Intelligent Document Processing solutions
Search documents
UiPath Shares Slip Despite Earnings Beat and Strong 2027 Revenue Forecast
Financial Modeling Prep· 2026-03-12 18:07
Core Insights - UiPath reported quarterly results that exceeded analyst expectations for both earnings and revenue, but shares fell over 5% intra-day despite positive guidance for fiscal 2027 [1] Financial Performance - The company reported adjusted earnings of $0.30 per share on revenue of $481.11 million for fiscal fourth quarter 2026, surpassing analyst expectations of $0.26 per share on revenue of $464.88 million [1] - UiPath's annualized renewal run-rate (ARR) reached $1.853 billion as of January 31, 2026, marking an 11% year-over-year increase [2] - Net-new ARR increased by 20% on a reported basis but saw a decline of 5% when adjusted for constant currency [2] AI Product Performance - Management disclosed that AI-related products generated $200 million in ARR, which includes AI agents, the Maestro orchestration platform, and Intelligent Document Processing solutions [2] Future Guidance - For fiscal first-quarter 2027, UiPath expects revenue to be between $395 million and $400 million [3] - The company projected full fiscal year 2027 revenue between $1.754 billion and $1.759 billion, exceeding the analyst consensus estimate of $1.74 billion [3]