UiPath Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.4%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$1.8Bnext fiscal year
FY EPS (est.)
$0.78next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 Fiscal 2027 Earnings Release | 3 Dec 2026 |
| Q4 and Full Year Fiscal 2027 Earnings Release | 11 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly1.9BTarget: 2.058 billion to 2.063 billion
Dollar-Based Net Retention Rate (NRR) Quarterly10,900.0%Target: Maintain above 100%
Customers with $1 Million or More in ARR Quarterly374Target: Continued double-digit year-over-year growth
Non-GAAP Operating Margin Quarterly2,200.0%Target: Approximately 24% for full year fiscal 2027
Watch Items
- Agentic AI Adoption and Maestro Platform MonetizationTrigger: Conversion rate of the 950+ Maestro pilots into paid enterprise contractsAction: Monitor quarterly ARR contribution from AI products (previously reported at $200M in Q4 FY26) and expansion deal sizes.
- Competitive Pressure from Hyperscalers and Large AI PlayersTrigger: Aggressive product launches or pricing cuts by Microsoft, Google, or Anthropic in the automation spaceAction: Evaluate gross margin stability (currently at 82-83% GAAP) and contract win rates in enterprise cohorts.
- SaaS Sector Volatility and Valuation Multiple CompressionTrigger: PATH stock price falling below key support levels or trading at forward P/S below 2.5xAction: Assess execution of the newly authorized $500 million share buyback program to support equity value.
Research as of 19 Jun 2026