AI software company UiPath Inc. (NYSE:PATH) looks to continue its strong stock momentum from the last month, with second-quarter financial results coming Thursday after market close.
Here are the earnings estimates, analyst ratings and key items to watch.
UiPath Q2 Earnings Estimates
Analysts expect UiPath to report second-quarter revenue of $397.95 million, up from $362.00 million in last year’s second quarter, according to data from Benzinga Pro.
The company has beaten revenue estimates from analysts in five straight quarters and in nine of the last 10 quarters overall.
While the revenue estimate would mark a year-over-year gain, it comes after three straight quarters of revenue of $411 million or more.
Guidance from the company calls for second-quarter revenue to be in a range of $395 million to $400 million.
Analysts expect UiPath to report second-quarter earnings of 15 cents per share, in line with last year’s total of 15 cents per share in the second quarter.
The company missed analyst estimates for earnings per share in the first quarter, but has beaten estimates in nine of the last 10 quarters overall.
UiPath Analyst Ratings and Price Targets
There are not many analyst ratings on UiPath ahead of quarterly results. Here are the latest ratings and price targets:
- UBS: Maintained Neutral rating, raised price target from $12 to $19
- RBC Capital: Maintained Sector Perform rating, raised price target from $12 to $15
Key Items to Watch
UiPath comes into the earnings report with shares up 36% over the last month. The recent gains top the year-to-date performance of 14.6%. UiPath stock is currently at its highest level since December 2025 and could be ready to set new 52-week highs with a strong report.
The first quarter saw mixed results, with the company missing earnings per share for the first time in more than 10 quarters. Revenue beat analyst estimates, continuing a strong streak of beats.
In the first quarter, UiPath reported annual recurring revenue of $1.901 billion, up 12% year-over-year. This will be a key figure to watch to see whether recurring revenue from customers continues to grow.
The company expects annual recurring revenue to be in a range of $1.929 billion to $1.934 billion in the second quarter.
Company management said agentic products are moving from pilot to production, which could set UiPath up for increased revenue opportunities going forward.
With shares ready to break out, analysts and investors will likely be looking for a double beat, strong guidance and an update on agentic products.
UiPath Stock Price Action
UiPath stock is down 2% to $17.76 on Wednesday versus a 52-week trading range of $9.20 to $19.84.
Photo: Ian Dewar Photography / Shutterstock
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