From Nasdaq: 2025-05-27 09:20:00

UiPath Inc. (PATH) is scheduled to announce first-quarter fiscal 2026 results on May 29. The Zacks Consensus Estimate for earnings is 10 cents, a 23% decrease from last year. Revenue estimate is $332.3 million, down 0.8% year-over-year. One estimate has been revised downward in the past 60 days.

PATH has a history of beating earnings estimates, with an average surprise of 36.4% in the past four quarters. However, the current Earnings ESP is 0.00% and the Zacks Rank is #3, indicating a lower chance of a beat this time.

License service revenues are expected to decline by 18% to $115 million, while subscription revenues are projected to drop 12% to $137.3 million in Q1. Professional services and other revenues are estimated to remain flat at $10 million.

Despite a 34% decline in share price, PATH has seen a 7% rebound in the past month, indicating a possible recovery and renewed investor interest in the company. Strategic alliances with tech giants like Microsoft, Amazon AWS, and Salesforce continue to enhance PATH’s reach and capabilities.

In the fourth quarter of fiscal 2025, UiPath reported a 5% year-over-year revenue increase to $424 million. Annual recurring revenues also climbed to $1.67 billion, showcasing the success of its subscription model. PATH’s collaborations with Microsoft, Amazon, and Salesforce position it well in the automation landscape.

PATH’s revenue growth is steady, especially in subscription services, expected to grow 12% year over year in Q1. However, earnings forecast a 23% decline from last year, suggesting caution before the results. PATH currently holds a Zacks Rank #3 (Hold).

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Read more at Nasdaq: Should You Buy, Sell, or Hold UiPath Stock Before Q1 Earnings?