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Sentiment · FY2027 Q1
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bryan Bergin | TD Cowen | 4 (0%) |
| Mark Murphy | JPMorgan | 4 (0%) |
| Jake Roberge | William Blair | 4 (0%) |
| Raimo Lenschow | Barclays | 3 (0%) |
| Alex Zukin | Wolfe Research | 3 (0%) |
| Sanjit Singh | Morgan Stanley | 3 (0%) |
| Terry Tillman | Truist Securities | 2 (0%) |
| Scott Berg | Needham | 2 (0%) |
| Chirag Ved | Evercore ISI | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 | 4 (0%) |
| William Blair | 1 | 4 (0%) |
| JPMorgan | 1 | 4 (0%) |
| Morgan Stanley | 2 |
| 4 (0%) |
| Barclays | 2 | 4 (0%) |
| Wolfe Research | 1 | 3 (0%) |
| Evercore ISI | 2 | 3 (0%) |
| Truist Securities | 1 | 2 (0%) |
UiPath delivered third-quarter fiscal 2026 revenue of $411 million, up 16%, beating the high end of its guidance across all metrics as ARR reached $1.782 billion, up 11%, on $59 million of net new ARR. The quarter marked UiPath's first GAAP-profitable third quarter, with GAAP operating income of $13 million versus a $43 million loss a year earlier and non-GAAP operating income of $88 million at a 21% margin, up more than 700 basis points, putting the company on track for its first full year of GAAP profitability. Growth was driven by improving sales execution and momentum in agentic automation, with more than 950 companies now developing agents and over 365,000 processes orchestrated through Maestro, alongside resilient federal demand that saw no direct shutdown impact. Retention softened at the low end — dollar-based net retention was 107% against best-in-class 98% gross retention — but management raised its outlook, guiding fourth-quarter revenue to $462 million to $467 million despite a fresh yen headwind.
Cloud & AI | Demand | Revenue Growth | Competitive Dynamics | Guidance Reliability | Product Launch | Macroeconomic | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 3 | 1 | 2 | 5 | 2 | 3 | 1 | |
| 2025Q4 | 6 | 7 | 2 | 2 | 3 | 4 | 3 | 3 |
| 2026Q1 | 3 | 7 | 2 | 3 | 2 | 1 | ||
| 2026Q2 | 8 | 7 | 7 | 2 | 4 | 1 | 1 | 1 |
| 2026Q3 | 12 | 5 | 4 | 5 | 2 | 2 | 2 | |
| 2026Q4 | 5 | 3 | 5 | 4 | 4 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 3 | 6 | 3 | 8 | 12 | 5 |
| Demand | 1 | 7 | 7 | 7 | 5 | 3 |
| Revenue Growth | 2 | 2 | 2 | 7 | 4 | 5 |
| Competitive Dynamics | 5 | 2 | 3 | 2 | 5 | 4 |
| Guidance Reliability | 2 | 3 | 4 | 2 | 4 | |
| Product Launch | 3 | 4 | 1 | 2 | 1 | |
| Macroeconomic | 1 | 3 | 2 | 1 | ||
| Regulation Policy | 3 | 1 | 1 | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $355M | +8.8% | $-0.02 | +64.0% | -12.2% | -3.0% | $23M |
| FY2025 Q4 | $424M | +4.5% | $0.09 | +54.6% | 7.9% | 12.2% | $139M |
| FY2026 Q1 | $357M | +6.4% | $-0.04 | +18.5% | -4.6% | -6.3% | $106M |
| FY2026 Q2 | $362M | +14.4% | $0.00 | +101.9% | -5.6% | 0.4% | $42M |
| FY2026 Q3 | $411M | +15.9% | $0.37 | +1950.0% | 3.2% | 48.4% | $25M |
| FY2026 Q4 | $481M | +13.6% | $0.19 | +111.1% | 16.7% | 21.7% | $179M |
| FY2027 Q1 | $418M | +17.3% | $0.04 | +197.3% | 7.3% | 5.4% | $129M |
| FY2027 Q2 | $410M | +13.4% | $0.07 | — | 7.7% | 8.8% | $29M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What PATH and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we partnered with Snowflake to combine AgenTik automation with Snowflake Cortex AI, helping businesses turn data insights into fast, autonomous action.”
UiPath partnered with Snowflake to pair agentic automation with Snowflake Cortex AI, extending Snowflake's data and AI platform into automated action.
“We also launched new conversational agent with Google's Gemini models, enabling natural voice-driven automation without complex coding.”
UiPath built new conversational agents on Google's Gemini models, using Gemini as a frontier LLM for voice-driven automation across its platform.
“we introduced a new integration with NVIDIA. Allowing organizations to enhance high trust workflows like fraud detection and healthcare with AI models deployed through NVIDIA NIM microservices.”
UiPath integrated with NVIDIA NIM microservices to deploy AI models in regulated workflows, extending NVIDIA's inference stack into enterprise automation.
“including with Microsoft Azure AI Foundry, enabling UiPath agents to work seamlessly with Azure agents and models.”
UiPath announced new integrations with Microsoft Azure AI Foundry (and Copilot), embedding its agents into Microsoft's enterprise AI stack.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PATH UiPath Inc. | 9 | +15.9% | |
| ADBE Adobe Inc. | 9 | +10.5% | |
| AKAM Akamai Technologies | 6 | +7.3% | |
| CPAY Corpay | 8 | +20.7% | |
| CRWD CrowdStrike | 9 | +22.2% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +110.3% | |
| FFIV F5, Inc. | 8 | +7.3% | |
| FTNT Fortinet | 7 | +14.8% | |
| GDDY GoDaddy | 8 | +6.8% | |
| GEN Gen Digital | 6 | +25.8% | |
| MSFT Microsoft Corporation | 10 | +16.7% | |
| NET Cloudflare, Inc. | 8 | +33.6% | |
| ORCL Oracle Corporation | 9 | +14.2% | |
| PANW Palo Alto Networks | 8 | +15.7% | |
| PLTR Palantir Technologies | 10 | +70.0% | |
| SNPS Synopsys | 6 | +37.8% | |
| VRSN Verisign | 7 | +7.6% | |
| XYZ Block, Inc. | 9 | +3.6% | |
| ZS Zscaler | 9 | +25.5% |