The combination of accelerating revenue growth, first-time GAAP profitability, strong retention metrics, and aggressive capital return suggests UiPath has achieved sustainable operating leverage. The new buyback signals confidence in future cash flows. Traders should monitor whether the company can maintain this momentum in fiscal 2027 as guided.
Price Chart
Executive Summary
UiPath reported strong fiscal 2026 results with $1.611B revenue (13% YoY growth) and first-time full-year GAAP profitability, driven by 11% ARR growth to $1.853B. The company announced a new $500M stock buyback and raised guidance for fiscal 2027, signaling confidence in continued growth and operating leverage.
Key Financial Metrics
Key Facts
- Revenue of $481M in Q4 (14% YoY growth) and $1.611B for full year (13% YoY growth)
- Achieved first-time full-year GAAP profitability with $57M GAAP operating income
- ARR grew 11% YoY to $1.853B with dollar-based net retention rate of 107%
- Announced new $500M stock repurchase program after completing $1B buyback
- Guided for fiscal 2027 revenue of $1.754B-$1.759B (8.9-9.2% growth) and non-GAAP operating income of $415M
Financial Impact
Revenue growth accelerating to 14% in Q4 from 13% for full year, with operating margins expanding significantly (non-GAAP operating income up from $240.6M to $370M)
Risk Factors
- Guidance reconciliation excludes stock-based compensation which could impact GAAP results
- Macro-economic factors affecting enterprise software spending
- Competition in the automation and AI space
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001734722-26-000007 |
| Document: path-20260305.htm | 0001734722-26-000007 |
| Document: 0001734722-26-000007-index-headers.html | 0001734722-26-000007 |
| Document: 0001734722-26-000007-index.html | 0001734722-26-000007 |
| Document: 0001734722-26-000007.txt | 0001734722-26-000007 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Insider Cluster | $14.24 | awaiting T+5 | — | $14.09 (−1.12%) |
Oct 22, 2026 4d ago | 144 | $14.13 | awaiting T+5 | — | $14.09 (−0.32%) |
Oct 19, 2026 8d ago | Insider Cluster | $13.43 | awaiting T+5 | — | $14.09 (−4.88%) |
Oct 16, 2026 10d ago | Institutional Cluster | $13.12 $14.13 | ▼ −7.66% | ▼ −7.80% | $14.09 (−7.36%) |
Oct 13, 2026 14d ago | 144 | $13.25 $13.43 | ▲ +1.36% | ▲ +2.51% | $14.09 (+6.30%) |
Oct 13, 2026 14d ago | Insider Cluster | $13.06 $13.71 | ▼ −4.98% | ▼ −4.52% | $14.09 (−7.85%) |
Oct 12, 2026 15d ago | Institutional Cluster | $13.32 $13.12 | ▼ −1.50% | ▼ −0.01% | $14.09 (+5.74%) |
Oct 9, 2026 17d ago | 144 | $13.32 $13.12 | ▼ −1.50% | ▼ −0.01% | $14.09 (+5.74%) |
Sep 21, 2026 5w ago | Insider Cluster | $13.25 $12.32 | ▲ +7.02% | ▲ +5.83% | $14.09 (−6.30%) |
Sep 17, 2026 5w ago | Insider Cluster | $13.39 $12.46 | ▼ −6.95% | ▼ −8.21% | $14.09 (+5.19%) |
US Market Status
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