The revenue beat and raised guidance are positive, but the CEO's 10b5-1 selling plan (2.975M shares) creates overhang that may cap upside. The GAAP EPS miss vs consensus ($0.04 vs $0.15) is a concern despite non-GAAP matching. Monitor the CEO's actual selling pace and Q2 FY2027 results for ARR acceleration above the guided $1.929B-$1.934B.
Price Chart
Executive Summary
UiPath reported Q1 FY2027 revenue of $418M (+17% YoY), beating consensus of $397.8M, and GAAP EPS of $0.04 (vs consensus $0.15, a miss on GAAP basis but non-GAAP EPS of $0.15 matched consensus). The company raised its full-year FY2027 revenue guidance to $1.776B-$1.781B (from prior $1.754B-$1.759B) and ARR grew 12% YoY to $1.901B. However, CEO Daniel Dines adopted a 10b5-1 plan to sell up to 2.975M shares through October 2026, creating overhang.
Key Financial Metrics
Key Facts
- Revenue of $418M (+17% YoY) beat $397.8M consensus
- GAAP EPS $0.04 vs consensus $0.15 (miss); non-GAAP EPS $0.15 matched consensus
- ARR grew 12% YoY to $1.901B; net new ARR of $49M; dollar-based net retention rate 109%
- Full-year FY2027 revenue guidance raised to $1.776B-$1.781B (from $1.754B-$1.759B prior)
- CEO Daniel Dines' entity adopted 10b5-1 plan to sell up to 2.975M shares through Oct 14, 2026
- Operating cash flow $132M; non-GAAP adjusted FCF $130M; cash & securities $1.42B
- GAAP operating income $28M (7% margin); non-GAAP operating income $92M (22% margin)
- Repurchased $244M of stock in Q1; $500M buyback authorization remains
Financial Impact
Revenue beat by ~$20M (+5% vs consensus); GAAP EPS missed by $0.11 vs consensus; full-year guidance raised by ~$22M at midpoint
Risk Factors
- CEO 10b5-1 selling plan of up to 2.975M shares through October 2026 creates overhang
- GAAP EPS of $0.04 missed consensus of $0.15 by 73%
- Cash & securities declined $270M QoQ to $1.42B due to buybacks and acquisitions
- Full-year guidance raise was modest (+$22M on ~$1.76B base)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001734722-26-000037 |
| Document: path-20260528.htm | 0001734722-26-000037 |
| Document: 0001734722-26-000037-index-headers.html | 0001734722-26-000037 |
| Document: 0001734722-26-000037-index.html | 0001734722-26-000037 |
| Document: 0001734722-26-000037.txt | 0001734722-26-000037 |
| 8-K Data (Synthetic) | 0001734722-26-000037 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | Insider Cluster | $14.24 | awaiting T+5 | awaiting T+5 | $14.06 (−1.29%) |
Oct 22, 2026 5d ago | 144 | $14.13 | awaiting T+5 | awaiting T+5 | $14.06 (−0.50%) |
Oct 19, 2026 9d ago | Insider Cluster | $13.43 $14.10 | ▼ −4.95% | ▼ −4.93% | $14.06 (−4.69%) |
Oct 16, 2026 11d ago | Institutional Cluster | $13.12 $14.13 | ▼ −7.66% | ▼ −7.80% | $14.06 (−7.16%) |
Oct 13, 2026 14d ago | 144 | $13.25 $13.43 | ▲ +1.36% | ▲ +2.51% | $14.06 (+6.11%) |
Oct 13, 2026 15d ago | Insider Cluster | $13.06 $13.71 | ▼ −4.98% | ▼ −4.52% | $14.06 (−7.66%) |
Oct 12, 2026 15d ago | Institutional Cluster | $13.32 $13.12 | ▼ −1.50% | ▼ −0.01% | $14.06 (+5.56%) |
Oct 9, 2026 18d ago | 144 | $13.32 $13.12 | ▼ −1.50% | ▼ −0.01% | $14.06 (+5.56%) |
Sep 21, 2026 5w ago | Insider Cluster | $13.25 $12.32 | ▲ +7.02% | ▲ +5.83% | $14.06 (−6.11%) |
Sep 17, 2026 5w ago | Insider Cluster | $13.39 $12.46 | ▼ −6.95% | ▼ −8.21% | $14.06 (+5.00%) |
US Market Status
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