UiPath Stock: Can Earnings Meet High Expectations?

UiPath (PATH) is set to report its second-quarter fiscal 2027 earnings on Thursday, September 3. The stock has been trading around $18.15 and is up nearly 40% over the past month.

Wall Street expects non-GAAP EPS of $0.15 on revenue of $397.85M, which is near the high end of management's guidance range of $395M to $400M.

Last quarter, UiPath posted revenue of $418.4M, up 17.3% year over year, and ARR came in at $1.901B, up 12%. The company also logged its first-ever quarterly GAAP operating profit of $27.99M in Q1.

Analysts are modeling revenue growth of around 10% year over year, which would be a slowdown from the 14.4% growth recorded in the same period last year. Management has guided for Q2 ARR of $1.929B to $1.934B and non-GAAP operating income of roughly $75M.