PATH Stock Slips After-Hours On Q1 Earnings Miss, But Q2 And Full-Year Guidance Beats Expectations

• Adjusted earnings of $0.15 per share for the first quarter ended April 30, missed the analyst consensus of $0.16.
• UiPath sees FY 2027 revenue of $1.78 billion-$1.78 billion versus the analyst consensus of $1.76 billion.
• Q2 revenue outlook at $395 million to $400 million, beats expectations.

UiPath (PATH) share price slipped around 3% after-hours on Thursday after the business automation firm’s Q1 earnings failed to meet analyst expectations. 

The company reported adjusted earnings of $0.15 per share for the first quarter ended April 30, missing the analyst consensus of $0.16, as per data from Fiscal.ai. However, revenue of $418 million beat estimates of $397.2 million and increased 17% year-on-year. 

"One year into general availability, our agentic products are moving from pilot to production, with customers standardizing on UiPath as the orchestration and automation execution layer for their enterprise AI transformation,” Daniel Dines, UiPath Founder and Chief Executive Officer said in an earnings statement. 

PATH enables organizations to build software robots and AI agents that interact with existing IT systems, mimic human actions, and execute end-to-end workflows across applications, a business sector gaining recent traction as investors look to raise allocation towards wider AI gameplay. 

PATH Q2 And FY27 Guidance 

UiPath provided a second-quarter revenue forecast ranging from $395 million to $400 million. With a midpoint of $397.5 million, the guidance aligns closely with the $396.9 million analyst consensus. Furthermore, the company anticipates an adjusted operating income of nearly $75 million for the same period.

For the full fiscal year 2027, the company estimates revenue to fall between $1.77 billion and $1.78 billion, with the projected midpoint surpassing the $1.75 billion consensus estimate, as per Fiscal.ai. Additionally, full-year adjusted operating income is forecast at approximately $430 million.

PATH Retail View 

Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes. 

One user highlighted bullishness by saying the company’s AI revenues are yet to kick in as a reason to stick with the stock. 

PATH stock has lost about 11% over the past 12 months. 

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