UiPath (PATH) reported $418.38 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 17.3%. EPS of $0.15 for the same period compares to $0.11 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $397.43 million, representing a surprise of +5.27%. The company delivered an EPS surprise of -2.79%, with the consensus EPS estimate being $0.15.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how UiPath performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: ARR: $1.9 billion compared to the $1.89 billion average estimate based on four analysts. Net New ARR: $49 million versus $43.45 million estimated by two analysts on average. Dollar based net retention rate: 109% versus 107% estimated by two analysts on average. Revenue- Licenses: $149.31 million versus the three-analyst average estimate of $132.18 million. The reported number represents a year-over-year change of +16.4%. Revenue- Professional Services and other: $16.17 million compared to the $11.47 million average estimate based on three analysts. The reported number represents a change of +46.5% year over year. Revenue- Subscription services: $252.9 million versus the three-analyst average estimate of $255.63 million. The reported number represents a year-over-year change of +16.4%.View all Key Company Metrics for UiPath here>>>
Shares of UiPath have returned +7.5% over the past month versus the Zacks S&P 500 composite's +5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
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UiPath, Inc. (PATH): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).