UiPath Beats Q4 Estimates, Shares Fall on Guidance

UiPath, a leading provider of robotic process automation software, reported stronger-than-expected results for its fiscal fourth quarter and full year ended January 31, 2026, but its shares fell sharply in response to conservative growth guidance for the coming year. The company announced the earnings on March 11, 2026, with stock trading on the New York Stock Exchange under the ticker PATH.

For the quarter, UiPath posted revenue of $481.11 million, surpassing analyst estimates of around $465 million. Adjusted earnings per share came in at $0.30, beating forecasts of $0.26. The results marked the company's first full fiscal year of GAAP profitability, with net income of $282 million and non-GAAP operating income of $370 million, reflecting a 23 percent margin. Full-year revenue reached $1.611 billion, a 13 percent increase from the prior year. Annualized recurring revenue grew 11 percent to $1.853 billion, with net new ARR expanding 20 percent on a reported basis, though it contracted 5 percent in constant currency terms.

A key highlight was the company's disclosure of $200 million in ARR derived from AI-powered products, including its agents, Maestro orchestration platform, and...