PATH earnings — 2026-09-03

UiPath held its second-quarter fiscal 2027 earnings call on September 4 (the session after the after-market print): revenue of $410 million, up 13% year over year, and ARR of $1.938 billion, up 12% (Alphastreet transcript coverage). Management highlighted AI adoption in 18 of its top 20 deals. Third-quarter revenue guidance was set at $440–445 million, broadly in line with the $441.1 million consensus (MarketBeat). CNBC's follow-up coverage reports UiPath raised full-year fiscal 2027 revenue guidance to $1.789–1.794 billion, above the cited $1.78 billion consensus and above the pre-print preview range.

No specific EPS actual was captured in this pull — direction only on that line; MarketBeat's coverage discusses Q3 EPS guidance matching a $0.15 consensus, not this quarter's reported EPS.

PATH settled at $15.19, down 16.63% on the day on 1.58x average volume, RSI 45.3, still strong-up on trend with price above both its 50- and 200-day averages (settled close, 2026-09-04) — a guidance raise and revenue beat that the tape sold anyway.

Sources

• Q2 FY2027 revenue, ARR, and AI-deal commentary: Alphastreet earnings call transcript, 2026-09-04, via latest
• Q3 FY2027 guidance vs. consensus: MarketBeat, 2026-09-03, same pull
• Raised full-year FY2027 revenue guidance: CNBC, 2026-09-05, same pull
• Settled price, volume, RSI and trend: ai-scan