NEW YORK, August 31, 2026, 18:30 EDT
- UiPath Inc. NYSE:PATH closed at $18.67, up 2.9% at 16:00 EDT.
- UiPath stock is up 62.8% compared to the average repurchase price of $11.47 recorded in the first quarter.
- Results released on September 3 will track advancement toward the ARR target of $1.929 billion to $1.934 billion.
Shares of UiPath rose 2.9% on Monday to close at $18.67 before its quarterly earnings release. The closing price is 62.8% above the $11.47 average cost of share buybacks in the first quarter.
The change in the spread impacts capital allocation assessments. Each dollar allocated to buybacks now results in the repurchase of notably fewer shares than in the last quarter.
Investors are focusing more on earnings. UiPath’s forecast indicates that annual recurring revenue could maintain growth of nearly 12%, even as projected revenue growth slows.
UiPath climbed into the close
Selected five-minute last prices, U.S. dollars
Source: Yahoo Finance. Regular-session close. As of .
Yahoo Finance reported that 60.1 million UiPath shares were traded. By the session’s end, the company was valued at around $9.67 billion market data.
UiPath will announce its fiscal second-quarter earnings following Thursday’s market close, followed by a conference call at 17:00 EDT company announcement.
Recurring revenue must hold while sales growth slows
Year-over-year growth; Q2 uses company guidance midpoints
Actual revenue: $418.4 million
Guidance midpoint: $397.5 million
Actual ARR: $1.901 billion
Guidance midpoint: $1.932 billion
Sources: UiPath Q1 FY2027 release and prior-year Q2 release. Midpoint growth calculations by TS2.
First-quarter revenue rose 17% to $418.4 million. Annual recurring revenue was up 12% at $1.901 billion, while GAAP operating income reached $28 million UiPath filing.
UiPath projected its second-quarter revenue in the range of $395 million to $400 million, with the midpoint suggesting a 9.9% rise compared to $361.7 million recorded a year earlier.
The ARR midpoint is $1.932 billion, reflecting a 12.1% rise compared to the corresponding quarter a year ago and nearly matching the growth pace seen in the first quarter.
Chief Executive Daniel Dines said agentic products are moving “from pilot to production.” The September report will reveal whether this shift is maintaining recurring growth.
A higher share price buys less retirement
Illustrative shares retired with each $100 million
Q1 average repurchase price
$11.47
8.72 million shares
August 31 close
$18.67
5.36 million shares
At Monday’s price, the same $100 million retires about 38.5% fewer shares.
Sources: UiPath June 4 Form 10-Q and Yahoo Finance. UiPath reported $436.9 million of authorization remaining on April 30, then disclosed another 2.4 million shares bought through May 15.
UiPath repurchased 20.4 million shares in the first quarter at an average price of $11.47 per share. The company also bought a further 2.4 million shares at an average of $9.63 each through May 15.
The company held $1.42 billion in cash and marketable securities as of April 30. The $500 million authorization granted in March offered flexibility, without mandating any action.
As of Monday’s close, Yahoo Finance cited a forward earnings multiple of 20.6 times. UiPath’s valuation may rise if it maintains its recurring growth, even amid slowing revenue.
Risks: Guidance could be revised, and share buybacks may be suspended. Results may further be affected by competitors, currency volatility or limited enterprise spending.
Investors now have a clear benchmark. With ARR approaching $1.932 billion, the growth outlook appears supported; missing this figure could make justifying the higher buyback price more difficult.
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