New York, May 28, 2026, 13:03 (EDT)
UiPath Inc. shares rose about 5.7% to $11.80 in midday trading Thursday, ahead of fiscal first-quarter results due after the market close. Volume reached about 27.7 million shares, and the company’s market value stood near $6.36 billion.
The New York-based automation software maker has said it will report results for the quarter ended April 30 after the close and hold a call at 5 p.m. ET.
This matters now because investors are looking for proof that UiPath’s push into agentic AI — software that can reason through tasks and trigger actions across business systems — is changing the growth rate, not just the sales pitch. The key number is ARR, or annualized renewal run-rate, which UiPath defines as annualized subscription and support invoicing; in plain terms, it is a measure of recurring software demand.
UiPath guided in March for first-quarter fiscal 2027 revenue of $395 million to $400 million and ARR of $1.894 billion to $1.899 billion as of April 30. Analysts tracked by Yahoo Finance expect revenue of $397.43 million and EPS, or earnings per share, of $0.15.
The company has been trying to move the story beyond robotic process automation, or software bots that handle repetitive office work. On May 12, UiPath announced an integration for coding agents that it said would let enterprise customers use tools including Claude Code and OpenAI Codex to build, test, deploy and govern automations; Chief Executive Daniel Dines said the launch “lowers the barrier to who can build.” UiPath, Inc.
There is also a near-term investor-relations hook. UiPath said on Tuesday that Chief Operating and Financial Officer Ashim Gupta would speak at the William Blair Growth Stock Conference on June 2, keeping the company’s outlook in front of investors next week.
The last scorecard gave bulls some material. Fourth-quarter revenue rose 14% to $481 million, ARR rose 11% to $1.853 billion, and UiPath reported operating income under U.S. accounting rules of $80 million. Dines called the quarter one of “disciplined execution,” while Gupta pointed to “full-year GAAP profitability” for the first time in company history. UiPath, Inc.
Still, analyst tone is not stretched. MarketScreener showed a Hold consensus from 19 analysts, with an average target price of $13.50 against a last close of $11.16.
But the downside case is plain. A revenue beat may not be enough if ARR growth fails to accelerate or if full-year guidance points to slower enterprise spending. After the March report, the shares fell as investors focused on slowing fiscal 2027 growth and AI competition; Barron’s cited concern around rivals including Microsoft and ServiceNow, which can bundle automation into broader enterprise software stacks.
The broader tape helped, but UiPath outpaced it. The SPDR S&P 500 ETF Trust, a fund tracking broad U.S. stocks, was up about 0.5%, while Invesco QQQ Trust, which tracks Nasdaq-100 exposure, rose about 0.9%.
For the afternoon, the setup is simple and a little exposed. The stock has priced in some confidence before the numbers. After the bell, investors will be looking for whether AI products are turning into recurring revenue — and whether management says that pace can hold.
