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UiPath (PATH) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended January 2026, UiPath (PATH - Free Report) reported revenue of $481.11 million, up 13.6% over the same period last year. EPS came in at $0.30, compared to $0.26 in the year-ago quarter.

The reported revenue represents a surprise of +3.5% over the Zacks Consensus Estimate of $464.86 million. With the consensus EPS estimate being $0.25, the EPS surprise was +20%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $1.85 billion versus $1.85 billion estimated by five analysts on average.
  • Net New ARR: $70 million versus $60.88 million estimated by three analysts on average.
  • Dollar based net retention rate: 107% versus 107% estimated by two analysts on average.
  • Revenue- Licenses: $215.9 million versus $201.71 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change.
  • Revenue- Professional Services and other: $13.97 million versus the three-analyst average estimate of $12.15 million. The reported number represents a year-over-year change of +29.2%.
  • Revenue- Subscription services: $251.23 million versus the three-analyst average estimate of $251.01 million. The reported number represents a year-over-year change of +16.7%.

View all Key Company Metrics for UiPath here>>>

Shares of UiPath have returned -10.5% over the past month versus the Zacks S&P 500 composite's -2.2% 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.

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