UiPath Inc. released its second-quarter fiscal 2027 results on Thursday after the market close, with revenue totaling $397.8 million, an increase of 9.96% from the same period a year earlier.
Analysts had projected adjusted earnings of 15 cents per share for the quarter, which ended July 31. The company’s prior quarter revenue stood at $418.4 million, while adjusted earnings were 15 cents per share. Revenue growth is forecast to decelerate from the prior period, with a projected 9.96% year-over-year increase, while earnings are expected to decline by 1.2%.
The company’s recent acquisition of WorkFusion, a specialist in AI-driven financial crime compliance tools, closed in the first quarter. The deal added capabilities in anti-money laundering and know-your-customer processes, though financial terms were not disclosed. Analysts noted that net new annual recurring revenue (ARR) remains a key metric, with one stating that mid-$30 million in net new ARR for the quarter appears achievable, potentially supported by large WorkFusion customer wins. The analyst also referenced a seven-figure deal secured in June.
UiPath’s stock carries a mean analyst price target of $13.87, implying a 23% downside from Thursday’s closing price of $17.99. The stock is rated a consensus "hold" by analysts, with earnings per share estimates rising modestly by 0.19% over the past 60 days, while revenue estimates have remained unchanged.
Management is scheduled to host an investor day on September 22 in Las Vegas, where preliminary guidance for fiscal 2028 is expected. Analysts anticipate an annual recurring revenue growth target above 10% to be outlined. In the prior quarter, UiPath exceeded revenue expectations by 5.3% but fell short on earnings per share by 6.3%. The stock’s 52-week high stands at $19.84, with a forward price-to-earnings ratio of 22.
