Post-earnings recap
Reported
Thu, May 28, 2026
EPS actual
$0.15
EPS est.
$0.04
EPS surprise
+294.74%
1-day move
+3.76%
UiPath reported an EPS that was slightly below expectations, but the significant surprise percentage indicates a positive outlook on profitability. The stock rose by 3.76%, likely reflecting investor optimism despite the revenue not being disclosed. The lack of guidance may leave some investors cautious about future performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.15 | $0.16 | +294.74% |
| Revenue | — | $397M | — |
No transcript is on record, and the analysis is based on numerical results only.
UiPath, Inc. is a technology company that specializes in automation software, helping businesses streamline their operations. As part of the Information Technology sector, it plays a crucial role in the growing trend of digital transformation and efficiency enhancement across various industries.
Last quarter
In the last quarter, UiPath reported an impressive earnings surprise, with EPS coming in at $0.30 compared to an estimate of $0.12. The stock reacted positively, gaining 6.82% the following day.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+1236.77%
Avg 1-day reaction
+1.72%
Analysts expect UiPath to report solid earnings this quarter, with a consensus EPS of $0.16 and revenue of $397 million. The market is keenly watching for any signs of sustained growth in automation demand.
Bull case
If UiPath exceeds expectations, it could signal strong demand for automation solutions, leading to a potential increase in stock price and investor confidence.
Bear case
Conversely, if the company fails to meet earnings expectations, it may raise concerns about slowing growth in a competitive market, negatively impacting the stock.
Key metrics to watch
EPS
$0.16Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$397MRevenue growth is vital for assessing the company's ability to expand its customer base and market share.
The print will turn on these.
Q1
Will EPS exceed the consensus estimate of $0.16?
A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.
Q2
What is the outlook for revenue growth in the automation sector?
Insights into revenue growth will help investors gauge the company's market position and future prospects.
—
Est. EPS
$1.01
Est. Rev
$543M
Impl. Move
±8.7%
Why consensus could be wrong
The consensus may underestimate the demand for UiPath's automation solutions, as recent industry trends suggest a stronger push towards digital transformation than reflected in current estimates.
Supporting evidence
The company has consistently beaten EPS estimates in recent quarters, indicating stronger operational performance.
Options pricing suggests a larger move than historical averages, indicating heightened investor interest.
The automation market is experiencing rapid growth, which may not be fully captured in the consensus revenue expectations.
Key risk
If revenue growth significantly exceeds $397M, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it reflects the company's ability to sustain growth in a competitive landscape.
Bull confirmed if
An EPS of $0.19 or higher would confirm strong operational performance and growth.
Bear confirmed if
An EPS below $0.14 would indicate potential challenges in meeting market expectations.
What the market is pricing for the move.
Implied Move
±14.8%
Historical Avg
±2.4%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±14.8% while PATH has averaged ±2.4% over the last 8 prints — setup is pricing rich.
ATM IV
2.5%
30d HV
50.7%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$869,772.74
66,052 sh
1 insider
Net
$869,772.74
Net selling
Most Active Insiders· 1 open-market trade
$869,772.74
Net selling
Likely market behavior by outcome. Not investment advice.
Beat & raise
If UiPath beats expectations, history suggests the stock could rise by around 0.81%, confirming strong demand for its automation solutions.
In line / cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.
Miss
A miss could lead to a decline, with historical patterns indicating a potential drop based on previous earnings misses.
The lines on the call that would change the story.
Recent Transactions
Oct 2, 2026 · @ $13.17
66,052 sh
$869,772.74
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.