NYSE$PATH
UiPath Inc. · Q3 2026 earnings
Q3 2026 earnings · · After market close · Investor relations
Briefing
UiPath posted strong Q3 2026 results with revenue and earnings surpassing expectations.
UiPath delivered a profitable Q3 with significant revenue growth, its first GAAP-profitable third quarter, driven by strong adoption of its agentic automation platform and key partnerships.
- Revenue reached $411 million, up from $354.7 million the prior year.
- GAAP net income was $198.8 million, marking a turnaround from a $10.7 million loss last year.
- Annualized Renewal Run-rate (ARR) hit $1.782 billion.
- Non-GAAP operating income came in at $87.8 million, reflecting improved execution and cost control.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$411M
Revenue by segment
UiPath · $326M total across 3 segments · Q3 2024
- Subscription Services$168M+28.7%51.4%
- Licenses$148M+25.3%45.4%
- Professional Services$10.3M-28.4%3.2%
Forward guidance
UiPath expects continued momentum in Q4 with revenue projected between $462M and $467M, supported by strong customer demand for AI and automation.
Tailwinds
- Revenue guidance set between $462M and $467M for Q4.
- ARR expected to increase to $1.844B–$1.849B by fiscal year-end.
- Non-GAAP operating income guidance of approximately $140M.
- Continued product innovation in agentic automation and AI orchestration.
- Expansion of strategic partnerships including Microsoft, OpenAI, and Google.
Headwinds
- Guidance does not include reconciliation to GAAP due to variability in expenses.
- Stock-based compensation remains a significant cost factor.
- Macroeconomic uncertainty could affect customer budgets.
- Increased competition in automation and AI tooling.
- Ongoing volatility in share price impacts compensation expenses.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2026
-2.2%
Avg return
Earnings day
-2.7%
Avg return
5 days after
-7.6%
Avg return
30 days after
38%
9 / 24 earnings
Positive
+26.0%
Q3 2024
Best reaction
-35.6%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2026 | -8.0% | -3.2% | -24.2% | |
| Q3 2026 | +24.4% | +27.7% | +6.9% | |
| Q2 2026 | +5.9% | +7.0% | +18.9% | |
| Q1 2026 | +2.9% | +0.9% | -1.6% | |
| Q4 2025 | -15.7% | -9.1% | -8.1% | |
| Q3 2025 | -3.4% | -4.0% | -13.4% | |
| Q2 2025 | -5.9% | -5.4% | -1.8% | |
| Q1 2025 | -35.6% | -36.4% | -32.4% | |
| Q4 2024 | -7.7% | -6.4% | -15.9% | |
| Q3 2024 | +26.0% | +24.2% | +25.0% | |
| Q2 2024 | +11.7% | +18.5% | +3.3% | |
| Q1 2024 | -12.7% | -6.1% | -5.4% | |
| Q4 2023 | +19.9% | +14.6% | +12.8% | |
| Q3 2023 | +16.5% | -0.2% | +1.9% | |
| Q2 2023 | -14.0% | -9.1% | -15.1% | |
| Q1 2023 | +15.1% | +13.6% | +9.6% | |
| Q4 2020 | -0.5% | -10.1% | -13.8% | |
| Q4 2022 | -31.2% | -27.4% | -43.2% | |
| Q3 2021 | -7.5% | -10.4% | -16.7% | |
| Q3 2022 | +0.1% | -7.4% | -16.6% | |
| Q2 2021 | -12.9% | -11.1% | -17.7% | |
| Q2 2022 | -10.9% | -12.7% | -17.4% | |
| Q4 2021 | -2.6% | -8.2% | -9.9% | |
| Q1 2022 | -7.0% | -3.2% | -7.4% | |
| Q1 2021 | — | — | — |
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