UiPath
ConvictionModerate
Enterprise SaaS + hybrid/self-hosted subscription licensing, land-and-expand, ARR-driven; ~85% blended (software ~90%) gross margin, sold direct and via GSI/channel partners
Revenue
$1.611B FY2026ended 2026-01-31); Q1 FY2027 $418M; FY2027 guide $1.776-1.781BRev growth
+13% FY2026 y/yQ1 FY2027 +17% y/y; FY2027 guide implies ~+10% y/yGross margin
FY2026 GAAP 83% / non-GAAP 85%Q1 FY2027 GAAP 82% / non-GAAP 83% (software ~90%Op margin
GAAP ~4%op income $57M/FY2026); non-GAAP ~23% ($370M FY2026); Q1 FY2027 non-GAAP op margin 22% ($92MCapex intensity
Low<~2% of revenue (asset-light cloud SaaS; runs on third-party hyperscaler infraMarket cap
~$6.1BNYSE: PATH, ~$11.71/sh x ~518M total shares (Class A+B), 2026-07-04; ~453M Class A float; 52-wk range $9.20-$19.84The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for UiPath
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence