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AI-powered deals surge as UiPath expands enterprise consolidation and automation.

PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

UiPath says AI-led orchestration is driving larger strategic deals as retention rises, platform use broadens and fiscal 2027 guidance stays prudent.

UiPath Inc (PATH) reports strong Q2 with ARR up 12% to $1.938 billion, as AI becomes central to large deals and the company achieves its fourth consecutive quarter of GAAP profitability.

UiPath (NYSE:PATH) reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities. Founder and Chief Executive

The headline numbers for UiPath (PATH) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

UiPath (PATH) delivered earnings and revenue surprises of 0.00% and +3.19%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

NetApp (NTAP) delivered earnings and revenue surprises of +21.13% and +9.86%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Automation software company UiPath (NYSE:PATH) will be reporting results this Thursday afternoon. Here’s what to look for.

Gitlab (GTLB) delivered earnings and revenue surprises of +33.33% and +4.74%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Beyond analysts' top-and-bottom-line estimates for UiPath (PATH), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Workday (WDAY) delivered earnings and revenue surprises of +4.96% and +0.57%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.

OSI (OSIS) delivered earnings and revenue surprises of +0.53% and -8.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

uCloudlink Group (UCL) delivered earnings and revenue surprises of -60.00% and -8.83%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

Despite a challenging first half marked by significant mark-to-market losses, Tetragon's strategic exits and strong life sciences performance provide a counterbalance to the negative returns.

UiPath’s agentic automation push is raising the stakes for its next report, where investors will look for proof that new workflow tools are lifting ARR, retention, and margins.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how automation software stocks fared in Q1, starting with UiPath (NYSE:PATH).

UiPath (PATH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

UiPath Inc. (NYSE:PATH) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. Raimo Lenschow from Barclays reaffirmed a Hold rating on UiPath Inc. (NYSE:PATH), along with the price target of $14 on June 1. The firm’s price target reflects an additional 33% upside from the current levels. This upside aligns […]

DocuSign, Inc. has reported its first-quarter 2026 results, with revenue rising to US$830.24 million and net income reaching US$78.2 million, while also issuing guidance for up to US$869 million in second-quarter revenue and up to US$3.50 billion for the full fiscal year. At the same time, DocuSign is deepening its AI push by launching an app for OpenAI’s ChatGPT and Codex and appointing former UiPath and Microsoft product leader Graham Sheldon as Chief Product Officer to advance its...

UiPath’s first quarter results saw mixed investor sentiment despite outpacing Wall Street’s revenue expectations, with management highlighting a strong push in enterprise automation and growing adoption of its AI-powered platforms. CEO Daniel Dines cited “continued momentum with our AI products,” emphasizing that 16 of the company’s top 20 deals included AI components and that these expansions were significantly larger than non-AI deals. Management also pointed to improved operational efficiency

In late May 2026, UiPath, Inc. reported first-quarter revenue of US$418.38 million versus US$356.62 million a year earlier, swinging from a net loss of US$22.56 million to net income of US$22.53 million and issuing revenue guidance of US$395 million to US$400 million for the second quarter and US$1.78 billion for fiscal 2027. The results marked UiPath’s first quarter of GAAP profitability, with management attributing performance to growing adoption of its AI-powered automation products and...

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

UiPath Stock Slips After Earnings Miss Despite Strong AI Growth Outlook

PATH tops Q1 FY27 estimates as AI-driven automation demand boosts ARR growth, enterprise expansion deals and profitability gains.

UiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.

UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products. Founder and Chief Executi

On the call with me are Daniel Solomon Dines, founder and chief executive officer, and Ashim Gupta, chief operating and financial officer. This afternoon's call includes forward looking statements regarding our financial guidance for the second quarter and full year fiscal 2027, and our ability to drive and accelerate future growth and operational efficiency, and grow our platform, product offerings and market opportunity.