UiPath Beats Q2 Revenue Estimates and Raises Full-Year Guidance, Stock Soars

UiPath reported second-quarter fiscal 2027 revenue of $410.3 million, up 13.4% year over year and ahead of the Wall Street consensus of $397.9 million by about 3.1%. Non-GAAP earnings came in at $0.15 per share, in line with analyst expectations, while GAAP net income reached $36.1 million, or 7 cents per share.

The company raised its full-year fiscal 2027 outlook, guiding for revenue of $1.776 billion to $1.781 billion and annual recurring revenue of $2.058 billion to $2.063 billion as of January 31, 2027, alongside non-GAAP operating income of approximately $430 million. For the third quarter, UiPath guided revenue to around $442.5 million, roughly in line with analyst estimates. The raised full-year targets, combined with the revenue beat, helped ease investor concerns about the pace of growth at the automation software maker.

UiPath also announced executive changes alongside the financial results. Shares surged in after-hours trading following the report, with the stock described as soaring across multiple market reports, as investors welcomed both the beat and the upward revision to guidance.