UiPath Q3 Earnings Surpass Expectations with 16% Revenue Growth and $1.78B ARR
UiPath (NYSE: PATH) reported strong third-quarter fiscal 2026 financial results, with revenue increasing by 16% year-over-year to $411 million and annual recurring revenue (ARR) reaching $1.782 billion, up 11% from the previous year. Wall Street analysts forecasted earnings of $0.14 per share, a 27.3% increase, and revenue of approximately $392.62 million, a 10.7% rise. The company also announced new platform capabilities, including agentic automation and orchestration features, along with strategic collaborations with Microsoft, OpenAI, NVIDIA, and Snowflake to enhance AI-driven automation solutions. UiPath exceeded guidance expectations, achieved GAAP profitability for the first time in its third quarter, and provided optimistic outlooks for Q4, expecting revenues between $462 million and $467 million and ARR around $1.844-$1.849 billion. The company’s stock surged over 10% following the earnings release, reflecting investor confidence in its growth trajectory and AI integration strategies.
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