Full text
Earnings transcript
Read the complete earnings call transcript.
PATH
UiPath Inc.
$11.24
0.22
(2%)
| Exchange: | NYSE |
| Market Cap: | 6.011B |
| Shares Outstanding: | 519.154M |
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Infrastructure | |||||
| CEO: | Daniel Solomon Dines | |||||
| Full Time Employees: | 3868 | |||||
| Address: |
| |||||
| Website: | https://www.uipath.com |
UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform combines artificial intelligence with desktop recording, back-end mining of both human activity and system logs, and intuitive visualization tools, which enables users to discover, analyze, and identify processes to automate in a centralized portal; offers low-code development environments that allows users in an organization to create attended and unattended automations without any prior knowledge of coding; deploys robots in highly immersive attended experiences or in standalone, unattended modes behind the scenes, and can leverage native connectors built for commonly used line-of-business applications; offers centralized tools designed to manage, test, and deploy automations and ML models across the enterprise; allows customers to manage long running processes that orchestrate work between robots and humans; and enable users to track, measure, and forecast the performance of automation in their enterprise and help businesses ensure compliance with business standards. In addition, the company provides maintenance and support for its software, as well as professional services, such as training and implementation services to facilitate the adoption of its platform. It serves banking, healthcare, financial services, and government entities. UiPath Inc. was founded in 2005 and is headquartered in New York, New York.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 1,308,072 | 1,429,664 | 1,610,572 |
| Gross Profit | 1,112,148 | 1,182,722 | 1,336,440 |
| EBITDA | -141,697 | -145,337 | 77,924 |
| Operating Income | -164,720 | -162,569 | 60,955 |
| Net Income | -89,883 | -73,694 | 282,330 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 2,954,758 | 2,865,270 | 3,179,200 |
| Total Liabilities | 938,644 | 1,019,508 | 1,096,613 |
| Total Stockholders Equity | 2,016,114 | 1,845,762 | 2,082,587 |
| Total Debt | 67,070 | 77,817 | 70,940 |
| Cash and Cash Equivalents | 1,061,678 | 879,196 | 871,157 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 299,082 | 320,565 | 371,208 |
| Capital Expenditure | -7,342 | -14,923 | -19,048 |
| Free Cash Flow | 291,740 | 305,642 | 352,160 |
| Net Income | -89,883 | -73,694 | 282,330 |
| Net Change in Cash | -340,003 | -182,482 | -8,039 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,043,425.277 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 2,063,935.178 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 2,052,864.708 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 952,925.206 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 962,489.736 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 957,327.164 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 523,991.862 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 530,835.304 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 527,141.153 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,594,201.454 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,610,202.486 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,601,565.733 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0.970 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0.970 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0.960 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 3 | Full Access | Full Access | Full Access | Full Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: UiPath reported a robust fourth-quarter revenue of $424 million in 2025, reflecting solid growth as highlighted in the earnings call transcript. This performance underscores the company’s ability to generate consistent top-line growth in the automation software space.
- Innovation in Automation Solutions: The earnings call emphasized significant advancements in AI-driven automation solutions, with strong customer interest and engagement. This positions UiPath as a leader in technological innovation within its industry.
- Healthy Financial Metrics: Based on key metrics (e.g., gross profit margin TTM, net profit margin TTM), UiPath demonstrates operational efficiency and profitability, providing a strong foundation for sustained growth.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates PATH intrinsic value between $7.24 – $7.61 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about PATH valuation
Is UiPath Inc. (PATH) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for UiPath Inc. (PATH) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is PATH a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether PATH trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is PATH’s P/E ratio?
You can see PATH’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for PATH?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is PATH a good long-term investment?
Whether PATH fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
PATH
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
2
Trading Metrics:
| Open: | 10.95 | Previous Close: | 11.02 | |
| Day Low: | 10.66 | Day High: | 11.26 | |
| Year Low: | 9.38 | Year High: | 19.84 | |
| Price Avg 50: | 11.85 | Price Avg 200: | 13.32 | |
| Volume: | 12.611M | Average Volume: | 32.22M |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freePATH full analysis
Welcome to MARKETSNAP’s SWOT analysis for UiPath, a leader in the automation software space. If you’re not familiar with UiPath, let me give you the quick rundown. They’re a key player in robotic process automation, or RPA, helping businesses streamline operations through AI-driven solutions. Operating in the software industry within the broader technology sector, UiPath has carved out a strong niche by focusing on digital transformation. With a global presence and a workforce of thousands, they’re not a small fry…
