Particle.news
Download on the App Store

UiPath Shares Jump on Earnings Beat and First GAAP-Profitable Quarter

ARR growth alongside a $1.52 billion cash balance bolsters its push into agentic AI automation.

Overview

  • Q3 fiscal 2026 revenue reached $411.11 million versus $392.97 million expected, with adjusted EPS of $0.16 topping the $0.15 estimate.
  • The company posted $13 million in GAAP operating income for its first profitable quarter, with non-GAAP operating income of $88 million and strong liquidity of $1.52 billion.
  • Annualized recurring revenue stood at $1.782 billion, up 11% year over year, with $59 million in net new ARR and a dollar-based net retention rate of 107%.
  • UiPath guided Q4 revenue to $462 million–$467 million, a range whose midpoint is slightly above consensus, citing ongoing customer adoption of agentic automation.
  • Shares rose roughly 9%–14% in after-hours and premarket trading and later approached a 52-week high, following the results and outlook.