UiPath Inc (NYSE:PATH) shares have traded lower in 2026, despite a strong earnings report in December. Shares could be volatile this week with the company reporting fourth-quarter financial results Wednesday after market close.
Here are the earnings estimates and key items to watch.
UiPath Q4 Earnings Estimates
Analysts expect UiPath to report fourth-quarter revenue of $464.8 million, up from $423.7 million in last year's fourth quarter, according to data from Benzinga Pro.
The company has beaten analyst estimates for revenue in three straight quarters and in nine of the last 10 quarters overall.
Analysts expect UiPath to report 20 cents in earnings per share, down from 26 cents per share in last year's fourth quarter.
The company has beaten analyst estimates for earnings per share in 16 straight quarters.
Guidance from the company calls for quarterly revenue in a range of $462 million to $467 million.
Key Items to Watch in Q4 Results
UiPath's third-quarter results saw revenue and earnings per share both come in ahead of consensus estimates along with growth in annual recurring revenue.
Analysts raised their price targets after third-quarter results, but have mostly been quiet since then. This could open the door for more price target increases with another strong quarter.
Canaccord Genuity analyst Kingsley Crane highlighted the third quarter having net-new ARR up on a year-over-year basis for the first time in two years. The analyst called this a "significant milestone."
This makes the net-new ARR figure one to watch.
Other items to watch could be new customer wins and new products. The company recently became the first enterprise automation platform to meet independent verification standard for safe AI agent deployment.
This could lead to more wins or cross selling opportunities.
With pressure on AI and technology companies that could see their work disrupted by AI agents, it will be important for UiPath to show financial growth and have management commentary on the AI opportunity for future growth.
UiPath Stock Price Action
UiPath stock was down 3.2% to $11.59 on Tuesday versus a 52-week trading range of $9.38 to $19.84. UiPath shares are down 28.5% year-to-date in 2026.
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This article UiPath Q4 Preview: Stock Down 29% In 2026 — What Could A 17th Straight Earnings Beat Mean For Shares? originally appeared on Benzinga.com
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