UiPath (PATH)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$15.19-16.63%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · PATH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks PATH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue and annualized renewal run-rate (ARR) through platform adoption and new AI-powered solutions.
Stated as a priority in 4 of last 4 quarters. Revenue was $423 million in 2025-Q4, rose to $481 million in 2026-Q1, then was $418 million in 2026-Q2 and $410 million in 2026-Q3. ARR increased from $1.853 billion in 2026-Q1 to $1.938 billion in 2026-Q3. The trajectory shows consistent growth in ARR and revenue with some quarter-to-quarter variation, delivering on the growth priority.
“Revenue of $410 million increased 13 percent year-over-year. ARR of $1.938 billion increased 12 percent year-over-year.”
“Revenue of $418 million increased 17 percent year-over-year. ARR of $1.901 billion increased 12 percent year-over-year.”
“Revenue of $481 million increased 14 percent year-over-year. ARR of $1.853 billion increased 11 percent year-over-year.”
“Revenue of $423 million increased 19 percent year-over-year. ARR growth emphasized.”
Focus on achieving and expanding GAAP and non-GAAP operating income through operational discipline and scaling the business.
Stated as a priority in 4 of last 4 quarters. GAAP operating income improved from a loss of $20 million in 2026-Q2 to a profit of $32 million in 2026-Q3. Non-GAAP operating income was $150 million in 2026-Q1 and $89 million in 2026-Q3, showing some fluctuation but overall positive operating income. The trajectory shows progress in profitability with some variability, indicating mixed delivery.
Maintain and grow cash flow from operations to support business investments and financial flexibility.
Stated as a priority in 3 of last 4 quarters. Net cash flow from operations was $182 million in 2025-Q4, $132 million in 2026-Q1, and $31 million in 2026-Q3, showing a declining trend. While management emphasizes operational execution, cash flow has decreased significantly, indicating limited progress on this priority.
“Net cash flow from operations was $31 million.”
Deploy capital through a new $500 million stock repurchase program to return value to shareholders.
Stated as a priority in 2 of last 4 quarters. The Board authorized a $500 million stock repurchase program in 2026-Q1, and management reiterated this capital allocation focus in 2026-Q3. No disclosed repurchase amounts this quarter, indicating persistent statement but limited substantive delivery so far.
Promote leadership roles and launch new AI-native products to drive platform innovation and customer adoption.
Stated as a priority in 2 recent disclosures including 2026-Q3. Management promoted the CTO to lead product and technology and launched new AI-native orchestration products. This reflects strategic focus on innovation and leadership strengthening, with delivery evidenced by product launches and leadership changes.
Over the trailing year it converted -6.89x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“GAAP operating income of $32 million and non-GAAP operating income of $89 million.”
“GAAP operating income of $28 million and non-GAAP operating income of $92 million.”
“GAAP operating income of $80 million and non-GAAP operating income of $150 million.”
“Operating income improving with GAAP operating income positive at $80 million.”
“Net cash flow from operations was $132 million.”
“Net cash flow from operations was $182 million.”
“Stock repurchase program remains a capital allocation priority.”
“Board authorized a new $500 million stock repurchase program.”
“Launched Maestro Case and Maestro Flow AI-native orchestration products.”