FY27 guidance vs AI ARR risk
Key Questions
What is UiPath's FY27 revenue and ARR guidance?
UiPath's FY27 revenue guidance midpoint is $1.759B, representing 9% growth, with ARR expected to exceed $2B. Zacks EPS estimate is $0.78, up 8%.
How did UiPath perform in its recent Q1 results?
UiPath reported Q1 revenue of $397M, up 11%, and EPS of $0.15, up 36%, beating previous expectations. The company has a history of surpassing estimates.
What are the key risks and counterarguments for UiPath's outlook?
Recent FY outlook cuts signal doubts about weak demand, with bearish views from Intellectia and threats from WorkFusion; Zacks rates it #3 Hold. Counterpoints include $200M AI ARR and agentic backlog, Palantir comparisons, DCF models, and positive analyst notes amid price target cuts challenging valuation despite AI growth hopes.
FY27 rev mid $1.759B (+9%)/ARR >$2B/Zacks EPS $0.78 (+8%)/Q1 $397M (+11%)/$0.15 EPS (+36%) previously beat. Recent FY outlook slash signals weak demand doubts vs $200M AI ARR/agentic backlog/Palantir comps/DCF/Gary/Juxtaposed/Julian; Intellectia bearish/WorkFusion/AWS threats; Zacks #3 Hold.