
Automation software company UiPath (NYSE: PATH) will be reporting results this Wednesday after market close. Here’s what you need to know.
UiPath beat analysts’ revenue expectations last quarter, reporting revenues of $411.1 million, up 15.9% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts’ EBITDA estimates but a significant miss of analysts’ billings estimates.
Is UiPath a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting UiPath’s revenue to grow 9.7% year on year, improving from the 4.5% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. UiPath rarely misses Wall Street’s revenue estimates.
Looking at UiPath’s peers in the automation software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Appian delivered year-on-year revenue growth of 21.7%, beating analysts’ expectations by 7.2%, and Microsoft reported revenues up 16.7%, topping estimates by 1.2%. Appian traded up 4.5% following the results while Microsoft was down 10%.
Read our full analysis of Appian’s results here and Microsoft’s results here.
There has been positive sentiment among investors in the automation software segment, with share prices up 2.3% on average over the last month. UiPath is down 7.9% during the same time and is heading into earnings with an average analyst price target of $15.93 (compared to the current share price of $11.94).
Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

