UiPath Reports Strong Q4 & FY26 Results, Issues Positive FY27 Guidance, and Authorizes $500M Stock Buyback

summarizeSummary

UiPath reported strong Q4 and full-year fiscal 2026 results, including its first full year of GAAP profitability, issued positive FY27 guidance, and authorized a new $500 million stock repurchase program.

check_boxKey Events

• Strong Q4 and Full Year Fiscal 2026 Results

  UiPath reported Q4 FY26 revenue of $481 million (up 14% YoY) and full-year FY26 revenue of $1.611 billion (up 13% YoY). Annualized Renewal Run-rate (ARR) reached $1.853 billion, an 11% year-over-year increase. The company achieved GAAP operating income of $57 million for the full fiscal year, marking its first time achieving full-year GAAP profitability.

• Positive Fiscal Year 2027 Guidance

  For the full fiscal year 2027, UiPath expects revenue in the range of $1.754 billion to $1.759 billion and ARR in the range of $2.051 billion to $2.056 billion. Non-GAAP operating income is projected to be approximately $415 million.

• New $500 Million Stock Repurchase Program Authorized

  The Board of Directors authorized a new stock repurchase program, allowing the company to repurchase up to $500 million of its Class A common stock. This authorization follows the completion of a previously authorized $1 billion stock repurchase program.

auto_awesomeAnalysis

UiPath delivered a strong financial performance for the fourth quarter and full fiscal year 2026, achieving full-year GAAP profitability for the first time in company history. The company also provided a positive outlook for fiscal year 2027, projecting continued revenue and ARR growth. Complementing these results, the Board authorized a new $500 million stock repurchase program, signaling management's confidence in the company's valuation and commitment to returning capital to shareholders. This substantial buyback, following the completion of a prior $1 billion program, is a significant positive development for investors.