UiPath is currently trading around $12 per share, valued at 15 times FY2027 earnings and 13 times FY2028 earnings, supported by strong gross margins above 80%. The company reported a 17% revenue increase to $418 million in Q1 FY2027 and a 12% rise in annual recurring revenue to $1.9 billion, alongside a non-GAAP operating margin of 22%. Its key growth driver is agentic automation via its Maestro platform, though the monetization of AI remains uncertain. While net retention at 109% suggests room for improvement, UiPath’s growth is further supported by share buybacks, large customer base, and margin expansion. However, competition from major players like Microsoft poses risks. The base valuation target is $16, with a potential upside to $38 over five years.
