UiPath stock extends its automation push after fiscal 2026 results
Published on 07/21/2026 at 20:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
UiPath stock reflects a fiscal 2026 business update centered on the companys 31 January 2026 year-end, with revenue of $1.43 billion and subscription revenue of $1.33 billion for the full year. UiPath Inc. (ISIN US90364P1057) also reported annual recurring revenue of $1.61 billion, which frames the scale of the automation platform as of fiscal 2026.
Revenue above $1.4 billion
For fiscal 2026, UiPath reported revenue of $1.43 billion, up from $1.31 billion in fiscal 2025, a year-over-year increase of about 9.2%. Subscription revenue reached $1.33 billion in fiscal 2026, compared with $1.22 billion a year earlier, which shows that recurring software sales remained the core driver.
The same report put annual recurring revenue at $1.61 billion at fiscal 2026 year-end. That figure matters because ARR gives investors a cleaner read on future billing momentum than one-off implementation work.
Profitability still matters
UiPath said it generated non-GAAP operating income of $318 million in fiscal 2026, compared with $240 million in fiscal 2025. Adjusted free cash flow was $348 million for fiscal 2026, versus $362 million in fiscal 2025, so cash generation remained positive even as the company balanced growth and investment.
Net retention and customer expansion are still central to the case, but the reported numbers already show a business that is scaling revenue while holding operating discipline. The gap between $1.43 billion in revenue and $318 million in non-GAAP operating income is the key margin reference in the latest annual cycle.
ARR at $1.61 billion
UiPath positioned annual recurring revenue at $1.61 billion for fiscal 2026, which is the most important product-linked metric in the filing because it captures ongoing demand for automation subscriptions. Subscription revenue of $1.33 billion and ARR of $1.61 billion both point to a software model that still leans heavily on repeat billings rather than hardware-style one-time sales.
The companys platform focus centers on automation software, with UiPath emphasizing document understanding, orchestration, and agentic automation capabilities across enterprise workflows. For readers tracking the stock, the product story matters most where it connects back to recurring revenue and cash flow rather than feature branding.
Trading level absent from the filing
UiPath stock closed the latest session in the market context for 21 July 2026 without a dated quote in the available source set, so the most useful reference point here is the fiscal 2026 report itself and its $1.61 billion ARR. The latest annual figures show a company with $1.43 billion in revenue, $318 million in non-GAAP operating income, and $348 million in adjusted free cash flow for fiscal 2026.
Company: UiPath Inc.
ISIN: US90364P1057
Ticker: NYSE: PATH
Trading venue: NYSE
Sector / Industry: Information Technology / Software
Index membership: none verified in this article
Next earnings date: not officially scheduled in the available source set
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