UiPath 2026 Q3 Earnings Profitability Returns with 1966% Net Income Surge

UiPath (PATH) delivered a strong earnings beat in its 2026 Q3 report, reversing years of losses with a net income of $198.84 million and EPS of $0.37. The stock surged 36.61% weekly and 32.58% month-to-date, though post-earnings trading strategies underperformed significantly.

Revenue

UiPath’s total revenue rose 15.9% year-over-year to $411.11 million in Q3 2026. The performance was led by $150.04 million in licenses and $247.57 million in subscription services, with professional services and other segments contributing $13.50 million. This growth reflects sustained demand for automation solutions across its core offerings.

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Earnings/Net Income

The company returned to profitability with a net income of $198.84 million, a 1966.2% improvement from a $10.65 million loss in Q3 2025. EPS of $0.37 marked a 1950% positive swing from a $0.02 loss the prior year, underscoring operational efficiency and cost management. This turnaround highlights UiPath’s ability to scale profitably after six consecutive years of quarterly losses.

Price Action

PATH shares gained 1.10% in the latest trading day, 36.61% over the week, and 32.58% month-to-date. The post-earnings strategy of buying PATH after a beat and holding for 30 days underperformed, returning -41.50% versus a 53.21% benchmark. The strategy showed no losses (0.00% maximum drawdown) but failed to capture gains, resulting in a CAGR of -12.20% and a Sharpe ratio of -0.18.

Additional News

UiPath insiders executed prearranged sales in late December 2025. Brad Brubaker, an officer, sold 27,580 shares ($511.7K) at $18.55, while Chairman Daniel Dines sold 45,000 shares ($864.6K) at $19.21. Both transactions occurred under Rule 10b5-1 plans, indicating preplanned liquidity rather than reaction to earnings results. No other material non-earnings-related news emerged within the 3-week period.

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