UiPath Experiences Continued Momentum in Agentic AI Adoption: Truist Securities

UiPath, an enterprise automation and AI software company, is seeing continued momentum in Agentic AI adoption, according to Truist Securities. UiPath provides customers with capabilities to discover automation opportunities, automate processes, and operate automation programs at scale. Its platform allows users to design and combine UI automations, API integrations, and AI-based document understanding in a single workflow.

UiPath, a leading enterprise automation and AI software company, has reported robust second-quarter (Q2) 2025 financial results, surpassing market expectations. The company's revenue climbed by 14.4% year-on-year to $361.7 million, beating analyst estimates of $347.5 million. This performance was driven by accelerating adoption of its AI-enabled automation solutions, particularly the AgenTeq platform [1].

UiPath's adjusted earnings per share (EPS) of $0.15 exceeded analyst estimates of $0.08 by 79.8%, while adjusted operating income surged to $62.29 million, up 55.4% from the previous year's estimate of $40.08 million. The company also lifted its full-year revenue guidance to $1.57 billion, up 1.4% from the previous estimate of $1.55 billion. Operating margin improved to 17.2%, reflecting a disciplined focus on operational efficiency [1].

The company's agentic automation adoption has been a key driver of growth, with over 450 customers actively developing agents. This has led to faster, larger deals and deepened engagement within the existing customer base. Cloud-based annual recurring revenue (ARR) grew over 25%, with customers like KLM Royal Dutch Airlines transitioning to cloud automation and exploring agentic initiatives. The company's public sector demand is rebounding as government budgets normalize [1].

UiPath's strategic partnerships with global system integrators and technology providers, such as Deloitte and Microsoft, are expected to further accelerate adoption of agentic automation across industries. The company's CEO, Daniel Dines, highlighted the importance of these partnerships in expanding automation use cases and driving commercial momentum [1].

However, UiPath's management remains cautious about macroeconomic variability and the sustainability of its non-GAAP operating margin. The company continues to invest in product innovation and go-to-market capabilities while maintaining a prudent outlook for growth and profitability [1].

Looking ahead, UiPath's updated outlook is underpinned by early adoption of agentic automation, continued cloud migration, and cautious macroeconomic assumptions. The company expects broader deployment of agentic and AI-driven automation to drive expansion opportunities within the existing customer base and support larger, more complex deals. However, meaningful top-line contribution from these new products is not expected until after this year [1].

References:
[1] https://finance.yahoo.com/news/path-q2-deep-dive-automation-053104777.html
[2] https://www.ainvest.com/news/uipath-q2-2026-earnings-call-contradictions-emerge-macroeconomic-outlook-agentic-impact-arr-dbnr-stabilization-2509/