On September 4, UiPath declined 7.52% overnight, trading at $16.85/share. Despite a revenue beat and upwardly revised full-year guidance, the stock came under selling pressure as flat earnings growth and a leadership transition triggered profit-taking.

UiPath reported fiscal Q2 revenue of $410.3 million, up 13.4% year-over-year and exceeding the FactSet consensus estimate of $397.8 million. However, adjusted EPS of $0.15 was unchanged from a year earlier, signaling stalled profitability improvement. The company raised its fiscal 2027 full-year revenue guidance to $1.789 billion-$1.794 billion, above the prior range of $1.776 billion-$1.781 billion and the Street estimate of $1.778 billion. For fiscal Q3, UiPath guided revenue of $440 million-$445 million, roughly in line with the $441.5 million consensus.

Simultaneously, UiPath announced the promotion of deputy CFO Hitesh Ramani to Chief Financial Officer, replacing Ashim Gupta who will continue as COO. The management reshuffle added uncertainty. Annual recurring revenue reached $1.938 billion, up 12% year-over-year, but investors appeared focused on whether ARR acceleration and AI monetization can reignite earnings growth ahead of the company's upcoming Investor Day.

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