Did the company provide guidance for FY2026 and beyond, and how does that compare to analyst expectations?
Answer
Based on the information contained in the news release you provided, UiPathâs announcement is limited to the logistics of its upcoming SecondâQuarter FiscalâŻ2026 (Q2âŻFY2026) financialâresults conference call:
- Date & time: ThursdayâŻSeptemberâŻ4âŻ2025,âŻ5:00âŻp.m.âŻET
- Conference ID:âŻ137
- Purpose: To discuss the companyâs Q2âŻFY2026 results after the market closes on SeptemberâŻ4,âŻ2025.
The press release does not include any forwardâlooking guidance for the remainder of FY2026 (e.g., revenue, billings, operating margin, or cashâflow targets) nor does it mention guidance for FY2027 or later. Consequently, there is no information in the release that can be compared to analyst expectations for those periods.
What this means for investors and analysts
| Item | Information in the release | Implication |
|---|---|---|
| Guidance for FY2026 (fullâyear) | None provided | Investors will need to wait for the actual conference call (or a subsequent press release) to learn whether UiPath will issue fullâyear FY2026 guidance. |
| Guidance for FY2027 and beyond | None provided | No forwardâlooking statements are available at this time; any expectations for FY2027+ remain speculative until the company formally issues them. |
| Analyst expectations | Not referenced | Without company guidance, analystsâ forecasts (e.g., consensus revenue or billings estimates) cannot be directly compared to a companyâset target. |
Likely next steps
- Listen to the conference call (or read the transcript) â Companies often use the earnings call to either reaffirm existing guidance, raise the outlook, or, if they have not issued guidance previously, to provide a new set of targets for the full fiscal year and sometimes for the next fiscal year(s).
- Monitor subsequent press releases â If UiPath decides to issue a formal guidance update after the call, it will be disseminated via a separate press release or a filing with the SEC (e.g., a FormâŻ8âK).
- Watch analyst commentary â After the call, sellâside analysts will typically update their models and publish research notes that compare the new guidance (if any) to prior consensus estimates. Those notes will be the primary source for a âhow does it compare to analyst expectationsâ assessment.
Bottom line
- No FY2026 or beyond guidance was disclosed in the current announcement.
- Therefore, a direct comparison to analyst expectations cannot be made at this moment.
Stakeholders will need to wait for the Q2âŻFY2026 earnings call (or any followâup release) to obtain the companyâs forwardâlooking outlook and then evaluate how that outlook alignsâor divergesâfrom the consensus forecasts that analysts have been publishing up to that point.