UiPath is scheduled to report its Q2 2025 results tomorrow. Revenue for the second quarter of 2025 is predicted by consensus to be $303.67 million, while profits are predicted to be -$0.11 per share. Revenue for the entire year 2025 is projected to be $1.41 billion, with profits per share forecast to be -$0.20.

In the last ninety days, UiPath revenue projections have climbed from $1.57 billion to $1.58 billion for 2026 and from $1.41 billion to $1.41 billion for the entire year 2025. The earnings projections have improved from -$0.26 per share to -$0.20 per share for the full year 2025 and from -$0.22 per share to -$0.15 per share for the full year 2026.

UiPath's actual revenue for the prior quarter ended April 30, 2024, was $335.11 million, above analysts' revenue projections of $333.04 million by 0.62%. The real results for UiPath were -$0.05 per share, falling short by -38.89% of analysts' projected earnings of -$0.04 per share. Within a day of the results being released, the stock fell by -34.04%.

According to TipRanks, based on the 8 Wall Street analysts who have given UiPath 12-month price targets over the past three months, the high estimate sits at $16.00 and the low estimate sits at $13.00. The average price target is $14.33.

Is there any opportunity left in the stock?

UiPath's revenue growth dropped, but it hasn't stopped entirely. Sales rose 16% last quarter, but ARR climbed 21% year over year. Additionally, UiPath has positive cash flow, with a remarkable 24% margin for the previous four quarters that were published.

There are also positive aspects even if there seems to have been considerable client loss. The previous quarter saw further growth in the number of major clients, described as those with annual sales of more than $100,000 and $1 million.

UiPath has $2.5 billion in current assets, $598 million in current liabilities, and around $2 billion in cash and investments on its books. It also has no long-term debt. With that balance sheet, the business will be able to finance expansion, R&D, and smart acquisitions.

According to Statista, the RPA industry is expected to expand from $3.7 billion in 2022 to over $80 billion by 2032, with a compound annual growth rate of 37%. For a little firm like UiPath, even a small portion of this market would be enormous.

Success for UiPath is by no means assured. All of the difficulties and none of the potential for this firm, it seems, are priced in by the market. Although it would be foolish to allocate a significant portion of your portfolio to UiPath, long-term investors who are willing to assume some risk may find it to be a speculative investment given its potential for a return.

(Sources: gurufocus.com, fool.com, tipranks.com, statista.com)