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Below is UiPath’s $PATH net new ARR for 2025 and my prediction for 2026.
I see acceleration.
If I’m wrong, then my thesis is wrong.
But I believe I’m right.
2025
Q1: $27M
Q2: $31M
Q3: $59M
Q4: $70M
Total: $187M
My 2026 forecast
Q1: $50M
Q2: $40M
Q3: $82M
Q4: $100M 🚀
Total: $272M
That’s ~45% YoY growth in net new ARR. 🚀
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