On June 1, UiPath rose 5.72% in regular trading, trading at $12.735/share, with trading volume of $162 million. The stock rebounded sharply as the market shifted focus from a minor earnings miss to strong revenue performance and AI-driven growth momentum.

The company reported first fiscal quarter revenue of $418.4 million, significantly exceeding the consensus estimate of $397.8 million, though adjusted EPS of $0.15 came in one cent below expectations. The initial EPS miss triggered a selloff on the prior session, but sentiment reversed as analysts highlighted the broader growth narrative. Bank of America raised its price target from $12 to $13, while RBC Capital Markets noted continued AI-driven deal momentum and improved customer retention rates.

Management emphasized that 16 of the top 20 deals in the quarter included AI components, with AI expansion deals averaging six times the size of non-AI transactions. Second-quarter revenue guidance of $395–400 million and full-year guidance of $1.776–1.781 billion both slightly exceeded consensus, further supporting the rebound. The broader Systems Software sector also traded positively, with ServiceNow up 7.6% and NEBIUS up 12.83%.

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