11:48 AM EDT, 03/12/2026 (MT Newswires) -- UiPath's ( PATH ) Q4 highlight was accelerating artificial intelligence revenue, with annual recurring revenue for AI products reaching nearly $200 million, RBC Capital Markets said in a note Thursday.

UiPath's ( PATH ) initial 2027 guidance points to midpoint ARR and revenue growth of 11% and 9%, respectively, with 2026 ARR exceeding $2 billion, the brokerage said Thursday in a note.

RBC said UiPath ( PATH ) is strengthening its sales capacity to meet higher customer demand for agentic capabilities. Management noted that customers who use Maestro are more likely to adopt additional AI capabilities, RBC added.

RBC raised its Q1 revenue revenue guidance to $395 million to $400 million, compared with the previous estimate of $391.5 million and previous consensus of $394 million. For full-year 2027, RBC expects revenue of $1,754 million to $1,759 million, versus the prior estimate of $1,736 million and prior consensus of $1,741 million.

The firm maintained a sector perform rating on UiPath ( PATH ) with a price target of $14.

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