Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
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Two enterprise automation and AI names step into the same earnings window on Thursday, September 3, 2026, after the close. Samsara (NYSE:IOT | IOT Price Prediction) reports fiscal Q2 2027 results for its Connected Operations Platform, which sells IoT sensors, video safety, telematics and AI automation to fleets and industrial customers. UiPath (NYSE:PATH) reports fiscal Q2 2027 results for its business orchestration and agentic AI platform. Both are unprofitable or barely so, so the growth-allocation question is which company’s path to durable profits the market is actually paying for.
Analyst Consensus and Buy-Side Tilt
The sell-side split is not close. Samsara’s analyst sentiment is 78% bullish, 22% neutral, and 0% bearish. For UiPath, ratings break down as 15% bullish, 80% neutral, and 5% bearish. That is a wall of Hold ratings with one Strong Sell against a broad Buy consensus on the other side, echoing what we flagged in our August 28, 2026, note “Analysts Have a Wall of Holds on Figma, UiPath and GitLab.”
Winner: Samsara.
Price Target and Implied Upside
Samsara shares last closed at $39.06 and have an analyst consensus target of $45.66. The 24/7 Wall St. model shows a predicted price of $47.93, or 22.7% upside, at 0.9 confidence.
UiPath stock last closed at $18.14 per share. The analyst consensus target of $13.44 trails the current price, an unflattering signal that Wall Street believes the recent rally has overshot fair value. Our model tags $24.07, or 33.3% upside at 0.9 confidence,, but the model is calling this against a bearish consensus.
Winner: Samsara.
Setup Into the Report
UiPath is the momentum ticker: up 8.9% in a week, 42.2% in a month, and 63.1% over the past year. That is a very high expectations bar into a same-day print, especially after a −5.48% EPS surprise last quarter and FY27 revenue guidance of $1.776 billion to $1.781 billion, roughly single-digit growth.
Samsara is calmer. Shares are down 0.2% on the week, up 4.8% on the month and 10.2% year to date, and 8.1% higher over one year. Last quarter, Samsara beat non-GAAP EPS by 30.5% on 31% revenue growth and 30% annual recurring revenue (ARR) growth, marking its third consecutive quarter of GAAP profitability.
Winner: Samsara.
Verdict
Samsara wins this matchup outright. The market is paying for growth that is still accelerating in constant currency, a non-GAAP operating margin that expanded to 19%,, GAAP profitability that management expects to hold through full-year FY27, and clean analyst consensus behind the story.
UiPath did have FY2026 net income of $282.33 million, free cash flow of $352.16 million, and an active $500 million repurchase authorization, making it the more profitable business today. Daniel Dines also has real agentic-AI proof points, with 16 of the top 20 deals including AI last quarter and AI-attached expansions running six times larger than deals without it. But growth decelerating toward single digits while the consensus price target trails is not a setup worth chasing.
The single biggest risk to owning Samsara is post-earnings mean reversion. Despite eight straight beats, the average one-week reaction has been −2.0%. Keep an eye on each stock into the report:
- For Samsara, watch net new ARR, the emerging-products mix, and any raise to the $2.005 to $2.013 billion FY27 revenue range.
- For UiPath, watch net new ARR, dollar-based net retention off 109%, and whether Maestro and coding-agent adoption can push revenue growth back above the current guide.
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Trey has been an editor and author at 24/7 Wall St. for more than a decade, where he has published thousands of articles analyzing corporate earnings, dividend stocks, short interest, insider buying, private equity, and market trends. His comprehensive coverage spans the full spectrum of financial markets, from blue-chip stalwarts to emerging growth companies.
Beyond 24/7 Wall St., Trey has created and edited financial content for Benzinga and AOL's BloggingStocks, contributing additional hundreds of articles to the investment community. He previously oversaw the 24/7 Climate Insights site, managing editorial operations and content strategy, and currently oversees and creates content for My Investing News.
Trey's editorial expertise extends across multiple publishing environments. He served as production editor at Dearborn Financial Publishing and development editor at Kaplan, where he helped shape financial education materials. Earlier in his career, he worked as a writer-producer at SVE. His freelance editing portfolio includes work for prestigious clients such as Sage Publications, Rand McNally, the Institute for Supply Management, the American Library Association, Eggplant Literary Productions, and Spiegel.
Outside of financial journalism, Trey writes fiction and has been an active member of the writing community for years, overseeing a long-running critique group and moderating workshop sessions at regional conventions. He lives with his family in an old house in the Midwest.
