Samsara or UiPath: Which Stock Has a Clear Path to Profits?

Samsara or UiPath: Which Stock Has a Clear Path to Profits?

Trey Thoelcke

Wed, September 2, 2026 at 3:35 PM GMT+3 4 min read

• PATH -2.84%
• IOT -4.38%

Quick Read

• Samsara (IOT) commands 78% Buy ratings vs. UiPath's (PATH) 80% neutral wall, and PATH's consensus target of $13 sits well below its $18 stock price.

• Samsara delivered three straight GAAP-profitable quarters with 30% revenue and ARR growth, while UiPath guides FY27 revenue toward single-digit growth.

• UiPath's 63% one-year rally and prior EPS miss create a dangerous expectations bar heading into Thursday's earnings report.

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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) 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.

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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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Contact editorial@247wallst.com for any questions or corrections.