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 2:35 PM GMT+2 5 min read IOT PATH 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. Just released.

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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. 24/7 Wall St. Analyst Consensus and Buy-Side Tilt IOT Analyst Ratings — 24/7 Wall St.

PATH Analyst Ratings — 24/7 Wall St. 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.

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IOT Price Target — 24/7 Wall St. 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.

PATH Price Target — 24/7 Wall St. 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. PATH Earnings Explorer — 24/7 Wall St. 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. IOT Earnings Explorer — 24/7 Wall St. 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. Got $1,000?

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