A leader in robotic process automation (RPA), adding AI to automate business workflows.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 15 | LOW-RELEVANCE / NOT APPLICABLE (~15) |
| Capex-vs-Demand Gap / Revenue & ARR Quality | 50 | AMBER (~45–55) |
| Insider-Selling Intensity | 61 | AMBER–RED (~58–65) |
| Financing Opacity / Circular Leverage | 30 | LOW (~25–35) |
| Energy & Diminishing Returns | 20 | LOW-RELEVANCE (~20) |
| Organic End-User Demand | 65 | AMBER–RED (~60–70) |
Q. 'ARR growth has decelerated in a straight line from roughly 50% to 11% over four years — $186 million net new ARR in FY2026 on a $1.85 billion base. Microsoft Power Automate ships bundled in Microsoft 365 at zero marginal cost to your enterprise customers. How many of your 2,506 customers spending $100K or more are primarily automating Microsoft workflows that Microsoft already covers for free?'
A. ARR deceleration: ~50% → ~32% → ~17% → ~11% (FY2022–FY2026, extrapolated from ARR figures in UiPath earnings releases — PRIMARY/SECONDARY). Net-new ARR FY2026: $186M (FY2026 annual earnings — PRIMARY). Q4 FY2026 ARR: $1.853B (+11% YoY — PRIMARY). Customers $100K+ ARR: 2,506 (Q3 FY2026 — SECONDARY). Microsoft Power Automate competitive threat identified in sheet. Percentage of ARR at substitution r
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Insider selling, Organic demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 61.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Malpani Raghavendra | CPO & CTO | 2026-07-01 | Tax withholding | $22,773 | — |
| Malpani Raghavendra | CPO & CTO | 2026-07-01 | Tax withholding | $280,848 | — |
| Ramani Hitesh | Chief Accounting Offic | 2026-07-01 | Tax withholding | $14,381 | — |
| Ramani Hitesh | Chief Accounting Offic | 2026-07-01 | Tax withholding | $83,232 | — |
| Ramani Hitesh | Chief Accounting Offic | 2026-07-01 | Tax withholding | $14,381 | — |
| Ramani Hitesh | Chief Accounting Offic | 2026-07-01 | Tax withholding | $83,232 | — |
| Gupta Ashim | COO & CFO | 2026-07-01 | Tax withholding | $133,331 | — |
| Gupta Ashim | COO & CFO | 2026-07-01 | Tax withholding | $331,818 | — |
| Brubaker Brad | GC & Chief Legal Offic | 2026-07-01 | Tax withholding | $67,514 | — |
| Brubaker Brad | GC & Chief Legal Offic | 2026-07-01 | Tax withholding | $171,833 | — |
EDGAR Form 4, parsed structured · last 10 txns · asof 2026-07-20 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.