ADBE vs PATH: AI Stock Comparison

Adobe Inc. vs UiPath, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $PATH has the earlier next catalyst (Dec 2, 2026).
$ADBE
Adobe Inc.
Creative and document software with Firefly AI.
$PATH
UiPath, Inc.
Automation software moving to agentic AI.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding389.2M
as of 2026-09-18 · 10-Q cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $6.76B
10-Q period ended 2026-08-28; +13% y/y · SEC filing
Gross margin 88.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.35B
Same quarter; 35% operating margin · SEC filing
Revenue (latest quarter) $410.3M
10-Q period ended 2026-07-31; +13% y/y · SEC filing
Gross margin 80.4%
Gross profit / revenue, same quarter · SEC filing
Operating income $31.6M
Same quarter; 8% operating margin · SEC filing
Next earnings
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Next catalyst
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Upcoming catalysts
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “Issues relating to the development and use of AI in our solutions may result in reputational harm, liability and adverse business and financial results.” — 10-K risk factor (filed 2026-01-15) · source
  • “We may be unsuccessful at innovating in response to rapid technological or industry changes to meet customer needs, which could cause our business and financial results to suffer materially.” — 10-K risk factor (filed 2026-01-15) · source
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-25) · source
  • “We have incurred net losses in the past, anticipate continuing to incur significant operating expenses in the future, and may not sustain consistent profitability.” — 10-K risk factor (filed 2026-03-25) · source
AI angle

Adobe adds generative AI (Firefly) across Creative Cloud and Acrobat; AI is both a feature driver and a competitive threat from new tools.

UiPath's platform automates business processes; it is adding AI agents to its robots, which its 10-K names as a key development area.

Full analysis: $ADBE →Full analysis: $PATH →

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Related matchups

Deep dives: ADBE next earnings & catalysts · PATH next earnings & catalysts · AI earnings this week