NOW vs PATH: AI Stock Comparison
ServiceNow, 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: Not enough tracked catalysts to compare.
| AI exposure score | ⚡⚡⚡⚡⚡ 3/5 | ⚡⚡⚡⚡⚡ 3/5 |
|---|---|---|
| Shares outstanding | 1.04B as of 2026-09-30 · 10-Q cover page · SEC filing | Not shown (multiple share classes or no recent cover-page figure) |
| Category | Cloud software | Cloud software |
| Key metrics | Revenue (latest quarter) $4.11B 10-Q period ended 2026-09-30; +21% y/y · SEC filing Gross margin 70.5% Gross profit / revenue, same quarter · SEC filing Operating income $385.0M Same quarter; 9% 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 | Not yet announced / not on our calendar | |
| Next catalyst | Not yet announced / not on our calendar | |
| Upcoming catalysts | None tracked | |
| Most recent reported | Oct 28, 2026 ServiceNow, Inc. reports quarterly results · source Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q. | Not yet announced / not on our calendar |
| Key risks |
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| AI angle | ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base. | 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: $NOW → | Full analysis: $PATH → |
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