PATH vs SNOW: AI Stock Comparison

UiPath, Inc. vs Snowflake 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: Both have a catalyst on Dec 2, 2026.
$PATH
UiPath, Inc.
Automation software moving to agentic AI.
$SNOW
Snowflake Inc.
Cloud data platform used for AI workloads.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)352.8M
as of 2026-08-21 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
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
Revenue (latest quarter) $1.55B
10-Q period ended 2026-07-31; +35% y/y · SEC filing
Gross margin 67.0%
Gross profit / revenue, same quarter · SEC filing
Operating income -$263.0M
Same quarter; -17% operating margin · SEC filing
Next earnings
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Next catalyst
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Upcoming catalysts
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “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
  • “We have a history of operating losses and may not achieve or sustain profitability in the future.” — 10-K risk factor (filed 2026-03-20) · source
  • “As we are offering our platform in China through a Chinese-owned operating partner to Chinese affiliates of certain multi-national customers, risks associated with economic, political, and…” — 10-K risk factor (filed 2026-03-20) · source
AI angle

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

Snowflake's consumption revenue rises as customers prepare and query data for AI; it offers AI and model services on its platform.

Full analysis: $PATH →Full analysis: $SNOW →

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