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Ubiquiti Inc.NYSE:UI Stock Report

Market Cap US$35.7b
Share Price
n/a
1Y-8.7%
7D6.0%
1D-0.6%
Portfolio Value
​
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Ubiquiti Inc.

NYSE:UI Stock Report

Market Cap: US$35.7b

Ubiquiti (UI) Stock Overview

Engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. More details

UI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance6/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 19.57% per year

Earnings grew by 34.9% over the past year

Risk Analysis

No risks detected for UI from our risk checks.

UI Community Fair Values

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Ubiquiti Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Ubiquiti
Historical stock prices
Current Share PriceUS$586.17
52 Week HighUS$1,099.99
52 Week LowUS$500.23
Beta1.32
1 Month Change4.86%
3 Month Change4.11%
1 Year Change-8.72%
3 Year Change310.60%
5 Year Change93.26%
Change since IPO3,249.54%

Recent News & Updates

Recent updates

Seeking Alpha • Jul 08

Ubiquiti: Even The Bull Case Struggles To Reach Today's Price

Summary Ubiquiti is rated Sell, as the current valuation exceeds the justified fair value based on forward growth and peer multiples. Enterprise Technology drives 91% of revenue, compounding above 20%, but consensus expects a deceleration to 12.9% growth in FY2027. Despite a debt-free balance sheet and 47% gross margins, UI's price ($525) sits above a defensible fair value range of $400–$490. Thin analyst coverage and single-segment growth concentration heighten valuation risk; upside depends on sustained Enterprise Tech acceleration or Service Provider stabilization. Read the full article on Seeking Alpha
Analysis Article • May 13

Earnings Update: Here's Why Analysts Just Lifted Their Ubiquiti Inc. (NYSE:UI) Price Target To US$826

As you might know, Ubiquiti Inc. ( NYSE:UI ) last week released its latest third-quarter, and things did not turn out...
Analysis Article • Feb 11

Ubiquiti Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Ubiquiti Inc. ( NYSE:UI ) defied analyst predictions to release its quarterly results, which were ahead of market...
Analysis Article • Jan 10

Why Ubiquiti Inc. (NYSE:UI) Could Be Worth Watching

Ubiquiti Inc. ( NYSE:UI ) saw significant share price movement during recent months on the NYSE, rising to highs of...
Analysis Article • Nov 14

Ubiquiti Inc.'s (NYSE:UI) Popularity With Investors Under Threat As Stock Sinks 26%

The Ubiquiti Inc. ( NYSE:UI ) share price has softened a substantial 26% over the previous 30 days, handing back much...
Seeking Alpha • Feb 25

Ubiquiti: The Undisputed Networking Equipment Leader In Its Own Niche

Summary Despite the maturity of the networking equipment industry dominated by Cisco, Ubiquiti found its niche among SMBs and prosumers, which the industry has overserved. Ubiquiti, specializing in serving its niche, significantly outperformed the market, indicating the success of its strategy. Ubiquiti's slowing growth, rising inventory, and declining margin indicate increasing competition. Using the exit multiple used by HPE to acquire Juniper, I believe Ubiquiti is currently fairly valued. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

Ubiquiti Is Having Its Tim Cook Moment

Summary For several years, starting with COVID, operating miscues by Ubiquiti led to chronic inventory mismanagement, with severe product shortages and a massive increase in inventory. Logistical challenges increased costs and impacted margins, increased financial leverage, and limited Ubiquiti's financial flexibility. Over the last year, Ubiquiti increased its addressable market and executed operationally better than at any time in its history. Ubiquiti is well positioned for a multi-year run of growth and financial performance that would exceed any period in its history. Despite the recent appreciation in its share price, we do not believe Ubiquiti's operating improvements are fully reflected in its valuation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Ubiquiti: Unsustainable Cost-Effective Strategy Amidst Intense Competition

Summary Ubiquiti operates in the Enterprise Networking space, facing competition from Cisco, the market leader in enterprise WLAN. The company has a stable financial profile with high margins and low debt but stagnant revenue growth. UI's strategy focuses on cost-effectiveness, offering similar networking solutions at lower costs. Its market share in the WLAN market is small and consolidating, with recent product launches not significantly improving its competitive edge. Read the full article on Seeking Alpha
Seeking Alpha • Jul 23

Ubiquiti: A Growth Recovery Is Finally Here

Summary Ubiquiti is finally returning to growth with new product launches, despite a continuing weak macroeconomic backdrop experienced by the industry. The gross margin level is still pressured by excess inventories, and I believe that the problem should dissipate gradually. I estimate the stock to still be fairly valued with the growth now returning. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

Ubiquiti Inc.: New Products And High Level Performance Expected Into 2025

Summary Ubiquiti Inc. has seen significant stock growth over the past 10 years, with a surge of more than 170% and a +500% increase since going public. The company is focused on improving its enterprise technology, including gateway devices and wireless product security, which has led to revenue increases in the past. Ubiquiti's lean organizational structure and minimal sales force allow for cost savings and a substantial cash balance for research and development. Read the full article on Seeking Alpha

Shareholder Returns

UIUS CommunicationsUS Market
7D6.0%5.1%1.8%
1Y-8.7%56.3%13.3%

Return vs Industry: UI underperformed the US Communications industry which returned 56.3% over the past year.

Return vs Market: UI underperformed the US Market which returned 13.3% over the past year.

Price Volatility

Is UI's price volatile compared to industry and market?
UI volatility
UI Average Weekly Movement5.5%
Communications Industry Average Movement7.8%
Market Average Movement6.8%
10% most volatile stocks in US Market15.2%
10% least volatile stocks in US Market2.8%

Stable Share Price: UI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: UI's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20031,818Robert Perawww.ui.com

Ubiquiti Inc. engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. The company develops technology platforms for high-capacity distributed Internet access and unified information technology. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products.

Ubiquiti Inc. Fundamentals Summary

How do Ubiquiti's earnings and revenue compare to its market cap?
UI fundamental statistics
Market capUS$35.68b
Earnings (TTM)US$960.30m
Revenue (TTM)US$3.27b
36.9x
P/E Ratio
10.8x
P/S Ratio

Is UI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UI income statement (TTM)
RevenueUS$3.27b
Cost of RevenueUS$1.76b
Gross ProfitUS$1.51b
Other ExpensesUS$551.07m
EarningsUS$960.30m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)15.87
Gross Margin46.16%
Net Profit Margin29.33%
Debt/Equity Ratio0%

How did UI perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
21%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 03:17
End of Day Share Price 2026/09/21 00:00
Earnings2026/06/30
Annual Earnings2026/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ubiquiti Inc. is covered by 20 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Timothy LongBarclays
Pierre FerraguBernstein
Timothy LongBMO Capital Markets Equity Research