Ubiquiti Inc.

Ubiquiti Inc.

UIยทNYSE

$576.13

+0.12%
TechnologyCommunication Equipment

Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. It develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, and other WLAN products, as well as consumer products under the Ubiquiti Labs brand name. The company also provides technology platforms, such as airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; EdgeMAX, a software and system routing platform; airFiber, a point-to-point radio system; and UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks. In addition, it offers UniFi -Enterprise WLAN, an enterprise Wi-Fi system that allows for on-site and remote management through the cloud; UniFi Protect, a video surveillance system, which provides statistical reporting and advanced analytics; UniFi Switch that deliver performance, switching, and power of Ethernet support for enterprise networks; UniFi Console, an enterprise class router and security gateway device; and UniFi Access, a door access system. Further, offers base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; antennas; and mounting brackets, cables, and power over Ethernet adapters. It serves customers through a network of approximately 100 distributors, online retailers, and direct to customers worldwide. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$34.87B
EPS11.7700
P/E Ratio48.95
Earnings Date08/28/2026
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Ubiquiti Inc. Street Expectations Map

UI ยท NYSE

Wall Street analysts project that UI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 672.00, with estimates ranging from a low of 672.00 to a high of 672.00.

Lowest Target
672.00
16.64%
Consensus Target
672.00
16.64%
Highest Target
672.00
16.64%

The consensus 1-year price target stands at 672.00, with estimates ranging from a low of 672.00 to a high of 672.00.

Analyst Consensus Analysis

Upside Potential

+16.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ubiquiti Inc. Forward Estimates of Revenue

UI ยท NYSE
Latest Revenue
2.57B
FY 2025
Avg Estimate
3.03B
FY 2026
Estimate Range
3.00B - 3.05B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Ubiquiti Inc. Forward Estimates of Net Income

UI ยท NYSE
Latest Net Income
711.92M
FY 2025
Avg Estimate
757.93M
FY 2026
Estimate Range
754.52M - 761.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ubiquiti Inc. Forward Estimates of EPS

UI ยท NYSE
Latest EPS
11.77
FY 2025
Avg Estimate
$12.53
FY 2026
Estimate Range
$12.46 - $12.58
Analyst Spread

Forward Growth Analysis

Projected Growth+6.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ubiquiti Inc. Forward Estimates of EBIT

UI ยท NYSE
Latest EBIT
836.28M
FY 2025
Avg Estimate
926.55M
FY 2026
Estimate Range
917.31M - 932.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ubiquiti Inc. Forward Estimates of EBITDA

UI ยท NYSE
Latest EBITDA
858.18M
FY 2025
Avg Estimate
951.61M
FY 2026
Estimate Range
942.12M - 957.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ubiquiti Inc. Forward Estimates of SG&A Expense

UI ยท NYSE
Latest SG&A Expense
111.50M
FY 2025
Avg Estimate
116.00M
FY 2026
Estimate Range
114.84M - 116.77M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Ubiquiti Inc. Insider Positioning

UI ยท NYSE

During the last 12 months, insiders have sold $542K worth of UI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

500

340.26K

Net Activity

-340K

-$340K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

350

201.80K

Net Activity

-202K

-$202K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
RK

Radigan Kevin

Officer: Chief Accounting Officer

850 sharesโ€ข2 transactions

$542K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $542K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$340K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.