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Uniti Group Inc.NasdaqGS:UNIT 株式レポート

時価総額 US$2.7b
株価
US$11.28
US$8.5
32.7% 割高 内在価値ディスカウント
1Y51.3%
7D-6.0%
ポートフォリオ価値
表示

Uniti Group Inc.

NasdaqGS:UNIT 株式レポート

時価総額:US$2.7b

Uniti Group(UNIT)株式概要

Uniti Group Inc.は、米国全土でミッションクリティカルな接続を可能にすることを専門とする、一流のインサージェント・ファイバー・プロバイダーである。 詳細

UNIT ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長0/6
過去の実績4/6
財務の健全性1/6
配当金0/6

UNIT Community Fair Values

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See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Uniti Group Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Uniti Group
過去の株価
現在の株価US$11.12
52週高値US$12.18
52週安値US$5.30
ベータ1.45
1ヶ月の変化7.03%
3ヶ月変化38.14%
1年変化51.34%
3年間の変化82.68%
5年間の変化-36.27%
IPOからの変化-77.67%

最新ニュース

ナラティブ更新 May 01

UNIT: Neutral Rating And 2026 Loss Guidance Will Restrain Upside Potential

Analysts have lifted their consolidated price target for Uniti Group to $9, reflecting updated models after the Q4 report and recent target increases of $3 at Barclays and $1 at RBC Capital. Analyst Commentary The latest research on Uniti Group centers on modest price target adjustments and refreshed models following the Q4 report.
ナラティブ更新 Apr 16

UNIT: Elevated Margin Assumptions Will Drive Cautious View On 2026 Earnings

Analysts have raised the consolidated price target for Uniti Group to align with recent Street moves. This reflects updated models after the Q4 report and cites an adjusted fair value of $8.50, along with revised assumptions on the discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Apr 02

UNIT: Neutral Stance And 2026 Loss Outlook Will Limit Re Rating Potential

Narrative Update: Uniti Group Analyst Price Target Shift The analyst price target for Uniti Group is now $9, up from $8.80. The change is supported by updated post-Q4 models and broader REIT group target revisions cited in recent Street research.

Recent updates

ナラティブ更新 May 01

UNIT: Neutral Rating And 2026 Loss Guidance Will Restrain Upside Potential

Analysts have lifted their consolidated price target for Uniti Group to $9, reflecting updated models after the Q4 report and recent target increases of $3 at Barclays and $1 at RBC Capital. Analyst Commentary The latest research on Uniti Group centers on modest price target adjustments and refreshed models following the Q4 report.
ナラティブ更新 Apr 16

UNIT: Elevated Margin Assumptions Will Drive Cautious View On 2026 Earnings

Analysts have raised the consolidated price target for Uniti Group to align with recent Street moves. This reflects updated models after the Q4 report and cites an adjusted fair value of $8.50, along with revised assumptions on the discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Apr 02

UNIT: Neutral Stance And 2026 Loss Outlook Will Limit Re Rating Potential

Narrative Update: Uniti Group Analyst Price Target Shift The analyst price target for Uniti Group is now $9, up from $8.80. The change is supported by updated post-Q4 models and broader REIT group target revisions cited in recent Street research.
ナラティブ更新 Mar 18

UNIT: Neutral Rating And 2026 Net Loss Guidance Will Constrain Upside Potential

Narrative Update: Uniti Group Analyst Price Target Shift The updated analyst price target framework for Uniti Group now reflects a fair value estimate of $6.00. This is supported by recent target moves to $9 from $8.80 and to $7 from $6, as analysts refresh models after the Q4 report and a broader review of the REIT group.
ナラティブ更新 Mar 04

UNIT: Higher P/E Expectations And Fiber Expansion Will Shape Balanced 2026 Outlook

Analysts have raised their price target on Uniti Group by $1. The updated view reflects changes in their fair value estimate, growth and margin assumptions, and a significantly higher future P/E multiple.
ナラティブ更新 Feb 17

UNIT: Sector Headwinds And Fiber Build Commitments Will Constrain Upside Potential

Analysts have slightly increased their fair value estimate for Uniti Group, with the updated price target moving roughly $0.11. This adjustment reflects fine-tuned assumptions around the discount rate, profit margin, and future P/E following recent sector wide REIT updates.
ナラティブ更新 Feb 03

UNIT: Fiber Buildout And AI Connectivity Will Recast Earnings Mix Over Time

Analysts have slightly raised their price target on Uniti Group to about $10.77 from $10.65, reflecting updated assumptions around fiber revenue growth, profit margins, and future P/E multiples. This follows recent research that adjusted targets within the REIT sector and highlighted both heavier investment needs and balance sheet pressures.
ナラティブ更新 Jan 20

UNIT: Fiber Expansion And Leverage Pressures Will Shape Balanced Long-Term Outlook

Narrative Update Analysts have nudged their fair value estimate for Uniti Group to about US$7.37 per share from roughly US$7.20, reflecting updated views on revenue mix, profit margins, and an adjusted forward P/E assumption informed by recent price target moves clustered around US$6 to US$7. Analyst Commentary Recent Street research on Uniti Group clusters around modest price targets in the US$6 to US$7 range, with differing views on how cleanly the company can shift its business toward higher growth fiber offerings while managing leverage and earnings pressure.
ナラティブ更新 Jan 05

UNIT: Fiber Investment Shift Will Recast Earnings Mix Over Time

Analysts have trimmed their fair value estimate for Uniti Group from US$11.00 to about US$10.65 and lowered their price targets to US$6 to US$7, pointing to higher required returns, more cautious revenue growth assumptions, and uncertainty around the timing of a shift toward fiber driven earnings. Projected profit margins and future P/E multiples have been reset to reflect updated expectations.
ナラティブ更新 Dec 19

UNIT: Fiber Transition And Leverage Management Will Drive Cautious Long-Term Outlook

Analysts have cut their price target on Uniti Group to $6 from roughly $7.50. This reflects a shift to lower valuation multiples amid concerns over near term EBITDA pressure, elevated leverage tied to heavy fiber investment, and uncertainty around the pace of transition away from contracting legacy revenue streams.
ナラティブ更新 Dec 05

UNIT: Fiber Expansion And Leverage Management Will Shape Balanced Long-Term Outlook

The analyst price target for Uniti Group has been reduced from $7.50 to $6.00 per share, as analysts apply a lower forward EBITDA multiple to reflect near term EBITDA pressure, elevated leverage, and uncertainty around the pace of the shift to higher growth fiber services, despite the company’s longer term secular demand tailwinds. Analyst Commentary Recent Street research reflects a balanced but cautious stance on Uniti Group, with price targets clustered in the mid single digits and ratings centered around Neutral or equivalent.
Seeking Alpha Dec 02

Uniti Group: No Margin Of Safety, No Room For Error

Summary Uniti Group is rated 'Hold' due to constrained free cash flow, high leverage, and lack of margin of safety post-Windstream merger. The merger with Windstream offers strategic benefits but has yet to unlock cheaper financing or material cash flow synergies; fiber business remains only 21.5% of revenues. UNIT trades at a 71% premium to peers on EV/OCF and is 42% above DCF-derived intrinsic value, with heavy capex and interest coverage at precarious levels. I await evidence of sustained cash flow improvement, deleveraging, or capex discipline before considering an upgrade from 'Hold.' Read the full article on Seeking Alpha
ナラティブ更新 Nov 21

UNIT: Fiber Transition And Rural Expansion Will Drive Long-Term Opportunities

Uniti Group’s analyst price target was reduced from $7.50 to $6.00. Analysts cited increased leverage, declining EBITDA, and uncertainty in the timing of fiber revenue growth as primary concerns shaping their revised outlook.
分析記事 Nov 14

We Think Shareholders Should Be Aware Of Some Factors Beyond Uniti Group's (NASDAQ:UNIT) Profit

Uniti Group Inc.'s ( NASDAQ:UNIT ) stock rose after it released a robust earnings report. However, we think that...
ナラティブ更新 Nov 06

UNIT: Expansion Into Tier Two And Three Markets Will Drive Long-Term Momentum

Analysts have modestly reduced their fair value estimate for Uniti Group from $7.48 to $7.42 per share. This change reflects tempered expectations for revenue growth, as well as recognition of improved profit margins and ongoing earnings volatility.
ナラティブ更新 Oct 23

Analyst Commentary Highlights Mixed Outlook for Uniti Group Amid Valuation Shifts and Expansion News

Analysts have adjusted their price target for Uniti Group slightly to $7.48. This reflects a cautious outlook in light of ongoing revenue contraction and anticipated earnings volatility, despite recognized growth opportunities from its partnership with Windstream.
ナラティブ更新 Oct 09

Fiber Expansion Will Capture 5G And AI Demand

Analysts have lowered Uniti Group's fair value estimate from $8.25 to $7.48, citing ongoing portfolio rationalization and earnings volatility as key considerations for the adjustment. Analyst Commentary Analyst perspectives on Uniti Group reflect a nuanced view of the company's current positioning and outlook.
ナラティブ更新 Aug 28

Fiber Expansion Will Capture 5G And AI Demand

A decrease in Unity Group’s future P/E multiple alongside a lower discount rate suggests expectations of slightly improved risk or growth outlook, yet overall sentiment has weakened, prompting analysts to lower their consensus price target from $9.10 to $8.25. What's in the News Uniti Group Inc.
分析記事 Aug 21

Unity Group LLC's (NASDAQ:UNIT) 30% Dip In Price Shows Sentiment Is Matching Revenues

NasdaqGS:UNIT 1 Year Share Price vs Fair Value Explore Unity Group's Fair Values from the Community and select yours...
ナラティブ更新 Aug 06

Fiber Expansion Will Capture 5G And AI Demand

The upward revision in Uniti Group’s price target reflects improvements in net profit margin and a higher discount rate, with fair value increasing from $5.76 to $6.26. What's in the News Uniti Group expects 2025 revenue of $2,215 million to $2,265 million, reflecting five months of post-merger Windstream consolidation.
Seeking Alpha Feb 21

Uniti Group Surges As The Bullish Case Becomes Obvious

Summary Uniti Group Inc.'s Q4 2024 results were mixed, but the overall outlook remains positive, reaffirming my 'strong buy' rating due to significant undervaluation. Despite missing analysts' expectations, Uniti Group's revenue grew by 2.7%, and operating cash flow and EBITDA showed strong improvements. The company's strategic debt reduction and promising merger with Windstream enhance its financial stability and growth potential, particularly in AI infrastructure. With substantial upside potential, UNIT's fair value per share could reach up to $31.29, offering annualized returns of up to 51.5%. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Feb 13

Merger With Windstream Will Expand Fiber Network And Market Reach

Strong demand for fiber infrastructure and strategic partnerships are set to improve revenue growth and capital efficiency.
Seeking Alpha Nov 01

Uniti Group: Q3 Earnings, Buying As Share Plummet

Summary Shares of Uniti Group plunged after management announced financial results for the third quarter of the company's 2024 fiscal year and provided guidance for 2024. A change regarding a material issue likely exacerbated matters, but this represents a great buying opportunity. The stock offers tremendous upside and should continue to fare well as time progresses. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

Uniti Group: The Dividend Is Threatened By The Windstream Merger

Summary Uniti Group's merger with Windstream aims to create synergies, but the combined company still faces significant free cash flow and dividend financing challenges. Despite a 2% revenue increase and a drop in interest expenses, Uniti's free cash flow remains negative, necessitating borrowing to fund dividends. The merger could save $120-$130 million in free cash flow, but new preferred share obligations pose risks. I recommend avoiding Uniti shares due to the likelihood of a common share dividend cut to manage merger-related costs and financial strain. Read the full article on Seeking Alpha
Seeking Alpha Aug 19

Uniti Group's Upside Is Potentially Massive

Summary Uniti Group continues to trade at a big discount following news that the firm would be merging with Windstream. Despite some profitability metrics declining, Uniti Group's revenue has increased, and the company remains attractively priced. Based on current projections, shares seem to offer significant market-beating potential over the next couple of years. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

Uniti Group: 17% Yield Bonds Offer A Better Play Than The Stock

Summary We had rated Uniti Group Inc. as a Sell in December 2023 and May 2024. We go over why we are now upgrading this to a Hold. We tell you why a bounce is very probable and why bullish investors should still look at the bonds for returns. Read the full article on Seeking Alpha
Seeking Alpha May 03

Uniti And Windstream: The Circle Of Capital Markets

Summary Uniti Group is merging with Windstream, the company it was spun out of almost 10 years ago. The merger will apparently allow Windstream to accelerate network investments and provide enhanced services to customers. The combined company will primarily be a telecom that owns its own fiber network. Dividend likely goes to zero. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Uniti Group: Fiber Demand Facilitates Leasing Or Sale

Summary Uniti Group owns valuable fiber assets but struggles with high leverage and debt servicing costs. Two pathways for UNIT stock to overcome its debt burden: lease-up of existing fiber capacity and sale of assets or the company. The demand for fiber is increasing due to 5G and AI, creating opportunities for the Company to generate more cash flow and potentially improve its financial situation. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Uniti Group: High Yield Comes With Too Much Debt

Summary Uniti Group, a REIT, has a high yield of around 9%, but there are many challenges and uncertainties surrounding the company. The majority of Uniti's revenues come from its leasing segment, with a significant portion derived from its contract with Windstream. Uniti's debt exceeds the reported value of its assets, posing risks to shareholders in the event of a crisis. Read the full article on Seeking Alpha

株主還元

UNITUS TelecomUS 市場
7D-6.0%0.7%3.2%
1Y51.3%-0.02%31.0%

業界別リターン: UNIT過去 1 年間で-0 % の収益を上げたUS Telecom業界を上回りました。

リターン対市場: UNIT過去 1 年間で31 % の収益を上げたUS市場を上回りました。

価格変動

Is UNIT's price volatile compared to industry and market?
UNIT volatility
UNIT Average Weekly Movement7.8%
Telecom Industry Average Movement7.8%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: UNIT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: UNITの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20158,632Kenny Gundermanwww.uniti.com

ユニティ・グループ・インクは、全米でミッション・クリティカルな接続を可能にすることに専心する一流の反乱ファイバー・プロバイダーである。同社は、高速で信頼性の高い通信サービスを構築、運営、提供し、100万人以上の消費者と企業をデジタル経済で支援している。同社の幅広いサービスポートフォリオは、一連のブランドを通じて提供されている:ユニティ・ホールセール、キネティック、ユニティ・ファイバー、ユニティ・ソリューションズ。ユニティ・グループ・インクは2015年に法人化され、アーカンソー州リトルロックに本社を置いている。

Uniti Group Inc. 基礎のまとめ

Uniti Group の収益と売上を時価総額と比較するとどうか。
UNIT 基礎統計学
時価総額US$2.75b
収益(TTM)US$1.25b
売上高(TTM)US$2.23b
2.2x
PER(株価収益率
1.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
UNIT 損益計算書(TTM)
収益US$2.23b
売上原価US$758.00m
売上総利益US$1.48b
その他の費用US$227.80m
収益US$1.25b

直近の収益報告

Dec 31, 2025

次回決算日

May 11, 2026

一株当たり利益(EPS)5.15
グロス・マージン66.08%
純利益率55.88%
有利子負債/自己資本比率2,509.6%

UNIT の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 00:36
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Uniti Group Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Timothy LongBarclays
Brendan LynchBarclays
Matthew GriffithsBofA Global Research