Ubiquiti Inc.

NYSE:UI 주식 리포트

시가총액: US$61.4b

Ubiquiti 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Robert Pera

최고경영자

US$630.7k

총 보수

CEO 급여 비율n/a
CEO 재임 기간22.6yrs
CEO 지분 보유율93.0%
경영진 평균 재임 기간데이터 없음
이사회 평균 재임 기간12.6yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Apr 07

Ubiquiti's Valuation May Need To Cool Down

Summary Ubiquiti Inc. could need to shift manufacturing of some routers to the US due to the FCC's recent foreign-made router ban. The change could cause operational hiccups and higher costs. UI's financial momentum stands strong. Current products remain highly competitive, and new launches create further earnings growth potential. UI stock already prices in significant earnings growth. I estimate an 11% base scenario downside to $753.1. Read the full article on Seeking Alpha
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • Sep 05

Ubiquiti Inc. (NYSE:UI) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Ubiquiti Inc. ( NYSE:UI ) shares have been powering on, with a gain of 29% in the last...
분석 기사 • May 14

Ubiquiti Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

A week ago, Ubiquiti Inc. ( NYSE:UI ) came out with a strong set of quarterly numbers that could potentially lead to a...
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
Seeking Alpha • Dec 11

Ubiquiti: Competitive Threats And Chinese Competition - Avoid

Summary Ubiquiti specializes in manufacturing and selling wireless data communication and wired products for enterprises and homes. Their products offer high-performance networking technology at a disruptive price point, making them popular among small to medium-sized businesses and tech enthusiasts. Ubiquiti faces competition from companies like Cisco Systems, Netgear, and Aruba Networks, but their products stand out for their high data speeds and lower price point. Declining margins, a worsening balance sheet, and commoditized products make this a sell. Wait to see if the company launches integrated software products to boost margins. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09

Ubiquiti: Weak Quarters Shouldn't Undermine Long-Term Story

Summary Ubiquiti's Q1/FY2024 results were a negative surprise because of weak revenues, causing the stock price to fall by -15%. As the industry seems to be facing a challenging macro environment, I believe that Ubiquiti's long-term story should still stand despite current weakness. My DCF model estimates a higher upside than in the previous write-up, but I don't believe the upside is significant enough for a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Aug 29

Buy The Drop In Ubiquiti Inc.

Summary Ubiquiti Inc. has been a great growth stock for years. Recent issues with the supply chain have caused it to decline. I expect growth to return. The company's business strategy, focused on R&D and efficient cost structure, has been successful. The recent stock price drop presents a potential buying opportunity, as the issues causing the decline are likely short-term and manageable. Read the full article on Seeking Alpha

CEO

Robert Pera (47 yo)

22.6yrs
재임 기간
US$630,709
보수

Mr. Robert J. Pera founded Ubiquiti Inc. (formerly known as Ubiquiti Networks, Inc.) in October 2003 and has been its Chief Executive Officer since October 2003. Mr. Pera is a Controlling Owner and Chairma...

이사회 구성원

이름직위재임 기간보수지분
Robert Pera
Founder22.6yrsUS$630.71k92.99%
$ 57.1b
Rafael Torres
Independent Director12.6yrsUS$200.00k0.017%
$ 10.1m
Brandon Arrindell
Independent Director4.8yrsUS$200.00k데이터 없음
12.6yrs
평균 재임 기간
47yo
평균 나이

경험이 풍부한 이사회: UI의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.6 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 14:06
종가2026/05/06 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Ubiquiti Inc.는 20명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy LongBarclays
Pierre FerraguBernstein
Timothy LongBMO Capital Markets Equity Research