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Ubiquiti Inc.NYSE:UI Stock Report

Market Cap US$62.2b
Share Price
US$842.10
US$753.5
11.8% overvalued intrinsic discount
1Y162.3%
7D-8.4%
Portfolio Value
​
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Ubiquiti Inc.

NYSE:UI Stock Report

Market Cap: US$62.2b

Ubiquiti (UI) Stock Overview

Develops 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
Valuation0/6
Future Growth3/6
Past Performance5/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 18.82% per year

Earnings grew by 99.7% over the past year

Risk Analysis

High level of non-cash earnings


UI Community Fair Values

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See what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.

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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$926.69
52 Week HighUS$1,099.99
52 Week LowUS$344.01
Beta1.47
1 Month Change10.73%
3 Month Change48.91%
1 Year Change162.34%
3 Year Change418.08%
5 Year Change244.03%
Change since IPO5,195.37%

Recent News & 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
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...

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
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...
Analysis Article • 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...
Analysis Article • 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

Shareholder Returns

UIUS CommunicationsUS Market
7D-8.4%-4.9%2.1%
1Y162.3%83.0%30.6%

Return vs Industry: UI exceeded the US Communications industry which returned 87.6% over the past year.

Return vs Market: UI exceeded the US Market which returned 31% over the past year.

Price Volatility

Is UI's price volatile compared to industry and market?
UI volatility
UI Average Weekly Movement8.5%
Communications Industry Average Movement8.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

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 (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20031,667Robert Perawww.ui.com

Ubiquiti Inc. develops 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, 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 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$62.23b
Earnings (TTM)US$888.63m
Revenue (TTM)US$2.97b
63.1x
P/E Ratio
18.9x
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$2.97b
Cost of RevenueUS$1.62b
Gross ProfitUS$1.35b
Other ExpensesUS$461.39m
EarningsUS$888.63m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)14.68
Gross Margin45.42%
Net Profit Margin29.90%
Debt/Equity Ratio4.7%

How did UI perform over the long term?

See historical performance and comparison

Dividends

0.3%
Current Dividend Yield
20%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 14:50
End of Day Share Price 2026/05/07 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

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 world class team 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