Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$33.5B
61M shares
52-week range
$500.23 – $1,099.99
12% from low
Sector
RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
Exchange
NYSE
CS
P/S (TTM)
10.5
EV / FCF (TTM)
37.5
Ubiquiti Inc develops and sells networking equipment and provides related software platforms through distributors, online retailers, and its web stores. The Company develops technology platforms for high-capacity distributed Internet access and secure, easily managed network infrastructure, including connected sensors, cameras, access devices, appliances and other endpoint devices for enterprise, industrial and service-provider environments. Its solutions are categorized into Enterprise Technology and Service Provider Technology. The Company markets its products through distributors, value-added resellers, web stores, systems integrators, corporate IT professionals, and its Ubiquiti Community.
www.ui.comNo one on the platform currently holds UI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 218,944 | $173.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-31 | $1.0000 | 2026-09-08 |
| 2026-05-18 | $0.8000 | 2026-05-26 |
| 2026-02-17 | $0.8000 | 2026-02-23 |
| 2025-11-17 | $0.8000 | 2025-11-24 |
| 2025-09-02 | $0.8000 | 2025-09-08 |
| 2025-05-19 | $0.6000 | 2025-05-27 |
| 2025-02-18 | $0.6000 | 2025-02-24 |
| 2024-11-18 | $0.6000 | 2024-11-25 |
| 2024-09-03 | $0.6000 | 2024-09-09 |
| 2024-05-17 | $0.6000 | 2024-05-28 |
No one on the platform has traded UI yet.
| 2024-02-16 | $0.6000 | 2024-02-26 |
| 2023-11-10 | $0.6000 | 2023-11-20 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 96.5% | 82.4% | 114.9% | — | — | — |
| Rev. Growth % | 27.2% | 11.5% | ||||
| Profit Margin % | 29.3% | 23.7% | 25.7% | |||
| Free Cash Flow Margin % | 27.8% | 18.4% | 22.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.0% on the P/E track.
At today's price, your expected annual return is +13.2% on the P/E track.
At today's price, your expected annual return is +20.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $4.0B | +25.3% | $17.71 | $17.17–$18.25 | 32.1× | 1 |
| 2028 | $4.6B | +14.6% | $19.58 | $18.98–$20.17 | 29.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-21 | $4.03 | $4.73 | +17.4% |
| 2026-05-08 | $4.29 | $3.88 | -9.6% |
| 2026-02-06 | $3.08 | $3.88 | +26.0% |
| 2025-11-07 | $2.93 | $3.46 | +18.1% |
| 2025-08-22 | $2.23 | $3.54 | +58.7% |
| 2025-05-09 | $1.97 | $3.00 | +52.3% |
| 2025-02-07 | $2.14 | $2.28 | +6.5% |
| 2024-11-08 | $1.63 | $2.14 | +31.3% |
| $21.6B |
| — |
| GRMNGarmin Ltd. | $280.38 | -0.81% | $54.1B | — |
| HPEHewlett Packard Enterprise Company | $55.41 | -10.76% | $73.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$UI No NVR needed. Pretty cool! https://ui.social/Meet-UniFi-G6-Edge
View on StockTwits ↗
$UI According to the IDC report that TKelly posted below, last quarter, UI grew 33% in the global WLAN market that had a 23% global growth rate. Supercharged by Wi-Fi 7. They have close to 13% of global market. Cisco remains the largest.
View on StockTwits ↗
$UI https://www.idc.com/resource-center/blog/enterprise-wlan-market-grows-23-2-to-3-2-billion-in-2q26-driven-by-accelerating-wi-fi-7-adoption/
View on StockTwits ↗
$UI 491k shares shorts as of aug 31 11.5% of float
View on StockTwits ↗$UI Someone(s) making a LOT of money from manipulating this stock- with a relatively small amount of capital. I’m not counting on it, but when UI releases the September quarterly results- if we see that UI has been executing buybacks, I will be very happy.
View on StockTwits ↗
$UI stairs up, elevator down, oh the joy of being a long term investor
View on StockTwits ↗
$UI Barclay's reiterated an underweight with the target of 489 this morning
View on StockTwits ↗
$UI purchased a moderate amount on dip at $510
View on StockTwits ↗
@kevinkator I don't have any proof of this other than what I observe in my portfolio, but I feel like algorithmic trading is kind of dominating the market these days and causing extreme volatility in individual stocks. $UI 's low float of course exacerbates this.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.