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Ubiquiti Networks
(NYSE:UI)
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Rating:71Outperform
Price Target:
$575.00
▼(-3.65% Downside)
Action:Reiterated
Date:09/10/26
The score is driven primarily by strong financial performance (high margins and very strong recent free cash flow) and supported by positive capital return actions (dividend and extended buyback). Offsetting factors are weak technical positioning (price below key moving averages) and a relatively high P/E with a modest dividend yield.
Positive Factors
Strong profitability and cash generation
Ubiquiti is converting strong operating performance into substantial cash, with free cash flow closely aligned to net income and growing about 22%. Robust margins and cash generation provide resources for product investment, working capital needs, dividends, and repurchases over the coming quarters.
Negative Factors
Service Provider Technology revenue decline
Declining Service Provider Technology revenue shows that growth is not broad-based across Ubiquiti’s platforms. Weakness in this established business can make consolidated results more dependent on Enterprise execution and may create greater variability if that newer growth engine slows.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong profitability and cash generation
Ubiquiti is converting strong operating performance into substantial cash, with free cash flow closely aligned to net income and growing about 22%. Robust margins and cash generation provide resources for product investment, working capital needs, dividends, and repurchases over the coming quarters.
Read all positive factors
Ubiquiti Networks Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where Ubiquiti Networks is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where Ubiquiti Networks is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyUbiquiti Networks (UI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$35.14B
Dividend Yield0.65%
Average Volume (3M)143.79K
Price to Earnings (P/E)32.8
Beta (1Y)1.59
Revenue Growth27.22%
EPS Growth34.82%
CountryUS
Employees1,818
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)15.87
Shares Outstanding60,528,380
10 Day Avg. Volume182,609
30 Day Avg. Volume143,786
Financial Highlights & Ratios
PEG Ratio0.97
Price to Book (P/B)22.44
Price to Sales (P/S)9.87
P/FCF Ratio35.55
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$734.50Price Target Upside23.07% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)17.23
Revenue Forecast (FY)$3.69B
Ubiquiti Networks Business Overview & Revenue Model
Company Description
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 ...
How the Company Makes Money
Ubiquiti makes money primarily by selling networking hardware, with revenue recognized from product shipments to customers through distribution and reseller channels. Key revenue streams generally include (1) enterprise/SMB and prosumer networking...
Ubiquiti Networks Financial Statement Overview
Summary
Income Statement
90
Very Positive
Balance Sheet
78
Positive
Cash Flow
86
Very Positive
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 3.27B | 2.57B | 1.93B | 1.94B | 1.69B |
| Gross Profit | 1.51B | 1.12B | 739.76M | 760.73M | 669.81M |
| EBITDA | 1.20B | 858.18M | 518.25M | 560.86M | 475.95M |
| Net Income | 960.30M | 711.92M | 349.96M | 407.64M | 378.66M |
Balance Sheet | |||||
| Total Assets | 2.20B | 1.47B | 1.15B | 1.41B | 844.71M |
| Cash, Cash Equivalents and Short-Term Investments | 611.20M | 149.73M | 126.34M | 114.94M | 136.65M |
| Total Debt | 79.96M | 297.42M | 757.29M | 1.14B | 853.26M |
| Total Liabilities | 757.94M | 798.19M | 1.06B | 1.52B | 1.23B |
| Stockholders Equity | 1.44B | 668.26M | 95.06M | -115.73M | -382.88M |
Cash Flow | |||||
| Free Cash Flow | 908.94M | 627.44M | 529.54M | -166.36M | 356.79M |
| Operating Cash Flow | 928.68M | 640.03M | 541.52M | -145.43M | 370.26M |
| Investing Cash Flow | -109.07M | -12.59M | -11.97M | -20.93M | -11.18M |
| Financing Cash Flow | -446.76M | -604.06M | -518.02M | 144.96M | -472.27M |
Ubiquiti Networks Technical Analysis
Negative
596.80
Price Trends
557.23
Negative
639.54
Negative
655.02
Negative
Market Momentum
1.66
Positive
33.76
Neutral
23.32
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For UI, the sentiment is Negative. The current price of 596.8 is above the 20-day moving average (MA) of 579.06, above the 50-day MA of 557.23, and below the 200-day MA of 655.02, indicating a bearish trend. The MACD of 1.66 indicates Positive momentum. The RSI at 33.76 is Neutral, neither overbought nor oversold. The STOCH value of 23.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for UI.
Ubiquiti Networks Risk Analysis
Ubiquiti Networks disclosed 59 risk factors in its most recent earnings report. Ubiquiti Networks reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Ubiquiti Networks Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $35.14B | 32.80 | 85.62% | 0.65% | 27.22% | 34.82% | |
71 Outperform | $430.41B | 32.57 | 27.39% | 1.53% | 11.77% | 27.65% | |
68 Neutral | $2.83B | 66.92 | 50.74% | ― | 12.59% | ― | |
66 Neutral | $2.23B | 43.59 | 6.54% | ― | 27.84% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
57 Neutral | $574.29M | -14.37 | -8.42% | ― | -0.70% | -141.66% | |
46 Neutral | $617.63M | -22.66 | -18.82% | 4.42% | 15.75% | 78.71% |
* Technology Sector Average
UI
Ubiquiti Networks
520.58
-81.76
-13.57%
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Ubiquiti Networks Corporate Events
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Ubiquiti Declares Dividend and Extends Share Repurchase Program
Positive
Aug 21, 2026
Ubiquiti Inc. reported record fourth-quarter fiscal 2026 revenues of $937.3 million and full-year revenues of $3.3 billion, driven mainly by strong growth in its Enterprise Technology platform, while Service Provider Technology revenues declined. ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.