Ubiquiti is experiencing a powerful fundamental inflection, with revenue growth accelerating to 23.5% in 2026Q4 and gross margins expanding over 10 percentage points since 2024Q3, driven by a favorable product mix and operational leverage. The company has fort...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 23.5% year-over-year in 2026Q4, while operating margins have expanded to 36.3%, demonstrating powerful operating leverage as revenue growth outpaces the 28% increase in operating expenses since 2024Q3.
Ubiquiti reported quarterly results with earnings per share and revenue above analyst expectations, alongside recognition for strong profitability, financial health, and growth metrics.
Ubiquiti was elevated to a Zacks Rank #1 (Strong Buy), reflecting upgraded earnings forecasts and a more favorable earnings outlook for the business.
A research-backed model projects a base case stock price of $733.23 by 2030, with a bull case assuming faster-than-expected adoption of new products and a 3-year CAGR of +12%.
Trailing total returns as of 10/17/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 21, 2026 | $4.73+17.4% vs $4.03 | $937M+10.2% vs $850M |
Q2 2026 May 8, 2026 | $3.88-9.6% vs $4.29 | $788M-3.2% vs $814M |
Q1 2026 Feb 6, 2026 | $3.88+26.0% vs $3.08 | $815M+12.1% vs $727M |
Q4 2025 Nov 7, 2025 | $3.46+18.1% vs $2.93 | $734M+4.5% vs $702M |
On October 01, 2026, Ubiquiti Inc (UI) shares rose 7.4% to $609.64. This movement comes amid a 52-week range that has seen a high of $1,099.99 and a low of $500
UI's expanding UniFi ecosystem, Enterprise Technology momentum and scalable operating model support growth, profitability and earnings expansion.
Bank of America Corp DE purchased a new stake in Ubiquiti Inc. (NYSE: UI) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 33,044 shares of the company's stock, valued at approximately $17,647,000. Bank of America Corp DE owned approximately 0.05% of
MNDY, MTCH, SMTC and UI make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.
Benchmark UI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ubiquiti Inc. (UI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $600.86 | $36.37B | 51.09 | 33.45% | 27.66% | 186.53% | 0.4% | |
| $22.05 | $591.82M | -19.34 | 2.91% | -5.91% | -8.42% | — | |
| $332.73 | $47.1B | 391.45 | 18.79% | 10.87% | 22.82% | — | |
| $36.50 | $2.3B | 140.38 | 20.26% | 4.61% | 6.54% | — | |
| $12.16 | $1.32B | 86.86 | 3.6% | 5.2% | 21.25% | — | |
| $221.00 | $7.29B | -111.62 | 34.29% | -4.57% | -3.59% | — |
Ubiquiti Inc. (UI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ubiquiti Inc. (UI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
May 8, 2026·SEC
Feb 6, 2026·SEC
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Ubiquiti Inc. (UI) stock FAQ — growth, dividends, profitability & financials explained
Ubiquiti Inc. (UI) reported $3.27B in revenue for fiscal year 2025. This represents a 5087% increase from $63.1M in 2009.
Ubiquiti Inc. (UI) grew revenue by 33.4% over the past year. This is strong growth.
Yes, Ubiquiti Inc. (UI) is profitable, generating $960.3M in net income for fiscal year 2025 (27.7% net margin).
Yes, Ubiquiti Inc. (UI) pays a dividend with a yield of 0.40%. This makes it attractive for income-focused investors.
Ubiquiti Inc. (UI) has a return on equity (ROE) of 186.5%. This is excellent, indicating efficient use of shareholder capital.
Ubiquiti Inc. (UI) generated $908.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
