NYSE · UI
Ubiquiti Inc.
Technology · Communication Equipment
$563.81▼ 7.07% ($42.90)at close
As of 4:00 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 18.8% revenue growth a year for 10 years. Our scenarios assume 10.5–18.2%.
That's about its past 4-year pace of 17.9%.
Value per share
Base case
$432.11
Price used $563.81 is 30% above this
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $3.3B. The price needs $18.4B by 2036. Base case: $12.8B. At its recent pace: $17.1B. Bear to Bull: $8.9B to $17.4B.
Revenue today $3.3B. The price needs $18.4B by 2036. Base case: $12.8B. At its recent pace: $17.1B. Bear to Bull: $8.9B to $17.4B.
Revenue in 2036
today $3.3B
+$5.6Bmore than the Base case · 1.4×
Value per share · Base case
$432.11
Price $563.81
30% above this
- 10-yr revenue CAGR
- 14.6%
- Ending operating margin
- 30.0%
- Discount rate
- 10.4%
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 26.95% over the last year. Revenue grew 27.22% in FY2026 versus FY2025. Operating margin moved from 32.5% to 36.21% (FY2026 versus FY2025). Free cash flow grew 44.87% in FY2026 versus FY2025.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.
What would invalidate this read
This read changes if operating margin (currently 36.21%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
6
Buy
10
Hold
5
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 6, 2026
Q1 FY27 · EPS est $4.25 · Revenue est $977.4M
Same quarter, year over year
FY26 Full year +45.5%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $15.95 vs $10.96 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $15.95
- +45.5%
- FY25
- $10.96
- +86.7%
- FY24
- $5.87
- —
Q4 FY26
Reported Aug 21, 2026 · Latest
HoverTap a cell to inspect
Actual
$4.73
Estimate
$4.03
Year over year
+33.6%
Vs prior quarter
+21.9%
Institutional Sentiment
Ubiquiti Inc. · UI
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.