Ubiquiti (NYSE:UI) Downgraded by Wall Street Zen to "Hold"
Ubiquiti (NYSE:UI) was downgraded by Wall Street Zen from a "buy" to a "hold" rating following a strong financial quarter where the company exceeded EPS and revenue expectations. Despite the downgrade, other analysts have mixed views, with some maintaining "buy" ratings and raising price targets, leading to an overall MarketBeat consensus of "Moderate Buy" with a target price below the stock's recent trading level. Institutional investors have shown increased activity in Ubiquiti shares, indicating continued interest in the company's performance.
Ubiquiti Inc. (NYSE:UI) Passes Key Growth Screen from Navellier's "Little Book"
Ubiquiti Inc. (NYSE:UI) has been identified as meeting the strict growth requirements outlined in Louis Navellier's "The Little Book That Makes You Rich," based on its recent financial performance. The company exhibits strong positive earnings revisions, consistent earnings surprises, accelerating sales growth, expanding operating margins, and impressive cash flow and profit growth. While Ubiquiti shows excellent financial health and earnings, concerns exist regarding its high valuation and projected slowdown in future growth rates.
Ubiquiti Inc (UI) Trading Down 3.61% on Feb 17
Shares of Ubiquiti Inc (UI) dropped 3.61% on February 17, trading down to $694.09. Wall Street analysts predict an average target price of $623.50, implying a potential 10.17% downside, with a "Hold" recommendation. GuruFocus estimates a fair value (GF Value) of $468.71, suggesting an even larger downside of 32.47% from the current price.
Ubiquiti Inc. $UI Shares Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in Ubiquiti Inc. by 132.8%, acquiring an additional 1,967 shares, bringing their total to 3,448 shares valued at $2.278 million. This comes after Ubiquiti reported strong quarterly earnings, surpassing analyst expectations with an EPS of $3.88 and revenue of $814.87 million, alongside declaring a quarterly dividend of $0.80 per share. Several other institutional investors also modified their holdings in Ubiquiti, and analysts have issued "Buy" and "Strong Buy" ratings for the stock.
FS: Ubiquiti Inc U7-LITE-US: 4 Brand new APs in factory sealed boxes
A user is selling four brand new, factory-sealed Ubiquiti Inc U7-LITE-US Access Points. Each AP is priced at $90, which includes shipping to the lower 48 states. The seller accepts PayPal and provides a Heatware link for reputation.
Ubiquiti Board Under Investigation for Fiduciary Breach
Scott+Scott Attorneys at Law LLP is investigating Ubiquiti Inc.'s board for potential fiduciary duty breaches, following a report alleging the company's products were used in Russia's war against Ukraine, possibly violating export sanctions. Shareholders have the option to pursue legal claims if they believe the company's management failed in their duties. Scott+Scott, an international law firm specializing in such cases, is offering consultation services to affected shareholders.
Scott+Scott Attorneys at Law LLP Investigates Ubiquiti Inc.’s Directors and Officers for Breach of Fiduciary Duties – UI
Scott+Scott Attorneys at Law LLP is investigating Ubiquiti Inc.'s directors and officers for potential breaches of fiduciary duties after a report alleged the company's products were used in Russia's war against Ukraine, possibly in violation of export sanctions. Shareholders who own Ubiquiti stock are encouraged to contact the firm to discuss potential legal claims and their options. The investigation seeks to determine if Ubiquiti's leadership failed in their management responsibilities, resulting in damages to the company and its shareholders.
Does Ubiquiti (UI) Prioritize Dividends Over Buybacks After Strong Q2 Earnings And No Repurchases?
Ubiquiti Inc. reported strong Q2 2025 earnings with higher sales and net income, alongside reaffirming its cash dividend. Despite the positive financial performance, the company recorded no share repurchases, leading to questions about its prioritization of dividends over buybacks. The article discusses how this earnings strength affects Ubiquiti's investment narrative, emphasizing its focus on high returns on capital and dividends, and highlights varying fair value estimates among analysts.
Does Ubiquiti (UI) Prioritize Dividends Over Buybacks After Strong Q2 Earnings And No Repurchases?
Ubiquiti Inc. reported strong Q2 2025 results with increased sales and net income, reaffirming its cash dividend of US$0.80 per share, but did not conduct any share buybacks. This reinforces the company's investment narrative focused on high returns on capital and dividends, especially as the stock trades above some analyst fair value estimates. The absence of buybacks places greater emphasis on organic performance and dividend yield to justify the current valuation, while sustained profitability remains a key risk.
Versor Investments LP Sells 1,854 Shares of Ubiquiti Inc. $UI
Versor Investments LP reduced its stake in Ubiquiti Inc. by 63.9% in Q3, selling 1,854 shares and retaining 1,046 shares valued at $691,000. Despite this sale, other institutional investors increased their holdings, and Ubiquiti reported strong quarterly earnings, beating analyst estimates, and declared an $0.80 quarterly dividend. Analyst sentiment toward Ubiquiti is generally positive, with a "Moderate Buy" average rating and an average price target of $615.67.
Ubiquiti Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Ubiquiti Inc. (NYSE:UI) surpassed analyst earnings expectations with Q4 revenues of US$815m and EPS of US$3.86. Following these results, the sole analyst covering Ubiquiti has upgraded their 2026 revenue and EPS forecasts to US$3.16b and US$15.00 respectively, and increased the price target to US$624 due to improved sentiment regarding the company's long-term potential.
Ubiquiti Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Ubiquiti Inc. (NYSE:UI) surpassed analyst expectations in its latest quarterly results, with revenues hitting US$815m and EPS reaching US$3.86, both exceeding estimates by over 10%. Following these strong financials, the lone analyst covering Ubiquiti has upgraded revenue and earnings per share forecasts for 2026 and increased the price target to US$624, indicating a positive shift in sentiment and expectations for accelerated growth in line with the industry.
Navellier & Associates Inc. Makes New $6.19 Million Investment in Ubiquiti Inc. $UI
Navellier & Associates Inc. has made a new $6.19 million investment in Ubiquiti Inc. by purchasing 9,369 shares in the third quarter. This comes as Ubiquiti reported strong quarterly earnings, significantly beating analyst expectations, which led to a 14.4% rally in its shares and an announced quarterly dividend. Several other institutional investors have also adjusted their holdings in the company.
The Ubiquiti (UI) Deep Dive: Scaling the Enterprise Fortress in 2026
Ubiquiti Inc. (UI) is transitioning from a "prosumer" brand to a serious contender in the enterprise hardware market, driven by its unique "no-sales-force" model and impressive Q2 fiscal 2026 earnings. The company, largely controlled by founder Robert Pera, is expanding into AI and storage with new products like the Enterprise Fortress Gateway and UniFi Drive. Despite high valuation and unconventional governance, Ubiquiti's lean structure and engineering excellence position it well to leverage trends like Wi-Fi 7 adoption and edge AI, though risks like key man dependence and supply chain issues exist.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Ubiquiti Inc.
CFRA has maintained its "Hold" opinion on shares of Ubiquiti Inc. The report also briefly mentions Unity Software's fourth-quarter financial results, noting a 35% year-over-year revenue increase to $609 million, surpassing estimates, despite reporting a quarterly loss of 66 cents per share. This financial update related to Unity is included in the context of the initial research alert.
U.S. Indexes Closed Up Monday; Ubiquiti Climbed Highest
U.S. stock indexes closed higher on Monday, with the Dow Jones Industrial Average rising by 0.90%. The S&P 500 gained 0.47%, and the Nasdaq Composite saw a modest increase of 0.04%. Ubiquiti was noted as the highest climber among stocks.
Ubiquiti (NYSE:UI) Given "Buy" Rating at BWS Financial
BWS Financial has reiterated a "Buy" rating for Ubiquiti (NYSE:UI) with a price target of $720, indicating a potential upside of 1.29%. This comes after the company reported stronger-than-expected quarterly results, with EPS of $3.88 and revenue of $814.87 million, significantly beating consensus estimates. Other analysts have also adjusted their ratings and price targets, contributing to an average "Moderate Buy" rating for the stock.
Barclays Updates Ubiquiti Inc. (UI) Outlook After Q2 Results
Barclays analyst Tim Long raised the price target for Ubiquiti Inc. (UI) to $527 from $455, while maintaining an Underweight rating, following the company's fiscal Q2 2026 results. The company reported revenue of $814.8 million, a 35.8% increase year-over-year, driven by growth in both its Enterprise Technology and Service Provider Technology platforms. Research and development expenses and sales, general, and administrative expenses also saw increases compared to the prior quarter and year-ago period.
Barclays Raises Ubiquiti (UI) Price Target While Maintaining 'Un
Barclays has increased its price target for Ubiquiti (UI) to $527 from $455, though analyst Tim Long maintains an 'Underweight' rating. This adjustment comes despite other firms like BWS Financial holding a 'Buy' rating with a higher target of $720. The average target price from two analysts is $623.50, implying a slight downside from the current price, while GuruFocus estimates a significant downside based on its GF Value of $400.11.
Ubiquiti Q2 Earnings Surpass Estimates on Solid Revenue Growth
Ubiquiti Inc. reported strong Q2 fiscal 2026 results, exceeding Zacks Consensus Estimates for both earnings and revenue. The company saw a 35.8% year-over-year increase in revenues, driven by growth in both its Enterprise and Service Provider segments. Net income and non-GAAP net income per share significantly surpassed prior-year figures and analyst expectations.
Ubiquiti jumps 5% as Q2 profits and revenue smash forecasts
Ubiquiti's stock jumped 5% after the company announced stronger-than-expected Q2 profits and revenue, significantly surpassing analyst forecasts. This positive financial performance indicates robust growth and market confidence in the company.
Ubiquiti Inc. (UI): A Bear Case Theory
This article summarizes a bearish thesis on Ubiquiti Inc. (UI), highlighting the company's growing reputational and legal risks due to its networking equipment reaching Russian forces despite sanctions. An investigation found Ubiquiti devices are critical to Russian drone operations in Ukraine, leading to potential regulatory penalties, litigation, and public backlash. The company's stock was trading at $548.24 with trailing and forward P/E ratios of 43.55 and 40.00, respectively, as of February 4th.
Ubiquiti Inc. (UI): A Bear Case Theory
This article summarizes a bear case theory for Ubiquiti Inc. (UI), highlighting the company's significant regulatory, legal, and reputational risks. The core issue revolves around Ubiquiti's networking equipment allegedly reaching Russian forces in Ukraine despite sanctions, enabling their drone operations. The analysis suggests that Ubiquiti's lax distribution oversight and compliance issues could lead to substantial penalties and public backlash.
Ubiquiti (NYSE:UI) Raised to "Buy" at Wall Street Zen
Wall Street Zen has upgraded Ubiquiti (NYSE:UI) from "hold" to "buy" following strong Q4 earnings where the company beat analyst expectations for both EPS and revenue. The stock, which jumped 7.8% after the earnings report, currently holds a consensus "Moderate Buy" rating with an average target price of $615.67 from various brokerages. Despite a CAO selling shares, institutional investors have increased their stakes, though overall institutional ownership remains modest compared to insider ownership.
Ubiquiti: Fiscal Q2 Earnings Snapshot
Ubiquiti Inc. (UI) reported a fiscal second-quarter profit of $233.6 million, or $3.86 per share. Adjusted earnings were $3.88 per share, with the computer networking company posting revenue of $814.9 million for the period. This financial snapshot was generated using data from Zacks Investment Research.
Ubiquiti Inc. Announces Quarterly Dividend of $0.80 (NYSE:UI)
Ubiquiti Inc. (NYSE:UI) announced a quarterly dividend of $0.80 per share, payable on February 23rd to shareholders of record on February 17th. This announcement follows the company's strong financial performance, beating earnings and revenue estimates with a 35.8% year-over-year revenue increase. Shares saw a significant jump of $43.71, highlighting positive market reaction to both the dividend and strong earnings report.
Ubiquiti Inc. (UI) Stock: Jumps 5.6% as Blowout Q2 Earnings Drive 36% Revenue Surge and Profit Soars 70% Year Over Year
Ubiquiti Inc. (UI) stock surged 5.6% after reporting exceptional Q2 earnings, with revenue jumping 36% year-over-year to $814.9 million and net income soaring 70% to $233.6 million. The company's performance was driven by strong global demand across its Enterprise Technology and Service Provider Technology segments, leading to increased profitability and the approval of a $0.80 per share cash dividend. This strong financial momentum and positive outlook were well-received by the market.
Stronger Earnings And Dividend Hike Could Be A Game Changer For Ubiquiti (UI)
Ubiquiti (UI) has reported stronger Q2 and six-month results, with increased sales and net income, and has declared a US$0.80 per share cash dividend. This performance reinforces the company's commitment to returning capital while growing its business, though a high valuation and existing governance questions suggest expectations remain tight. The article also highlights varying fair value estimates for the stock, emphasizing the importance of considering multiple perspectives.
Ubiquiti jumps 5% as Q2 profits and revenue smash forecasts
Ubiquiti (UI) saw its stock jump 5% following its second-quarter earnings release, where the networking equipment company significantly exceeded both profit and revenue estimates. This strong financial performance for Q2 demonstrates healthy growth and investor confidence.
Ubiquiti Inc. (UI) Tops Q2 Earnings and Revenue Estimates
Ubiquiti Inc. (UI) reported strong Q2 results, surpassing Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $3.88 per share against an estimate of $2.81, and revenues of $814.87 million, exceeding the $719.99 million estimate. Ubiquiti's stock has performed well year-to-date, and its earnings outlook remains favorable with a Zacks Rank #2 (Buy).
Ubiquiti Inc. Reports Second Quarter Fiscal 2026 Financial Results
Ubiquiti Inc. announced strong financial results for the second quarter of fiscal 2026, ending December 31, 2025, with record revenues of $814.9 million, a 35.8% increase year-over-year. The company reported GAAP diluted EPS of $3.86 and non-GAAP diluted EPS of $3.88. Ubiquiti's Board of Directors also declared a $0.80 per share cash dividend.
Ubiquiti: Fiscal Q2 Earnings Snapshot
Ubiquiti Inc. (UI) reported a profit of $233.6 million in its fiscal second quarter. The company announced net income of $3.86 per share, with adjusted earnings reaching $3.88 per share. Total revenue for the period was $814.9 million.
How Ubiquiti Inc. (UI) Affects Rotational Strategy Timing
This article analyzes Ubiquiti Inc. (UI) and its impact on rotational strategy timing, highlighting neutral near and mid-term readings but a strong long-term positive bias. It presents AI-generated institutional trading strategies with specific entry, target, and stop-loss levels for different risk profiles, including position, momentum, and risk-hedging strategies. The analysis also details multi-timeframe signal strengths and support/resistance levels.
Strs Ohio Decreases Stock Holdings in Ubiquiti Inc. $UI
Strs Ohio significantly reduced its stake in Ubiquiti Inc. by 95.5% in the third quarter, selling 2,144 shares and retaining only 101 shares valued at $67,000. Despite this, several other institutional investors, such as Long Walk Management LP and Wealth Enhancement Advisory Services LLC, substantially increased their holdings in Ubiquiti, which currently has a market capitalization of $33.25 billion and a PE ratio of 42.02. The company recently exceeded Q3 earnings estimates, reporting $3.46 EPS against an expected $2.48, and declared a quarterly dividend of $0.80 per share.
AE Wealth Management LLC Sells 2,037 Shares of Ubiquiti Inc. $UI
AE Wealth Management LLC reduced its stake in Ubiquiti Inc. (NYSE:UI) by 48.3%, selling 2,037 shares and retaining 2,180 shares valued at approximately $1.44 million. Despite this, other institutions like Wealth Enhancement Advisory Services, Long Walk Management, and Pacer Advisors significantly increased their positions, indicating strong institutional interest in the company. Ubiquiti recently reported strong Q3 earnings, exceeding analyst expectations with an EPS of $3.46 and revenue of $733.8 million, and also announced a quarterly dividend of $0.80 per share.
Ubiquiti: UniFi Network 10.1 adds WiFi roaming tracking
Ubiquiti's UniFi Network 10.1 preview introduces new features aimed at simplifying high-availability network setups and enhancing WiFi management. A key addition is the ability to track device roaming journeys between access points, offering administrators deeper insights into client movement. The update also includes a WiFi Doctor for troubleshooting, improved Starlink integration, and bug fixes.
UBIQUITI INC. INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Ubiquiti Inc.’s Directors and Officers for Breach of Fiduciary Duties – UI
Scott+Scott Attorneys at Law LLP is investigating Ubiquiti Inc.'s (NYSE: UI) directors and officers for potential breach of fiduciary duties. This investigation stems from a January 27, 2026, report by Hunterbrook alleging Ubiquiti products are being used in the war against Ukraine, potentially violating export sanctions. Shareholders who own Ubiquiti stock are encouraged to contact Scott+Scott to discuss their legal options.
The Bull Case For Ubiquiti (UI) Could Change Following Sanctions And Human-Rights Compliance Probes
Hunterbrook Media investigations allege that Ubiquiti's radio bridge antennae have supported Russian military communications in Ukraine despite export restrictions, raising concerns about sanctions and human-rights compliance. These allegations introduce significant regulatory scrutiny and litigation risks, potentially reshaping Ubiquiti's investment narrative beyond its core financial performance. Investors should closely monitor how the company addresses export controls and governance issues.
The Bull Case For Ubiquiti (UI) Could Change Following Sanctions And Human-Rights Compliance Probes
Ubiquiti's investment narrative is facing a potential shift due to recent investigations alleging its radio bridge antennae supported Russian military communications, despite sanctions. These reports from Hunterbrook Media raise concerns about Ubiquiti's compliance with U.S. and EU export restrictions and spotlight human-rights litigation risks. Investors are advised to closely monitor export control and governance issues, as regulatory scrutiny, fines, or distribution disruptions could significantly impact the company's valuation and outlook.
Ubiquiti (UI) Valuation Reassessed After Hunterbrook Sanctions Allegations And Recent Sentiment Shift
Ubiquiti's (UI) valuation is being re-evaluated due to Hunterbrook's allegations that its radio gear supports Russian military communications, sparking concerns about sanctions compliance and reputational risk. Despite recent strong multi-year returns and growth, the company's P/E ratio of 42.4x is considered overvalued compared to industry peers and its estimated fair P/E. A Discounted Cash Flow (DCF) model also indicates potential overvaluation based on future cash flows, suggesting investors should consider the implications of these new allegations on market sentiment and the stock's current pricing.
US-Made Ubiquiti Gear Powers Russian Military Networks in Ukraine Despite Sanctions
An investigation by Hunterbrook reveals that Russian forces are extensively using networking equipment from US-based company Ubiquiti for battlefield communications and drone operations in Ukraine. This use persists despite US and EU sanctions, with an estimated 80% of Russian radio-bridge hardware in combat zones being Ubiquiti equipment. The report highlights how the gear reaches Russia through willing suppliers and distributors, and that Ubiquiti has apparently not taken significant action against this circumvention.
Report claims Ubiquiti’s gear serves “a critical communications need of the Russian military, including in drone operations.”
New reports from Hunterbrook Media and Pablo Torre Finds Out allege that Ubiquiti's hardware is being widely used by the Russian military in its war efforts, including for drone operations. The reports suggest that the equipment is easily obtainable through already-sanctioned distributors and other intermediaries. Ubiquiti, which was previously fined for Iran sanctions violations, has not yet commented on these latest claims.
Is Grizzlies owner's company selling to Russian military? What we know
A report from Hunterbrook Media alleges that equipment manufactured by Ubiquiti, a company owned by Memphis Grizzlies owner Robert Pera, is being utilized by the Russian military in its conflict with Ukraine. This usage reportedly includes units accused of war crimes. Neither Ubiquiti, the NBA, nor the Grizzlies have commented on these claims, and Pera has not addressed the matter publicly.
New Report Slams Ubiquiti for Products That Keep Showing Up on the Front Lines of the Russia-Ukraine War: What Investors Should Know
A new report by Hunterbrook alleges that Ubiquiti (UI) networking equipment is extensively used by Russian forces in Ukraine, despite export restrictions. The report claims Ubiquiti's radio bridge equipment is favored for being inexpensive and easy to deploy, circulating through a global distribution network, though it doesn't allege the company knowingly sold directly to Russia. While Ubiquiti denies direct involvement and has seemingly taken minor steps to restrict Russian access, the short seller report (Hunterbrook is short $UI) raises questions about the company's oversight of its supply chain and potential reputational and regulatory risks for investors in an already cooling stock.
Ubiquiti Stock Falls As Hunterbrook Alleges Russian Drone War Ties
Ubiquiti's stock (NYSE: UI) dropped following a Hunterbrook Media investigation alleging the company's networking equipment is being used to support Russian military communications, including drone operations in Ukraine. Hunterbrook Capital, which disclosed a short position on Ubiquiti, claims Russian military units are sourcing Ubiquiti radio-bridge antennae despite U.S. export bans. The report raises questions about sanctions compliance and highlights a significant increase in Ubiquiti product shipments to Russia since the 2022 invasion.
Ubiquiti stock falls after Hunterbrook report on Russian military use
Ubiquiti Inc. (NYSE:UI) stock dropped 8% after a Hunterbrook report alleged its radio bridge antennae are used by Russian military forces in Ukraine. The report stated that Ubiquiti equipment is critical for Russian military communications, including drone operations, and identified several Russian units accused of war crimes that allegedly use the technology. Hunterbrook also claimed a significant increase in Ubiquiti shipments to Russia post-invasion, despite sanctions, and highlighted past compliance issues for the company.
Ubiquiti: The U.S. Tech Enabling Russia’s Drone War
An investigation by Hunterbrook Media reveals that Ubiquiti (UI) technology is widely used by the Russian military in Ukraine for drone operations, despite U.S. sanctions and export controls. The report highlights that Ubiquiti products are readily available in Russia through diverted supply chains involving official distributors and intermediaries, with total shipment values surging 66% after the invasion. Legal experts argue that Ubiquiti's claim of lacking visibility into its distribution is not a viable defense, as U.S. export controls operate on a strict liability basis, and the company has the technical means to track devices.
Ubiquiti Inc (NYSE:UI) Passes Key Growth Stock Screen from "The Little Book That Makes You Rich"
Ubiquiti Inc (NYSE:UI) has been identified as a growth stock after passing key criteria from Louis Navellier's "The Little Book That Makes You Rich," which focuses on earnings momentum, sales growth, and profitability. While the company exhibits strong financial health and impressive profitability metrics, its high valuation and projected slowdown in future growth rates suggest a need for investor caution despite its strong past performance.
(UI) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis of Ubiquiti Inc. (NYSE: UI), indicating a neutral near and mid-term outlook but a positive long-term bias. It outlines key findings, risk-reward setups, and institutional trading strategies including position trading, momentum breakout, and risk hedging, complete with entry, target, and stop-loss levels. The analysis emphasizes actionable signals and risk management for the stock.
Trek Financial LLC Has $4.67 Million Position in Ubiquiti Inc. $UI
Trek Financial LLC significantly increased its stake in Ubiquiti Inc. to $4.67 million in the third quarter of 2025. This comes as Ubiquiti reported strong earnings, beating analyst estimates for EPS and revenue, and declared a quarterly dividend. Despite a recent stock dip, analysts have a "Moderate Buy" rating and an average target price above the current trading value.
