Ubiquiti Networks Inc logo

Ubiquiti Networks Inc(UI)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$620.52
10/02/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for UI

10/02/2026: UI (2-star) is currently NOT-A-BUY. Pass it for now.

Ubiquiti Inc is a unique networking technology firm known for its high-margin hardware-software integrated ecosystem, most notably its UniFi platform. The company's main strength lies in its lean operating model, which removes traditional sales overhead to offer competitive pricing to small-to-medium businesses and prosumers. Its primary growth story revolves around expanding this ecosystem into security and IoT applications. However, investors must consider risks like supply chain volatility, intense competition from legacy networking giants, and the company's reliance on specific distribution channels. The stock may best suit value-oriented investors seeking a technology play with strong underlying profitability and a consistent history of capital returns.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company shows steady growth but prioritizes profitability over rapid scaling.
Momentum investorMixed fitMomentum depends on specific product cycle success and market sentiment.
Value investorStrong fitUbiquiti's lean model often supports attractive valuation metrics relative to peers.
Dividend investorMixed fitThe company pays a dividend but does not prioritize aggressive yield increases.
Low-risk investorWeak fitThe stock can exhibit high price volatility linked to sentiment and market sector shifts.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock is susceptible to significant price swings due to its concentrated ownership and retail-heavy sentiment.
Valuation riskMediumMarket expectations for growth must be consistently met to maintain current valuation multiples.
Competition risk (Hardware)HighEstablished incumbents like Cisco have deeper enterprise relationships and resources.
Business qualityStrongHigh operating margins and a strong software-defined model indicate a robust business franchise.
Dividend incomeLowDividends are present but are not the primary driver of the investment thesis.
Execution riskMediumManaging global supply chains and R&D for diverse product lines is inherently complex.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit 209.09%
Avg. Invested days 61
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
UI receives a 4-star rating, supported by strong unit economics, and solid company fundamentals. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
UI has solid overall fundamentals (4 stars), with solid financial health, solid growth momentum, and moderate ownership. In FY2026 versus FY2025, solid earnings growth (+34.9%) supports the fundamentals score.

Financial Health Rating

★★★★★
UI's financial health is supported by strong liquidity, including working-capital and asset support (WC/assets 54.9%). Operating efficiency is solid (4 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is UI's strongest growth driver at +44.9% FY2026 versus FY2025 (strong, 5 stars). Revenue growth (+27.2%, solid) and earnings growth (+34.9%, solid) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 5.2% (soft) and 7.0% of outstanding shares are publicly tradable (soft). Insider ownership of 93.00% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 0.50%
Renaissance Technologies Corp 0.33%
SW Investment Management LLC 0.23%
Wealth Enhancement Advisory Services, LLC 0.20%
Capital World Investors 0.19%

Unit Economics (Per $1K Revenue)

★★★★★
UI generates approximately $462 of gross profit, $362 of operating income, and $278 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Strong margins, cash conversion, and capital efficiency support the rating.

Economic Dimensions

★★★★★
Effective Tax Rate: 18.83%

Quantitative Style Profile

★★★★★
UI has a high-quality, large-cap profile. Weak momentum is the primary drawback, while soft valuation.

Style Classification

Quality Focused

Quality TiltHigh VolatilityLarge / Mega Cap StabilityShort Squeeze Risk

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 36.90B USD
Price to earnings Ratio 38.41
1Y Target Price 734.5
Price to earnings Ratio 38.41
1Y Target Price 734.5
Volume (30-day avg) 169.1K shares
Beta 1.32
52 Weeks Range 500.23 - 1096.75
Updated Date 10/02/2026
52 Weeks Range 500.23 - 1096.75
Updated Date 10/02/2026
Dividends yield (FY) 0.60%
Basic EPS (TTM) 15.87

How Company Makes Money

Business areaWhat it includesRetail investor read
Service Provider TechnologyWireless hardware (airMAX, EdgeMAX) for ISPs.Selling hardware that allows rural and local ISPs to provide internet.
Enterprise TechnologyUniFi Wi-Fi, switches, and gateways.Providing the standard networking gear used by most modern small businesses.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 38.41
Forward PE 28.49
Enterprise Value 34.18B
Price to Sales(TTM) 11.27
Enterprise Value 34.18B
Price to Sales(TTM) 11.27
Enterprise Value to Revenue 10.44
Enterprise Value to EBITDA 28.38
Shares Outstanding 60.53M
Shares Floating 4.22M
Shares Outstanding 60.53M
Shares Floating 4.22M
Percent Insiders 93
Percent Institutions 5.17

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Ubiquiti Networks Inc

Exchange NYSE
Headquarters New York, NY, United States
IPO Launch date 2011-10-14
Founder, Chairman & CEO Mr. Robert J. Pera
Sector Technology
Industry Communication Equipment
Full time employees 1818
Full time employees 1818

Ubiquiti Inc. engages in the development of 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 Internet access and unified information technology. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products. It also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solution; UniFi Talk, a plug-and-play phone system and VoIP subscription service. In addition, the company offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhauls point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. Further, the company provides base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; and antennas. It serves customers through a network of distributors, online retailers, and direct to customers through webstores. The company was formerly known as Ubiquiti Networks, Inc. and changed its name to Ubiquiti Inc. in August 2019. Ubiquiti Inc. was incorporated in 2003 and is headquartered in New York, New York.