Ubiquiti Inc. (UI) AI Stock Analysis

Ubiquiti Inc. specializes in networking technology solutions for service providers, enterprises, and consumers worldwide. The company provides distributed Internet access platforms, unified IT solutions, and consumer electronics. For service providers, its portfolio includes carrier-class fixed wireless broadband systems, wireless backhaul technologies, and routing software, alongside proprietary platforms like airMAX, EdgeMAX, airFiber, and UFiber GPON. In the enterprise market, Ubiquiti delivers wireless LAN infrastructure, video surveillance products, switching and routing systems, and security gateways through its UniFi Enterprise WLAN system. Ubiquiti distributes its products globally via approximately 100 distributors, online retailers, and direct-to-customer channels.

Between FY2021 and FY2026, Ubiquiti delivered a 5-year revenue CAGR of 11.5%. After revenue contracted 0.6% in FY2024 to $1.93B, top-line growth accelerated to 33.4% in FY2025 at $2.57B and 27.2% in FY2026 at $3.27B. Gross margin expanded from 38.4% in FY2024 to 46.2% in FY2026, while operating margin climbed from 25.9% to 36.2%. Net income reached $960.3M in FY2026, representing a net margin of 29.3% and EPS of $15.89. In the latest quarter ended June 30, 2026, quarterly revenue grew 23.5% year-over-year, while quarterly earnings increased 6.8%.

As of June 30, 2026, Ubiquiti held $611.2M in cash and short-term investments against $80.0M in total debt, resulting in a net cash position of $531.2M. The company reported a current ratio of 2.93, shareholders' equity of $1.44B, and a debt-to-equity ratio of 0.06. In FY2026, operating cash flow was $928.7M, and capital expenditures were $19.7M, resulting in free cash flow of $908.9M. Cash deployment included $193.6M in dividends paid, while the 5-year share count change was -2.9%.

Ubiquiti trades at a trailing P/E of 37.9x and a forward P/E of 28.5x, compared to medians of 28.1x and 18.8x for its US-listed Technology peers. Its enterprise value of $34.18B translates to an EV/EBITDA of 28.4x and an EV/revenue of 10.4x, above the peer group medians of 16.6x and 2.8x price-to-sales. Ubiquiti's price-to-sales multiple is 11.1x. Over the past year, the stock fell 19.9%, trailing the S&P 500 (SPY) return of 16.8%. Over 5 years, the stock gained 97.8%, outpacing the S&P 500 return of 83.0%.

Ubiquiti pays a forward annual dividend of $4.00 per share, representing a dividend yield of 0.67% and a payout ratio of 21.4%. The company has paid dividends for 9 consecutive years and achieved a 5-year annualized dividend growth rate of 14.9%. The last ex-dividend date was August 31, 2026.

Wall Street analyst coverage is limited to 2 ratings, consisting of 1 Buy and 1 Sell. The mean price target is $734.50, representing a 22.2% upside from the last close of $600.86. For the fiscal year ending June 30, 2027, consensus estimates project revenue of $3.99B and EPS of $17.71, representing 11.1% EPS growth. Ubiquiti beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 6, 2026.

This page is an AI-written research summary of Ubiquiti Inc. (UI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: UI income statement, UI balance sheet, UI key metrics, UI analyst forecast, UI chart. See the UI stock overview for the latest quote and news.