UbiquitiUI
Market Cap: $11.5B
About: Ubiquiti Inc is a wireless and wireline network equipment provider for small Internet service providers and small- and midsize-business integrators. Its product is based on two primary categories namely Service Provider Technology and Enterprise Technology. The company generates maximum revenue from Enterprise Technology. Geographically, it derives a majority of revenue from North America and also has a presence in Europe, the Middle East and Africa; Asia Pacific and South America.
Employees: 1,515
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
19% more capital invested
Capital invested by funds: $293M [Q1] → $349M (+$56.2M) [Q2]
11% more funds holding
Funds holding: 145 [Q1] → 161 (+16) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.21% less ownership
Funds ownership: 4.17% [Q1] → 3.97% (-0.21%) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 52
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays Tim Long 65% 1-year accuracy 26 / 40 met price target | 45%downside $104 | Underweight Maintained | 27 Aug 2024 |
BWS Financial Hamed Khorsand 59% 1-year accuracy 40 / 68 met price target | 27%upside $240 | Buy Maintained | 26 Aug 2024 |
BWS Financial Hamed Khorsand 59% 1-year accuracy 40 / 68 met price target | 16%downside $160 | Buy Maintained | 8 Jul 2024 |
Financial journalist opinion
Based on 9 articles about UI published over the past 30 days