Ubiquiti
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
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
165% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 26
27% more funds holding
Funds holding: 161 [Q2] → 204 (+43) [Q3]
24% more capital invested
Capital invested by funds: $413M [Q2] → $511M (+$97.7M) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
0.88% less ownership
Funds ownership: 4.69% [Q2] → 3.81% (-0.88%) [Q3]
4% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 53
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$236
31%
downside
Avg. target
$311
10%
downside
High target
$385
12%
upside
2 analyst ratings
1 positive
50%
0 neutral
0%
1 negative
50%
BWS Financial Hamed Khorsand 69% 1-year accuracy 112 / 162 met price target | 12%upside $385 | Buy Maintained | 11 Nov 2024 |
Barclays Tim Long 54% 1-year accuracy 29 / 54 met price target | 31%downside $236 | Underweight Maintained | 11 Nov 2024 |
Financial journalist opinion
Based on 5 articles about UI published over the past 30 days
Positive
Zacks Investment Research
4 days ago
5 Telecom Stocks to Connect Your Portfolio to Solid ROI
ANET, IDCC, QCOM, UI and ASTS are poised to benefit from higher demand for scalable infrastructure for seamless network connectivity.
Positive
Seeking Alpha
1 week ago
Undercovered Dozen: Ubiquiti, Ready Capital, Cardiff Oncology, Vodafone +
The 'Undercovered' Dozen series highlights lesser-covered stocks, offering fresh investment ideas and sparking community discussions on their potential. Ubiquiti Inc. shows promise with operational improvements, Ready Capital Corporation faces liquidity risks, and TORM plc is crucial despite energy sector volatility. Esperion Therapeutics' breakout and Cardiff Oncology's promising trial data present compelling buy opportunities, while Advantest Corporation's high valuation suggests caution.
Negative
Seeking Alpha
1 week ago
Ubiquiti Is Having Its Tim Cook Moment
For several years, starting with COVID, operating miscues by Ubiquiti led to chronic inventory mismanagement, with severe product shortages and a massive increase in inventory. Logistical challenges increased costs and impacted margins, increased financial leverage, and limited Ubiquiti's financial flexibility. Over the last year, Ubiquiti increased its addressable market and executed operationally better than at any time in its history.
Positive
Zacks Investment Research
1 week ago
4 Top-Performing Liquid Stocks Strengthening Portfolio Returns
Investors can add these top-ranked liquid stocks, American Superconductor Corporation, Ubiquiti, Sezzle and monday.com Ltd, to their portfolios to boost returns.
Positive
Zacks Investment Research
2 weeks ago
Here's Why Ubiquiti Stock is a Solid Investment Bet Now
With healthy fundamentals, UI appears to be a solid investment option at the moment.
Positive
Zacks Investment Research
1 month ago
Ubiquiti Q1 Earnings Beat Estimates on Solid Revenue Growth
UI reports solid top-line growth year over year in the first quarter of fiscal 2025, backed by healthy traction in North America, Europe, The Middle East and Africa.
Positive
Zacks Investment Research
1 month ago
Ubiquiti Inc. (UI) Surpasses Q1 Earnings and Revenue Estimates
Ubiquiti Inc. (UI) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.47 per share a year ago.
Neutral
Business Wire
1 month ago
Ubiquiti Inc. Reports First Quarter Fiscal 2025 Financial Results
NEW YORK--(BUSINESS WIRE)--Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the first quarter ended September 30, 2024. First Quarter Fiscal 2025 Financial Summary Revenues of $550.3 million GAAP diluted EPS of $2.12 Non-GAAP diluted EPS of $2.14 Additional Financial Highlight The Company's Board of Directors declared a $0.60 per share cash dividend payable on November 25, 2024 to shareholders of record at the close of business on November 18, 202.
Positive
Zacks Investment Research
3 months ago
All You Need to Know About Ubiquiti (UI) Rating Upgrade to Strong Buy
Ubiquiti (UI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
3 months ago
Best Momentum Stock to Buy for September 19th
PAM, UI and BPRN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 19, 2024.
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