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Market Cap 10.62B P/E 27.08 EPS this Y -8.80% Ern Qtrly Grth -26.80%
Income 372.12M Forward P/E 19.55 EPS next Y 41.10% 50D Avg Chg -
Sales 1.88B PEG 1.90 EPS past 5Y -1.64% 200D Avg Chg -29.00%
Dividend 1.00% Price/Book N/A EPS next 5Y 9.60% 52W High Chg -50.00%
Recommedations 3.00 Quick Ratio 0.94 Shares Outstanding 60.46M 52W Low Chg 9.00%
Insider Own 93.10% ROA 25.29% Shares Float 4.17M Beta 1.24
Inst Own 4.07% ROE - Shares Shorted/Prior 484.22K/467.80K Price 175.72
Gross Margin 40.14% Profit Margin 19.83% Avg. Volume 87,275 Target Price 126.50
Oper. Margin 26.05% Earnings Date May 3 Volume 77,114 Change -0.25%
About Ubiquiti Inc.

Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. The company develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. 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. The company also provides technology platforms, such as airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; EdgeMAX, a software and system routing platform; airFiber, a wireless backhaul point-to-point radio system; and UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks. In addition, it offers UniFi Gateway Console, an enterprise class router and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance system, which provides statistical reporting and advanced analytics; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access system; and UniFi Talk, a plug-and-play phone system and VoIP subscription service. 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 worldwide. 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.

UI Chatroom

User Image Curioustock Posted - 1 day ago

$UI I thought everyone might be tired of looking at a chart that only goes down SO I thought I would cheer everyone up with some fun Google trends charts : 'unifi camera' 'unifi protect' 'ubiquiti camera' At least one major product line is hitting peak search interest! This doesn't translate to a beat or sales; but still a fun data point!

User Image Curioustock Posted - 1 day ago

$UI one of the criticisms of today was that Ubiquiti seems ready from an engineering perspective to move into enterprise but not corporately. Mainly: Support Channel partners & distribution They seems “shocked” when during the Q & A people complained that the support was lacking even with the new features in place Second, when asked about a partner program for Enterprise, they said they were not thinking about it at this point (distribution partnership). Apparently this made a lot of people think they are not ready for enterprise because of this comment. —— This makes me think, either two things, Pera wants to disrupt traditional Enterprise distribution or they are just not ready to ramp —- On a positive note, there was standing ovation and cheers for new Unifi Protect camera and features, apparently that what most people are excited about right now! Unifi protect 💪🏻 Also many more Unfi conference to come!

User Image Curioustock Posted - 1 day ago

$UI I’ll keep adding to this thread about UWC as I get more info : Ok so Pera just said that producing the first gateways took years off his life but there was always something missing for two tails of the market; “Ultra” just introduced for the low end, to get places like Latin America in and something to compete with the “high end” that has not yet been released! He had an ‘Aha’ moment during Covid, with regard to VPN. A new gateway and a suite of enterprise grade products in Q3 to compete with large enterprise. No one is allowed to take pictures or talk about the products being teased on stage but everyone is saying it’s “awesome” 11 new Wifi products coming in 2024

User Image Curioustock Posted - 2 days ago

$UI tomorrow is Unifi World Conference in Chicago. Keynote has a non-streaming, non-filming policy. It seems Pera is paranoid and doesn't want competitors to see. I think that's silly, theres like 10 Network vlogers who are going, as if they arent going to discuss! This is so silly. Anyway, Im curious to learn what he has to say. Pera begins his keynote at 10am-11:30am CDT or 8am PST, or 11am eastern. It would be nice to see a roadmap for Unifiers to grow their business

User Image Curioustock Posted - 5 days ago

$UI we were the only cyclical IT infrastructure company that reported QoQ positive numbers! Ok just $2M... and slight gross margin contraction but still Thats a hell of a lot better than every competitor that was down 20-30% sequentially and guiding for another 20-30% sequential slowdown. $460M runrate with 0 growth during a sector collapse is pretty fantastic. If we maintain $400-460M next quarter during the most accelerated inventory write down quarter of the space (channel normalization). We win and you buy hand over fist because, the sector will have gone from over supplied to undersupplied and most companies will have depleted their balance sheets and cut costs a lot so they won't be in a position to hire and scale. Every SMB Networking company is guiding for Pre-Covid revenues. We are the only ones that actually grew and held onto revenue growth so far... hopefully next quarter will prove we are the baby thrown out with the bathwater.

User Image Curioustock Posted - 5 days ago

$UI new Protect category of camera bridges the price/performance gap of Hikvision, add that to UNIFI's improving and sticky platform. I think the reason the Runrate revenue of 400M won't be easily breached is Protect. 4.8 stars on the app store. Hikvision is a $ 40B market cap CHINESE company. Expected to grow 15-20% a year even with the Chinese recession. This is perhaps Ubiquitis best oppertunity to seperate from the Networking pack. Hikvision is a monster. If we can capture some of their market share with our margins... we are back to 400 and beyond in a few years.

User Image Costales Posted - 5 days ago

$UI Bought another 82 shares. First purchase since 145 shares back in January 2022.

User Image TriPragmatist Posted - 6 days ago

$UI Looks like Ubiquiti is once again releasing great new products. This will take time to flow into the bottom line but it’s a great start.

User Image Sher28 Posted - 6 days ago

@Jay_528 @Hedge_House_Trading Do you mean $UI? doesn’t look strong enough for that … at least right now

User Image Curioustock Posted - 1 week ago

User Image godisrupt Posted - 1 week ago

$UI did anyone buy calls today?

User Image Curioustock Posted - 1 week ago

$UI guys be patient, the worst quarter a head is the next, every Networking company guided for the steepest droppoff in revenue next quarter... we might be priced in, but we have to see how Ubiquitis revenue holds up when other companies are guiding for a 20-30% down quarter next.

User Image battleready Posted - 1 week ago

$UI Amazing what 20-30k shares volume can do to price.

User Image battleready Posted - 2 weeks ago

$UI long time coming but Ubiquiti just announce a 24/7 Premium Support Tier. That could be huge for enterprise clients, and adding services revenue. https://mailchi.mp/ubnt/now-available-24-hour-professional-phone-support-in-the-us-canada?e=1e1209477e

User Image battleready Posted - 2 weeks ago

$UI Nibbled a little mini bite just a whisker under $116. I keep thinking we're (market) is due for a puke up and the better prices may come a flowin...

User Image battleready Posted - 2 weeks ago

$UI I traded out of a few nibbles from earlier in the week. Got a lucky fill at $120.50. Still holding my core long term position. Trying to decide on re-entry price for my trading $$.

User Image Mom1 Posted - 2 weeks ago

$UI The fundamentals/future prospects look very good for UI. Given the huge short position, if even one “hedge fund” decides to take even a modest position in UI through the next few quarters; and UI reports improved results (over last few quarters), the stock price will rocket ship up as shorts cover against improving results.

User Image buddy_love Posted - 3 weeks ago

$UI is on life support until a big catalyst jump starts that small float. No volatility, no options, zombie action. Maybe Pera is just happy collecting dividends.

User Image swingingtech Posted - 3 weeks ago

$AKAM $NVDA $IDCC $UI https://wallstreetwaves.com/akamai-akam-buoys-security-solutions-with-innovative-launches/

User Image MisterJimmy Posted - 3 weeks ago

$UI The top 5 institutional $UI shareholders control about 50% of the 2.4M institutional shares. All but one of them increased their holdings in the latest reporting period.

User Image MarketVice Posted - 3 weeks ago

$UI I’m also surprised it hasn’t moved along with Russell 2000 $IWM $IWO

User Image MarketVice Posted - 3 weeks ago

$UI has a very small float, which means, institutions avoid…cannot take a meaningful position.

User Image Curioustock Posted - 3 weeks ago

$UI UNFI GPT, this should be great for customer support and margins.

User Image Curioustock Posted - 3 weeks ago

$UI is down 7% and they are wayyyyyy stronger than $EXTR, added to my puts, if this sector breaks down, Extreme is going to be distressed as EPS goes negative. It could easily halve. I would not short/or buy puts unless paired with a long because we could also be at cyclical lows. Also $COMM needs to declare bankruptcy so this space can have a long term bottom.

User Image battleready Posted - 3 weeks ago

$UI I just got filled on my third nibble nibble today at $110.25, (started at $112.99) not sure how much lower they are going to drive this.

User Image battleready Posted - 3 weeks ago

$UI Tech sector not specifically AI related is getting hammered today. AAPL PANW etc. $UI issued some interesting new products last couple of days. Intercom, and the new UI Portal which actually mentions "AI" !

User Image TriPragmatist Posted - 02/29/24

$UI I wouldn’t be surprised to see this continue to baseline until a few weeks before next ER. I get the feeling that Pera had a COVID hangover but has been back for a while and is turning things around again. We’ll see —takes time… could double by eoy if we start seeing proof of turnaround this quarter.

User Image Curioustock Posted - 4 weeks ago

$UI dropping on FBI remarks about Russian hackers using old Ubiquiti edgerouters to hack IT infrastructure. These things have been patched, and they barely make up any current revenue. Another BS reason to sell ubiquiti stock! 🫣

User Image Mom1 Posted - 4 weeks ago

$UI No discounting on the UI online store. The e-store is really looking very good! https://store.ui.com/us/en

User Image Curioustock Posted - 4 weeks ago

Long $UI short $EXTR might be a good hedge using puts on Extreme.

Analyst Ratings
Barclays Underweight Feb 12, 24
BWS Financial Buy Nov 6, 23
Barclays Underweight May 8, 23
Barclays Underweight Feb 6, 23
Barclays Underweight Nov 7, 22
BWS Financial Buy Sep 6, 22
Barclays Underweight Aug 29, 22
Barclays Underweight May 9, 22
BWS Financial Buy Feb 7, 22
Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
SEGE RONALD Director Director Sep 06 Option 10.77 2,112 22,746 2,112 09/06/22
SEGE RONALD Director Director Sep 06 Sell 300.8 2,112 635,290 09/06/22
SEGE RONALD Director Director Nov 15 Option 10.77 1,584 17,060 1,584 11/15/21
SEGE RONALD Director Director Nov 15 Sell 304.53 1,584 482,376 11/15/21
SEGE RONALD Director Director Nov 16 Option 10.77 1,584 17,060 1,584 11/16/20
SEGE RONALD Director Director Nov 16 Sell 254.48 1,584 403,096 11/16/20