Jul. 23 at 7:29 PM
$UI Compared to hyperscalers, ubiquiti has no debt, nor is it planning any additional debt or equity offerings in order to generate growth. Those 2 issues alone are contributing to lower equity prices at hyperscalers.
I would not be so sure that margin compression will occur in any meaningful way that tanks the stock. If the stock price were still north of
$1,000- sure. But it isn’t.
If buybacks have been occurring- I definitely do not think we see a sell off even if there is some margin compression- assuming UI continues high growth rates and continues to take market share.
