CHARGED ALPHATMFrontier AI stock research

UI · NYSE

Ubiquiti Inc.

Communication Equipment · United States

USD 618.541.5% daily changeQuote 2026-10-06 · USD
Market cap (USD)
US$37.44B
Trailing P/E
39.02x
Forward P/E
31.59x
Quarterly revenue growth
23.5%
Trailing net margin
29.3%
Indicated dividend yield
0.6%

Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.

Next earnings: 2026-11-06 (provider estimate, not issuer-confirmed).

Company background

Ubiquiti Inc. engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. The company develops technology platforms for high-capacity distributed Internet access and unified information technology. 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. It also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solution; UniFi Talk, a plug-and-play phone system and VoIP subscription service. In addition, the company offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhauls point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. 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 through webstores. 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.

Company website

Q3 FY2026

Go beyond the headline.

UI Stock: Revenue Misses by 6% — Q3 FY2026 Earnings Analysis

Published 2026-05-11

Comparable businesses

UI peer comparison

Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.

Comparison stocks

Market metrics · missing or inapplicable values shown as —
MetricUIUbiquiti Inc.Snapshot 2026-10-06Financial period: 2026-06-30ERICTelefonaktiebolaget LM Ericsson (publ)Snapshot 2026-10-06Financial period: 2026-06-30CIENCiena CorporationSnapshot 2026-10-06Financial period: 2026-08-01Peer medianSimilar-size peers only
Market capMarket value, converted to USDUS$37.44BUS$30.45BUS$57.45BUS$43.95Bn=2
Forward P/EProvider forward earnings estimate31.59x15.28x34.25x24.76xn=2
EV / EBITDAEnterprise value / trailing EBITDA30.18x—54.52x—
Revenue growthLatest quarter vs prior-year quarter23.5%-6.1%37.0%15.4%n=2
Operating marginLatest reported quarter36.3%0.0%18.1%9.0%n=2
Free cash flow yieldTrailing cash flow / market cap1.9%—1.1%—
Net debt / EBITDANet debt / trailing EBITDA-0.44x—0.64x—
Debt / equityTotal debt / positive book equity0.06x0.38x1.07x0.73xn=2
Trailing P/ETrailing twelve-month earnings39.02x11.85x90.64x51.24xn=2
Price / bookPrice / positive book equity per share31.14x0.30x18.81x9.56xn=2
EV / salesEnterprise value / trailing revenue11.10x—9.29x—
Earnings growthLatest quarter vs prior-year quarter6.8%-10.9%422.9%206.0%n=2
Gross marginTrailing twelve months46.2%48.1%44.1%46.1%n=2
Net marginTrailing twelve months29.3%10.8%10.9%10.9%n=2
Return on equityProvider trailing return; positive equity only91.1%26.1%22.4%24.2%n=2
Free cash flow marginTrailing free cash flow / revenue21.7%—10.5%—
Dividend yieldIndicated annual dividend / price0.6%3.4%——
Earnings payoutProvider trailing dividend payout20.2%41.4%0.0%20.7%n=2
Current ratioCurrent assets / current liabilities2.93x1.12x3.80x2.46xn=2
BetaProvider historical market sensitivity1.310.511.290.90n=2

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Comparison methodology & limitations

Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.

Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.

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Earnings-multiple scenario

Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.

Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.

THE RESEARCH RECORD

Research history for UI

All available reporting periods
Q3 FY20262026-05-11

Reported figures

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