Ubiquiti (UI)
Market Price (5/12/2026): $741.0 | Market Cap: $44.8 BilSector: Information Technology | Industry: Communications Equipment
Ubiquiti (UI)
Market Price (5/12/2026): $741.0Market Cap: $44.8 BilSector: Information TechnologyIndustry: Communications Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 33% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% Megatrend and thematic driversMegatrends include 5G & Advanced Connectivity, Cybersecurity, and Smart Buildings & Proptech. Themes include Network Equipment, Show more. | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 59x Key risksUI key risks include [1] significant supply chain disruptions causing product shortages that threaten its core cost-effective pricing strategy, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 33% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 36% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% |
| Megatrend and thematic driversMegatrends include 5G & Advanced Connectivity, Cybersecurity, and Smart Buildings & Proptech. Themes include Network Equipment, Show more. |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 59x |
| Key risksUI key risks include [1] significant supply chain disruptions causing product shortages that threaten its core cost-effective pricing strategy, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Strong Second Quarter Fiscal 2026 Earnings Beat.
Ubiquiti reported robust results for its second fiscal quarter of 2026 on February 6, 2026, significantly surpassing analyst expectations. The company posted an Earnings Per Share (EPS) of $3.88, beating estimates of $3.17 by $0.71, a 22.4% beat. Additionally, revenue reached $814.87 million, exceeding estimates of $748.62 million by $66.25 million, an 8.8% beat. This represented a substantial 35.8% year-over-year revenue growth and a 70.8% increase in GAAP net income, which served as a significant catalyst for positive stock movement early in the specified period.
2. Robust Growth in Enterprise Technology and Product Innovation.
The company demonstrated strong operational performance driven by increasing demand for its UniFi networking solutions and continuous product innovation. Ubiquiti's Enterprise Technology segment was a key driver of sales gains, contributing to an 18.7% year-over-year revenue rise in Q3 Fiscal 2026. Key product enhancements within the UniFi ecosystem and the introduction of new hardware, such as the UniFi Dream Machine Beast and Dream Router 5G Max, positioned the company strongly in high-growth areas like Wi-Fi 7 and 5G integration, fostering positive investor sentiment.
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Stock Movement Drivers
Fundamental Drivers
The 34.1% change in UI stock from 1/31/2026 to 5/11/2026 was primarily driven by a 12.7% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 550.81 | 738.61 | 34.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,757 | 3,096 | 12.3% |
| Net Income Margin (%) | 28.7% | 30.4% | 6.0% |
| P/E Multiple | 42.1 | 47.4 | 12.7% |
| Shares Outstanding (Mil) | 60 | 61 | 0.0% |
| Cumulative Contribution | 34.1% |
Market Drivers
1/31/2026 to 5/11/2026| Return | Correlation | |
|---|---|---|
| UI | 34.1% | |
| Market (SPY) | 3.6% | 57.8% |
| Sector (XLK) | 23.8% | 36.1% |
Fundamental Drivers
The -5.9% change in UI stock from 10/31/2025 to 5/11/2026 was primarily driven by a -28.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 785.18 | 738.61 | -5.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,574 | 3,096 | 20.3% |
| Net Income Margin (%) | 27.7% | 30.4% | 10.0% |
| P/E Multiple | 66.7 | 47.4 | -28.9% |
| Shares Outstanding (Mil) | 60 | 61 | -0.1% |
| Cumulative Contribution | -5.9% |
Market Drivers
10/31/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| UI | -5.9% | |
| Market (SPY) | 5.5% | 45.6% |
| Sector (XLK) | 18.6% | 37.2% |
Fundamental Drivers
The 127.5% change in UI stock from 4/30/2025 to 5/11/2026 was primarily driven by a 47.1% change in the company's Net Income Margin (%).| (LTM values as of) | 4302025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 324.68 | 738.61 | 127.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,151 | 3,096 | 44.0% |
| Net Income Margin (%) | 20.7% | 30.4% | 47.1% |
| P/E Multiple | 44.1 | 47.4 | 7.5% |
| Shares Outstanding (Mil) | 60 | 61 | -0.1% |
| Cumulative Contribution | 127.5% |
Market Drivers
4/30/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| UI | 127.5% | |
| Market (SPY) | 30.4% | 42.4% |
| Sector (XLK) | 70.4% | 35.7% |
Fundamental Drivers
The 228.4% change in UI stock from 4/30/2023 to 5/11/2026 was primarily driven by a 72.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 224.89 | 738.61 | 228.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,793 | 3,096 | 72.7% |
| Net Income Margin (%) | 19.4% | 30.4% | 56.7% |
| P/E Multiple | 39.0 | 47.4 | 21.6% |
| Shares Outstanding (Mil) | 60 | 61 | -0.2% |
| Cumulative Contribution | 228.4% |
Market Drivers
4/30/2023 to 5/11/2026| Return | Correlation | |
|---|---|---|
| UI | 228.4% | |
| Market (SPY) | 78.7% | 41.8% |
| Sector (XLK) | 140.8% | 36.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UI Return | 11% | -10% | -48% | 141% | 68% | 52% | 219% |
| Peers Return | 51% | -20% | 4% | 28% | 107% | 69% | 465% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| UI Win Rate | 67% | 33% | 42% | 58% | 67% | 60% | |
| Peers Win Rate | 65% | 35% | 48% | 58% | 70% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| UI Max Drawdown | -13% | -28% | -61% | -24% | -17% | -2% | |
| Peers Max Drawdown | -4% | -33% | -31% | -26% | -23% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VSAT, ADTN, CSCO, ANET, CIEN. See UI Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/11/2026 (YTD)
How Low Can It Go
| Event | UI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.0% | -18.8% |
| % Gain to Breakeven | 25.0% | 23.1% |
| Time to Breakeven | 28 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -42.0% | -9.5% |
| % Gain to Breakeven | 72.3% | 10.5% |
| Time to Breakeven | 265 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -42.4% | -6.7% |
| % Gain to Breakeven | 73.5% | 7.1% |
| Time to Breakeven | 534 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.9% | -24.5% |
| % Gain to Breakeven | 36.7% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -22.7% | -33.7% |
| % Gain to Breakeven | 29.4% | 50.9% |
| Time to Breakeven | 25 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.6% | -19.2% |
| % Gain to Breakeven | 18.5% | 23.7% |
| Time to Breakeven | 29 days | 105 days |
In The Past
Ubiquiti's stock fell -20.0% during the 2025 US Tariff Shock. Such a loss loss requires a 25.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | UI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.0% | -18.8% |
| % Gain to Breakeven | 25.0% | 23.1% |
| Time to Breakeven | 28 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -42.0% | -9.5% |
| % Gain to Breakeven | 72.3% | 10.5% |
| Time to Breakeven | 265 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -42.4% | -6.7% |
| % Gain to Breakeven | 73.5% | 7.1% |
| Time to Breakeven | 534 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.9% | -24.5% |
| % Gain to Breakeven | 36.7% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -22.7% | -33.7% |
| % Gain to Breakeven | 29.4% | 50.9% |
| Time to Breakeven | 25 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -20.9% | -12.2% |
| % Gain to Breakeven | 26.4% | 13.9% |
| Time to Breakeven | 29 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -41.9% | -6.8% |
| % Gain to Breakeven | 72.0% | 7.3% |
| Time to Breakeven | 547 days | 15 days |
In The Past
Ubiquiti's stock fell -20.0% during the 2025 US Tariff Shock. Such a loss loss requires a 25.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Ubiquiti (UI)
AI Analysis | Feedback
Ubiquiti is like Cisco for the budget-conscious business, offering enterprise-grade networking and IT infrastructure at a lower cost.
Think of Ubiquiti as Cisco Meraki but more affordable, providing integrated, centrally managed networking, surveillance, and access control for smaller businesses.
AI Analysis | Feedback
- airMAX: A technology platform utilizing proprietary protocols for wireless systems to minimize signal noise.
- EdgeMAX: A software and system platform providing robust routing solutions.
- airFiber: A point-to-point radio system engineered for high-performance wireless backhaul.
- UFiber GPON: A plug-and-play fiber network technology for building high-speed fiber internet networks.
- UniFi - Enterprise WLAN: An enterprise Wi-Fi system offering on-site and remote cloud-managed wireless local area network infrastructure.
- UniFi Protect: A video surveillance system that includes statistical reporting and and advanced analytics.
- UniFi Switch: Network switches providing performance, switching, and Power over Ethernet (PoE) support for enterprise networks.
- UniFi Console: An enterprise-class device functioning as a router and security gateway for network management.
- UniFi Access: A door access control system designed for secure entry management.
- Ubiquiti Labs Consumer Products: Consumer electronics developed for professional, home, and personal use.
AI Analysis | Feedback
Ubiquiti (symbol: UI) develops and sells networking technology to a diverse customer base. Based on the provided background information, the company serves both businesses and individual consumers. While the background text does not provide specific names of major customer companies, it clearly identifies the categories of customers that utilize its technology platforms.
Ubiquiti primarily sells to the following categories of customers:
- Service Providers: These are companies that leverage Ubiquiti's carrier-class network infrastructure, fixed wireless broadband, wireless backhaul systems, and routing platforms (such as airMAX, EdgeMAX, airFiber, and UFiber GPON) to deliver internet access and other network services to their own clientele.
- Enterprises and Businesses: This category encompasses organizations and businesses of various sizes that deploy Ubiquiti's solutions for their internal networking needs, including wireless LAN infrastructure (UniFi -Enterprise WLAN), video surveillance (UniFi Protect), switching and routing solutions (UniFi Switch, UniFi Console), security gateways, and door access systems (UniFi Access).
- Consumers and Prosumers: This segment includes individuals and small-scale professional users who purchase products under the Ubiquiti Labs brand name for professional, home, and personal use.
Ubiquiti distributes its products globally through a network of approximately 100 distributors, online retailers, and direct sales channels, who then serve these identified end-customer segments.
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Robert J. Pera, Chief Executive Officer and Chairman of the Board
Mr. Pera founded Ubiquiti Inc. in October 2003, with the company beginning current operations in 2005. He has served as the Chief Executive Officer and a member of the Board since the company's inception, and as its Chairman of the Board since December 2012. Prior to founding Ubiquiti, Mr. Pera worked as a wireless engineer at Apple, Inc. from January 2003 to February 2005. He started Ubiquiti using $30,000 of personal savings and credit card debt. Mr. Pera holds a B.A. in Japanese Language, a B.S. in Electrical Engineering, and an M.S. in Electrical Engineering (Digital Communications/RF Circuit Design) from the University of California, San Diego. He owns 93% of the publicly traded firm. In October 2012, Pera also became the owner of the NBA's Memphis Grizzlies.
Kevin Radigan, Chief Accounting and Finance Officer
Mr. Radigan has served as Ubiquiti's Chief Accounting and Finance Officer since May 2016. Before joining Ubiquiti, he served as the Chief Financial Officer of American Medical Alert Corp (dba Tunstall Americas) from 2012 to 2016. He holds a B.S. in Accountancy from Long Island University.
Hartley Nisenbaum, Executive Vice President of Operations & Legal Affairs
Mr. Nisenbaum serves as the Executive Vice President of Operations and Legal Affairs at Ubiquiti.
Dr. John R. Sanford, Chief Technology Officer
Dr. Sanford has been the Chief Technology Officer of Ubiquiti Networks, Inc. since May 2010.
Laura Kiernan, Senior Vice President of Investor Relations
Ms. Kiernan serves as the Senior Vice President of Investor Relations for Ubiquiti.
AI Analysis | Feedback
The key risks to Ubiquiti Inc.'s (UI) business operations are:
-
Supply Chain Volatility and Geopolitical Tensions: Ubiquiti faces significant risks from disruptions in its global supply chain, including component shortages (such as chipsets) and pricing inflation. The company relies on a limited number of contract manufacturers, primarily located in Vietnam and China, making it vulnerable to manufacturing capacity issues and component availability. Geopolitical factors, such as U.S. tariffs on imports, ongoing trade tensions, and escalating conflicts (e.g., between China and Taiwan), directly impact the cost of goods sold and can pressure gross margins.
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Competitive Pressure: Ubiquiti operates in a highly competitive market against established players like Cisco, HPE, Netgear, and TP-Link. Competitors are increasingly investing in advanced solutions such as AIOps (Artificial Intelligence for IT Operations) and offering bundled subscriptions, which could challenge Ubiquiti's strategy of low-cost operations and a no-subscription pricing model. Maintaining market share requires continuous innovation and competitive pricing.
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Regulatory Scrutiny, Reputational, and Legal Risks: Ubiquiti is exposed to increased regulatory scrutiny, particularly concerning data privacy. Furthermore, the company faces significant legal and reputational risks. A recent investigation by Scott+Scott Attorneys at Law LLP into potential breaches of fiduciary duties by Ubiquiti's directors and officers could lead to class-action lawsuits, substantial financial penalties, and erosion of investor confidence. Additionally, the association of Ubiquiti's equipment with high-profile criminal activity (e.g., on Jeffrey Epstein's private island) has raised concerns about reputational damage, potential civil liability, and negative media attention, which could adversely affect customer perception, especially among enterprise clients.
AI Analysis | Feedback
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Ubiquiti Inc. (UI) participates in several addressable markets with its diverse range of networking and technology products.
Fixed Wireless Access (FWA)
The global fixed wireless access market was estimated at USD 183.78 billion in 2025 and is projected to reach USD 1,115.98 billion by 2033, growing at a compound annual growth rate (CAGR) of 26.7% from 2026 to 2033. North America was the largest market in 2025, while Asia Pacific is expected to be the fastest-growing region.
Wireless Backhaul Equipment
The global wireless and mobile backhaul equipment market was valued at USD 109.6 billion in 2024 and is projected to reach USD 230.43 billion by 2034, exhibiting a CAGR of 11.5% during the forecast period. Another report estimates the global wireless backhaul equipment market size to reach USD 80.3 billion by 2030, rising at a CAGR of 12.3% during the forecast period. North America held over 25% share in 2023.
Enterprise WLAN
The global enterprise WLAN market size was valued at USD 13.66 billion in 2024 and is poised to grow to USD 91.95 billion by 2033, at a CAGR of 23.6% from 2026 to 2033. Another estimate indicates the global enterprise WLAN market size was USD 7.86 billion in 2025 and is projected to reach USD 13.26 billion by 2034, exhibiting a CAGR of 5.90%. North America dominated the global market with a share of 41.00% in 2025. Ubiquiti held an 11.3% market share in the enterprise WLAN market in 3Q25.
Video Surveillance
The global video surveillance market size is projected to rise from USD 63.7 billion in 2026 to USD 112.8 billion by 2033, growing at a CAGR of 8.5% from 2026 to 2033. Another source projects the global video surveillance market size to increase from USD 84.12 billion in 2025 to approximately USD 267.39 billion by 2035, expanding at a CAGR of 12.26% from 2026 to 2035. Asia Pacific dominated the global market, accounting for more than 39% market share in 2026.
GPON (Gigabit Passive Optical Network)
The global Gigabit Passive Optical Network (GPON) market was valued at USD 7.3 billion in 2024 and is projected to grow at a CAGR of 9.4% between 2025 and 2034, reaching USD 17.6 billion by 2034. Another report values the global GPON market at USD 8.7 billion in 2025, projected to reach USD 15.3 billion by 2035, rising at a CAGR of 6.5% during the forecast period (2026-2035). North America is projected to hold the largest revenue share, with Asia Pacific being the fastest-growing region.
Network Switches
The global network switches market size was approximately USD 30.8 billion in 2024 and is projected to reach USD 69.20 billion by 2035, growing at a CAGR of 6.79% from 2026 to 2035. Another estimate indicates the market grew from USD 37.60 billion in 2025 to USD 40.53 billion in 2026 and is on track to reach USD 65.61 billion by 2032, driven by a CAGR of 8.27%. North America is estimated to contribute 40% to the growth of the global market.
Routing
In 2023, the global routing market was valued at USD 15.5 billion and is expected to grow at a compound annual growth rate of 8.8% during 2024–2030, to reach USD 29.3 billion by 2030. North America is a leading region in the routing market due to its early adoption of advanced technologies.
Access Control Systems
The global access control market size is calculated at USD 12.01 billion in 2025 and is predicted to increase to approximately USD 25.15 billion by 2034, expanding at a CAGR of 8.56% from 2025 to 2034. North America held the largest market share of 33% in 2024.
AI Analysis | Feedback
Ubiquiti Inc. (UI) is expected to drive future revenue growth over the next 2-3 years through several key areas:
- Continued Growth in the Enterprise Technology Platform: Ubiquiti's Enterprise Technology platform has been a consistent and significant driver of revenue growth, with strong performance noted across multiple recent fiscal quarters and years. This platform includes wireless LAN infrastructure, video surveillance products, switching and routing solutions, and security gateways, indicating sustained demand for its enterprise-focused networking solutions.
- Increased Demand in the Service Provider Technology Platform: While growth in this segment has varied, more recent reports highlight a positive trend. The Service Provider Technology platform is expected to see increased revenue contributions, fueled by investments from telecom operators for network upgrades and 5G deployments.
- Introduction of New and Innovative Products: Ubiquiti's ongoing investment in research and development, coupled with mentions of new product innovations like UniFi 7, suggests that the launch of new and enhanced products will be a crucial revenue driver. This includes leveraging technology platforms such as airMAX, EdgeMAX, airFiber, and UFiber GPON to deliver high-speed networking solutions.
- Geographic Expansion and Strong Regional Demand: The company has experienced healthy demand and revenue growth in key geographic regions, particularly North America, Europe, the Middle East, and Africa (EMEA). Continued expansion and increasing market penetration in these and other regions are anticipated to contribute to future revenue growth.
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Capital Allocation Decisions (Last 3-5 Years)
Share Repurchases
- In August 2025, Ubiquiti announced a new share repurchase program authorizing the repurchase of up to $500 million of its shares, which is set to expire on September 30, 2026.
- The initiation of this program followed the company's efforts to pay down its substantial debt, indicating a strategic shift towards returning cash to shareholders.
Share Issuance
- Ubiquiti's shares outstanding demonstrated relative stability with minor fluctuations between fiscal years 2021 and 2025, hovering around 0.060 to 0.063 billion.
Capital Expenditures
- Capital expenditures for Ubiquiti have been modest over the past five fiscal years, with reported amounts of $18.33 million in FY2021, $13.47 million in FY2022, $20.93 million in FY2023, $11.98 million in FY2024, and $12.59 million in FY2025.
- These expenditures are considered conservative relative to the company's scale, focusing on ongoing investment in capacity rather than aggressive expansion.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| How Low Can UI Really Go In A Market Crash? | 05/12/2026 | |
| Ubiquiti Earnings Notes | 05/07/2026 | |
| 8-Day Rally Sends Ubiquiti Stock Up 30% | 04/18/2026 | |
| Ubiquiti Stock Surges 24%, With A 7-Day Winning Spree | 04/17/2026 | |
| Ubiquiti Stock (+14%): Enterprise Refresh Cycle Fuels Institutional Chase | 02/10/2026 | |
| Ubiquiti Stock Surges 14% In A Single Day, Wait For A Dip To Buy The Stock | 02/10/2026 | |
| Where Does Ubiquiti Stock Rank Among Competitors? | 02/10/2026 | |
| Ubiquiti Stock's Winning Streak May Not Be Over Yet | 12/03/2025 | |
| ARTICLES | ||
| Ubiquiti Stock To $519? | 05/12/2026 | |
| How Will Ubiquiti Stock React To Its Upcoming Earnings? | 05/07/2026 | |
| Ubiquiti Stock 8-Day Winning Spree: Stock Climbs 30% | 04/18/2026 | |
| Ubiquiti Stock On Fire: Up 24% With 7-Day Winning Streak | 04/17/2026 | |
| Large Cap Stocks Trading At 52-Week High | 04/17/2026 |
Trade Ideas
Select ideas related to UI.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | PLTR | Palantir Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 04102026 | ADSK | Autodesk | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 8.5% | 8.5% | 0.0% |
| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
| 04102026 | ENPH | Enphase Energy | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
| 11072025 | UI | Ubiquiti | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 65.7% | 65.7% | -15.7% |
| 02282025 | UI | Ubiquiti | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 54.8% | 125.7% | -20.0% |
| 01312022 | UI | Ubiquiti | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.7% | 1.9% | -23.3% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 117.58 |
| Mkt Cap | 63.5 |
| Rev LTM | 4,870 |
| Op Inc LTM | 763 |
| FCF LTM | 742 |
| FCF 3Y Avg | 556 |
| CFO LTM | 1,248 |
| CFO 3Y Avg | 816 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 22.7% |
| Rev Chg 3Y Avg | 14.8% |
| Rev Chg Q | 17.1% |
| QoQ Delta Rev Chg LTM | 3.9% |
| Op Inc Chg LTM | 43.7% |
| Op Inc Chg 3Y Avg | 27.8% |
| Op Mgn LTM | 15.7% |
| Op Mgn 3Y Avg | 15.7% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 23.6% |
| CFO/Rev 3Y Avg | 23.1% |
| FCF/Rev LTM | 17.6% |
| FCF/Rev 3Y Avg | 16.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 63.5 |
| P/S | 10.5 |
| P/Op Inc | 34.5 |
| P/EBIT | 40.8 |
| P/E | 40.7 |
| P/CFO | 30.5 |
| Total Yield | 1.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.0 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 10.6% |
| 3M Rtn | 32.6% |
| 6M Rtn | 67.0% |
| 12M Rtn | 91.5% |
| 3Y Rtn | 211.6% |
| 1M Excs Rtn | 1.8% |
| 3M Excs Rtn | 26.1% |
| 6M Excs Rtn | 57.6% |
| 12M Excs Rtn | 75.9% |
| 3Y Excs Rtn | 106.4% |
Comparison Analyses
Price Behavior
| Market Price | $738.61 | |
| Market Cap ($ Bil) | 44.7 | |
| First Trading Date | 10/14/2011 | |
| Distance from 52W High | -31.9% | |
| 50 Days | 200 Days | |
| DMA Price | $880.41 | $666.62 |
| DMA Trend | up | up |
| Distance from DMA | -16.1% | 10.8% |
| 3M | 1YR | |
| Volatility | 61.4% | 62.1% |
| Downside Capture | 1.57 | 0.99 |
| Upside Capture | 280.13 | 208.12 |
| Correlation (SPY) | 53.8% | 41.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.48 | 2.35 | 2.21 | 1.90 | 2.09 | 1.46 |
| Up Beta | 2.73 | 2.39 | 2.50 | 2.80 | 3.21 | 1.30 |
| Down Beta | 9.91 | 2.64 | 1.84 | 1.43 | 1.80 | 1.37 |
| Up Capture | 254% | 329% | 442% | 239% | 370% | 760% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 14 | 26 | 39 | 69 | 147 | 413 |
| Down Capture | 11% | 160% | 92% | 134% | 108% | 109% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 8 | 17 | 25 | 56 | 105 | 340 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UI | |
|---|---|---|---|---|
| UI | 110.9% | 64.3% | 1.40 | - |
| Sector ETF (XLK) | 64.5% | 20.8% | 2.29 | 35.5% |
| Equity (SPY) | 28.1% | 12.5% | 1.78 | 42.4% |
| Gold (GLD) | 42.9% | 26.9% | 1.30 | 17.8% |
| Commodities (DBC) | 48.6% | 18.0% | 2.14 | -5.2% |
| Real Estate (VNQ) | 13.6% | 13.5% | 0.70 | 23.6% |
| Bitcoin (BTCUSD) | -22.4% | 41.7% | -0.50 | 20.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UI | |
|---|---|---|---|---|
| UI | 22.9% | 48.6% | 0.59 | - |
| Sector ETF (XLK) | 22.0% | 24.8% | 0.78 | 43.8% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 47.1% |
| Gold (GLD) | 21.2% | 17.9% | 0.96 | 12.8% |
| Commodities (DBC) | 13.5% | 19.1% | 0.58 | 6.2% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 37.5% |
| Bitcoin (BTCUSD) | 8.5% | 56.0% | 0.36 | 19.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UI | |
|---|---|---|---|---|
| UI | 36.2% | 47.8% | 0.82 | - |
| Sector ETF (XLK) | 25.1% | 24.4% | 0.93 | 44.5% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 45.3% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 7.2% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 10.8% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 33.4% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 10.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/8/2026 | -9.1% | ||
| 2/6/2026 | 8.0% | 22.6% | 30.8% |
| 11/7/2025 | -19.4% | -26.6% | -23.0% |
| 8/22/2025 | 30.6% | 36.3% | 64.7% |
| 5/9/2025 | 17.1% | 19.1% | 17.8% |
| 2/7/2025 | -8.6% | -19.5% | -29.4% |
| 11/8/2024 | 19.8% | 31.3% | 26.1% |
| 8/23/2024 | 9.8% | 10.1% | 24.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 13 | 11 |
| # Negative | 13 | 11 | 13 |
| Median Positive | 12.6% | 13.7% | 24.4% |
| Median Negative | -8.6% | -9.2% | -10.2% |
| Max Positive | 30.6% | 36.3% | 64.7% |
| Max Negative | -19.4% | -26.6% | -29.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/06/2026 | 10-Q |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/22/2025 | 10-K |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/07/2025 | 10-Q |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/23/2024 | 10-K |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-Q |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/25/2023 | 10-K |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/03/2023 | 10-Q |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/26/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Radigan, Kevin | CHIEF ACCOUNTING OFFICER | Direct | Sell | 11142025 | 576.58 | 350 | 201,803 | 1,595,973 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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