UI

Recently, Ubiquiti Inc. was highlighted by Zacks for a sharp improvement in analyst sentiment, including higher earnings estimates and a top-tier rank, after a prior period of selling pressure. What stands out is that Ubiquiti is now flagged as a growth-focused name, with strong cash flow trends and upgraded earnings expectations supporting a more constructive analyst view. We’ll now examine how this shift in analyst earnings expectations could influence Ubiquiti’s broader investment narrative and risk-reward profile. Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Ubiquiti, you need to be comfortable with a high-quality, high‑margin networking business that can still be very volatile in the market. The core story hinges on sustained demand for its wireless and routing gear, strong profitability metrics like an outstanding return on equity, and a willingness to return cash through a growing US$0.80 quarterly dividend. The recent Zacks callout, following a roughly 43% pullback over the month, matters mainly because it reframes the short term: upgraded earnings estimates and a growth label could support sentiment around near‑term earnings releases and dividend continuity, rather than changing the underlying thesis. At the same time, concerns about valuation, heavy reliance on cash‑rich results, and governance questions around a long‑tenured board do not disappear just because analyst expectations have turned more positive. However, one key risk around earnings quality and valuation is easy to underestimate at first glance. Ubiquiti's share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price. Across 11 fair value estimates from the Simply Wall St Community, views run from around US$240 to well above US$1,500 per share, underscoring how differently people see Ubiquiti’s upside. Set that against the recent analyst upgrades after a sharp price pullback and you can see why understanding both the growth catalysts and the earnings‑quality concerns is crucial before forming your own view. Explore 11 other fair value estimates on Ubiquiti - why the stock might be worth over 2x more than the current price! Don't just follow the ticker -...

Investors were disappointed with Ubiquiti Inc.'s (NYSE:UI) earnings, despite the strong profit numbers. We did some digging and found some worrying underlying problems. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. In high finance, the key ratio used to measure how well a company converts reported profits into free cash flow (FCF) is the accrual ratio (from cashflow). In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. The ratio shows us how much a company's profit exceeds its FCF. Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. That's because some academic studies have suggested that high accruals ratios tend to lead to lower profit or less profit growth. Over the twelve months to March 2026, Ubiquiti recorded an accrual ratio of 0.28. Therefore, we know that it's free cashflow was significantly lower than its statutory profit, which is hardly a good thing. In fact, it had free cash flow of US$741m in the last year, which was a lot less than its statutory profit of US$942.1m. Notably Ubiquiti's free cash flow was stable over the last year. The good news for shareholders is that Ubiquiti's accrual ratio was much better last year, so this year's poor reading might simply be a case of a short term mismatch between profit and FCF. Shareholders should look for improved cashflow relative to profit in the current year, if that is indeed the case. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Ubiquiti didn't convert much of its profit to free cash flow in the last year, which some investors may consider rather suboptimal. Because of this, we think that it may be that Ubiquiti's statutory profits are better than its underlying earnings power. But on the bright side, its earnings per share have grown at an extremely impress...

Ubiquiti Inc. (NYSE:UI) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasts. Ubiquiti missed analyst forecasts, with revenues of US$788m and statutory earnings per share (EPS) of US$3.86, falling short by 3.2% and 2.1% respectively. Following the result, the analyst has updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimate to see what could be in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the current consensus from Ubiquiti's sole analyst is for revenues of US$3.69b in 2027. This would reflect a solid 19% increase on its revenue over the past 12 months. Per-share earnings are expected to expand 19% to US$18.48. Before this earnings report, the analyst had been forecasting revenues of US$3.74b and earnings per share (EPS) of US$19.16 in 2027. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analyst did make a minor downgrade to their earnings per share forecasts. View our latest analysis for Ubiquiti Althoughthe analyst has revised their earnings forecasts for next year, they've also lifted the consensus price target 9.6% to US$826, suggesting the revised estimates are not indicative of a weaker long-term future for the business. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Ubiquiti's rate of growth is expected to accelerate meaningfully, with the forecast 15% annualised revenue growth to the end of 2027 noticeably faster than its historical growth of 11% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 15% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Ubiquiti is expected to grow at about the same rate as the wider industry. The most important thing to take away is that the analyst dow...

Ubiquiti Inc. (NYSE:UI) is one of the top tech stocks in Louis Navellier’s portfolio. Ubiquiti Inc (NYSE:UI) released earnings for its fiscal Q3 2026 (ended March 31) on May 8. The report showed revenue increased 18.7% YoY to $788.2 million, and that surpassed analysts’ expectation of $778.03 million. Copyright: hywards / 123RF Stock Photo The revenue increase was driven by strong growth in the company’s flagship Enterprise Technology segment. This more than offset weakness in the company’s smaller Service Provider Technology segment. Enterprise Technology sales jumped to $717.9 million from $585.7 million a year ago. Service Provider Technology revenue decreased to $70.3 million from $78.4 million. The gross margin expanded to 47% from 44.5% a year ago, supported by favorable product mix, lower shipping costs, and lower charges for excess inventory. The company posted GAAP net income of $233.9 million, reflecting an increase of 29.6%. GAAP diluted EPS was $3.86, and adjusted EPS came to $3.88, up from $3 a year ago. Ubiquiti attributed the net income growth to increases in revenue and gross profit. Ubiquiti’s board declared a quarterly cash dividend of $0.80 per share. The dividend is payable on May 26 to shareholders of record as of May 18. Based in New York, Ubiquiti Inc (NYSE:UI) is an American technology company focused on network solutions. It produces a range of wireless and wired network products for enterprises and homes. Ubiquiti offers its products under brands such as UniFi, AmpliFi, GigaBeam, and EdgeMax. While we acknowledge the potential of UI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 High-Growth Utility Stocks to Buy According to Analysts and 10 Best Small-Cap Value Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Ubiquiti Inc. UI reported strong third-quarter fiscal 2026 results, with both bottom and top lines surpassing the Zacks Consensus Estimate.The New York-based networking products and solutions provider reported an 18.7% year-over-year increase in revenues, driven mainly by strong demand for its UniFi networking products and growth in its Enterprise Technology segment, with higher sales across all regions. Net income, on a GAAP basis, in the quarter was $233.9 million or $3.86 per share compared with $180.4 million or $2.98 per share in the year-ago quarter. Despite higher operating expenses, solid top-line growth boosted the bottom line.Non-GAAP net income in the quarter was $235.1 million or $3.88 per share compared with $181.8 million or $3 per share in the year-earlier quarter. The bottom line beat the Zacks Consensus Estimate by 70 cents. Ubiquiti Inc. price-consensus-eps-surprise-chart | Ubiquiti Inc. Quote Net sales in the quarter increased to $788.2 million from $664.2 million in the prior-year quarter, driven by higher revenues from the Enterprise Technology segment, contributing 91.1% of total sales. The top line beat the Zacks Consensus Estimate of $785 million.Enterprise Technology generated $717.9 million in revenues, up from $585.7 million in the prior-year quarter, led by an increase in revenues across all regions.Service Provider Technology registered $70.3 million in revenues, down from $78.4 million in the year-ago quarter due to a decrease in revenues across all regions except North America and South America. Region-wise, revenues from North America were $410.2 million compared with $322.7 million in the year-ago quarter. Net sales from Europe, the Middle East and Africa aggregated $303.8 million, up from $282.1 million. Asia Pacific revenues increased to $43.2 million from $37.5 million in the year-earlier quarter. Revenues from South America were $31.1 million, up from $21.8 million a year ago. During the March quarter, gross profit was $370.7 million compared with $295.9 million in the year-ago quarter, with respective margins of 47% and 44.5% due to favorable product mix, lower shipping costs, and reduced charges for excess and obsolete inventory. Higher tariffs partially reversed this positive trend.The operating expenses increased to $79.9 million from the prior-year figure of $69 million due to higher employee-related costs, credit ca...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ubiquiti (UI) just posted third quarter fiscal 2026 results that combined strong year over year revenue and net income growth with higher gross margins, full debt repayment, and a new cash dividend. That mix of profitability, balance sheet cleanup, and capital return is the key backdrop for understanding the latest move in Ubiquiti stock and how the market may reassess the company’s profile after this report. See our latest analysis for Ubiquiti. The earnings release has come after a strong run, with a 90 day share price return of 48.91% and a year to date share price return of 63.65%. The 1 year total shareholder return of 163.77% suggests momentum has been building over a longer stretch despite a 1 day share price decline of 9.88%. If Ubiquiti’s move has you thinking about where else growth and cash generation might show up in your portfolio, it could be worth scanning 18 top founder-led companies With strong reported growth, a fully repaid debt balance, and a new dividend already in the price, the key question now is whether Ubiquiti stock still offers upside or if the market is already pricing in future gains. Ubiquiti trades on a P/E of 63.1x, which is high relative to many US stocks and sits above both its peers and the wider communications industry. P/E compares the share price to earnings per share, so a higher P/E often means investors are paying a richer price for each dollar of current profit. For a business like Ubiquiti, with $2,971.962m in revenue, $888.625m in net income and strong recent share price performance, that kind of multiple suggests the market is placing a premium on its earnings profile. Compared to the US Communications industry average P/E of 36x, Ubiquiti’s 63.1x multiple is significantly higher, and it is also above the peer average of 35.4x. Our fair value work suggests a P/E closer to 49x could be more in line with the company’s characteristics, so the current valuation implies the market is paying well above a level it could move towards if sentiment cooled. Explore the SWS fair ratio for Ubiquiti Result: Price-to-Earnings of 63.1x (OVERVALUED) However, investors still need to watch for any reversal in recent revenue and net income growth, or a sharp change in sentiment around that 63.1x...

NEW YORK (AP) — NEW YORK (AP) — Ubiquiti Inc. (UI) on Friday reported earnings of $233.9 million in its fiscal third quarter. On a per-share basis, the New York-based company said it had net income of $3.86. Earnings, adjusted for stock option expense, came to $3.88 per share. The computer networking company posted revenue of $788.2 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on UI at https://www.zacks.com/ap/UI

Ubiquiti (UI) reported fiscal Q3 non-GAAP net income Friday of $3.88 per diluted share, up from $3 a

~ Revenues of $788.2 million, up 18.7% YoY ~ ~ GAAP Diluted Earnings Per Share of $3.86 ~ NEW YORK, May 08, 2026--(BUSINESS WIRE)--Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the third quarter ended March 31, 2026. Third Quarter Fiscal 2026 Financial Summary Revenues of $788.2 million GAAP diluted EPS of $3.86 Non-GAAP diluted EPS of $3.88 Additional Financial Highlight The Company's Board of Directors declared a $0.80 per share cash dividend payable on May 26, 2026 to shareholders of record at the close of business on May 18, 2026. Financial Highlights ($, in millions, except per share data) Income Statement Items Revenues In the third quarter of fiscal 2026, the Company reported revenues of $788.2 million. This figure represents a decrease from the prior quarter of 3.3% and an increase from the comparable prior year period of 18.7%. The decrease in revenues compared to the prior quarter was driven by a decrease in revenue from both our Enterprise Technology and Service Provider Technology platforms and reflects the strong holiday webstore sales experienced in the second quarter of fiscal 2026. The increase in revenues compared to the comparable prior year period was primarily driven by an increase in revenues from our Enterprise Technology platform, offset in part by a decrease in revenues from our Service Provider Technology platform. Gross Margins During the third quarter fiscal 2026, GAAP gross profit was $370.7 million. The GAAP gross margin for the period was 47.0%, reflecting an improvement of 1.1% compared to the prior quarter's GAAP gross margin of 45.9% and an improvement of 2.5% over the comparable prior year period GAAP gross margin of 44.5%. The increase in gross profit margin as compared to the prior quarter was primarily driven by favorable product mix and holiday pricing in the second quarter. The increase in gross profit margin as compared to the comparable prior year period was primarily driven by favorable product mix, reduced charges for excess and obsolete inventory, lower shipping costs and other indirect costs, offset in part by higher tariff costs. Research and Development During the third quarter fiscal 2026, research and development ("R&D") expenses were $51.8 million. This reflects an increase as compared to the R&D expenses of $50.8 million in the prior quarter and an increase...

Dropbox (DBX) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.04%. A quarter ago, it was expected that this online file-sharing company would post earnings of $0.66 per share when it actually produced earnings of $0.68, delivering a surprise of +3.03%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Dropbox, which belongs to the Zacks Internet - Services industry, posted revenues of $629.5 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.61%. This compares to year-ago revenues of $624.7 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Dropbox shares have lost about 11.2% since the beginning of the year versus the S&P 500's gain of 7.6%. While Dropbox has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Dropbox was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stock...

Ubiquiti Inc. (UI) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.18 per share. This compares to earnings of $3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +22.01%. A quarter ago, it was expected that this computer networking company would post earnings of $2.81 per share when it actually produced earnings of $3.88, delivering a surprise of +38.08%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Ubiquiti, which belongs to the Zacks Wireless Equipment industry, posted revenues of $788.2 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.39%. This compares to year-ago revenues of $664.17 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ubiquiti shares have added about 67.5% since the beginning of the year versus the S&P 500's gain of 7.2%. While Ubiquiti has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ubiquiti was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Bu...

Ubiquiti, Inc. UI is set to report third-quarter fiscal 2026 results on May 8, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 38.08%. In the trailing four quarters, the company delivered an earnings surprise of 55.34%, beating estimates on all occasions. Ubiquiti is expected to report year-over-year revenue growth backed by solid demand in the Enterprise segment. Ubiquiti offers a comprehensive portfolio of networking products and solutions for service providers and enterprises. Its service-provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems and routing. The Enterprise Technology segment remains the biggest driver for the company. The growing proliferation of IoT devices across industries is propelling growth in this segment. The company spends significantly on research and development (R&D) activities for developing innovative products and state-of-the-art technology to expand its addressable market and remain at the cutting edge of networking technology. The company believes its new product pipeline will help it increase average selling prices for high-performance, best-value products, thus raising the top line. For the fiscal third quarter, the Zacks Consensus Estimate for the Enterprise Technology vertical is pegged at $675.06 million, up from $585.72 million a year ago. Service Provider technology is projected to report revenues of $80.9 million, up from $81.68 million a year ago. For the March quarter, the Zacks Consensus Estimate for total revenues is pegged at $785.13 million, suggesting an increase from the year-ago quarter’s reported figure of $664.17 million. The consensus estimate for adjusted earnings per share is pegged at $3.18, implying growth from $3 reported in the prior year. Our proven model does not conclusively predict an earnings beat for Ubiquiti for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Ubiquiti Inc. price-eps-surprise | Ubiquit...