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Ubiquiti Inc.

UI · NYSE

Market closed$545.95$2.03 (+0.37%)After hours $540.00 · -1.09%

Key statistics

Previous close$543.92
Open$533.66
Day high$552.44
Day low$526.17
52-week high$1,099.99
52-week low$380.00
Market cap33.04B
Volume85.77K
Average volume125.24K
P/E ratio36.99
Forward P/E—
EPS14.76
Dividend yield+0.59%

Market context

Why it moved

Ubiquiti's stock edged higher today, supported by a Zacks Research upgrade from "hold" to "strong-buy," reinforcing a generally positive analyst sentiment with a consensus "Moderate Buy" rating and a significantly higher average price target.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Ubiquiti closed modestly higher despite a broadly risk-off session that hit tech stocks hard, with semiconductor names and the XLK technology ETF under significant pressure amid AI valuation concerns, a new Chinese AI model release, and escalating U.S.-Iran tensions. Notably, Zacks upgraded Ubiquiti to a Strong Buy (Rank #1) on July 17, while AI model analysis flagged split signals on the stock—both agreeing on strong fundamentals and a fortress balance sheet, but diverging on how to weigh a demanding P/E of ~51x and recent technical weakness. After a prior quarter where earnings missed estimates ($3.88 vs. $4.29 expected) but revenue still grew 18.7% year-over-year, the upgrade and analyst consensus target of ~$750 suggest investors see potential upside from current levels.

0.3732

July 17, 2026Ubiquiti shares closed essentially flat, edging up just 0.25% amid a broadly negative session for tech stocks driven by renewed chip sector selling. The broader technology ETF (XLK) also softened, weighed down by a wave of profit-taking in AI and semiconductor names as investors questioned stretched valuations. Against that backdrop, Ubiquiti — a networking and communications equipment maker not directly exposed to the AI chip cycle — demonstrated relative resilience. Recent institutional interest includes a new $2.17M position from Diversify Wealth Management, while the stock trades well below its 52-week high near $1,100, with analysts holding a consensus "Hold" and an average target of ~$750 following a May earnings miss.

0.2544

July 16, 2026Ubiquiti shares declined modestly, weighed down by a broader selloff in communication equipment peers and technology sector turbulence, as Ericsson's sharp drop following weak Q2 earnings cast a shadow over the industry. Investor sentiment toward Ubiquiti remains cautious following its own May earnings miss — reporting EPS of $3.88 versus the $4.29 consensus and revenue of $788.2M against an $814.3M estimate — though 18.7% year-over-year revenue growth offered some reassurance. The stock trades well below its 200-day moving average of ~$692, with analysts holding a consensus 'Hold' rating and an average target of $750.67.

-1.2684

July 15, 2026Ubiquiti closed modestly higher, outperforming the broader tech sector (XLK) as a softer-than-expected June CPI report — with headline inflation dropping to 3.5% — lifted growth-oriented equities. The macro tailwind helped offset lingering concerns from Ubiquiti's May earnings miss, where Q3 EPS of $3.88 fell short of the $4.29 consensus despite 18.7% year-over-year revenue growth. Institutional interest has quietly been building, with multiple new and expanded positions disclosed recently, though the stock trades well below its $750.67 consensus price target and its 200-day moving average near $692, reflecting the pullback from its 52-week high of $1,099.99.

1.635

July 14, 2026Ubiquiti shares declined amid a broader technology selloff driven by renewed U.S.-Iran military tensions that sent oil prices surging 5% and rattled equity markets, with the S&P 500 and Nasdaq falling on chip sector weakness led by a steep drop in SK Hynix. Investor sentiment on the stock remains cautious following a May earnings miss — reporting EPS of $3.88 versus the $4.29 consensus on revenue of $788M against estimates of $814M — though analysts maintain a consensus Hold rating with an average price target of $750.67, implying significant upside from current levels. With the stock now trading well below its 50-day moving average of $619 and trading at a P/E of ~35x, investors are weighing Ubiquiti's strong 18.7% revenue growth and exceptional 30%+ net margins against macro headwinds and high-stakes Q2 earnings season catalysts unfolding this week.

-1.873

July 10, 2026Ubiquiti closed modestly higher, outperforming the broader technology sector as Wall Street's appetite for AI infrastructure winners remained intact. A Seeking Alpha analysis published the prior day highlighted valuation concerns, noting that even the bull case for Ubiquiti struggles to justify current price levels — yet the stock held firm, supported by strong trailing fundamentals including 71.6% earnings growth over the past year, a 46% gross margin, and a 30% net profit margin. The XLK technology ETF and S&P 500 also edged up on the session, aided by renewed optimism around AI infrastructure plays amid ongoing U.S.-Iran geopolitical tensions that kept broader market sentiment cautious.

1.2049

July 10, 2026Ubiquiti shares rose nearly 3.2% on Thursday, outperforming the broader technology sector (XLK was little changed) amid a recovery in chip and tech stocks as markets stabilized following earlier geopolitical-driven volatility. A key catalyst was BWS Financial reiterating its $980 price target on July 8, well above current levels, signaling bullish conviction from analysts. A Seeking Alpha article published today questioning whether even the bull case supports current valuations adds some counterbalance, though strong earnings momentum—with profits up 71.6% over the past year and forecasts of 15.6% annual growth—continues to underpin investor interest. Shares edged further into after-hours trading to around $546.

3.1919

July 9, 2026Ubiquiti closed modestly higher despite a broader market selloff driven by escalating U.S.-Iran tensions that sent oil prices surging over 5% and pressured major indices, with the S&P 500 and Nasdaq falling on the day. Adding to the cautious backdrop, a Seeking Alpha analyst published a bearish valuation piece arguing that even the bull case for Ubiquiti struggles to justify current prices, though the stock showed resilience against the macro headwinds; shares are slipping in after-hours trade.

0.3366

MarketBeat · July 18, 2026Ubiquiti (NYSE:UI) Upgraded at Zacks ResearchThe Hacker News · July 8, 2026Ubiquiti Patches Critical UniFi Flaws Across Connect, Talk, Access, Protect, and OSSecurity Affairs · July 8, 2026Ubiquiti Patches Critical UniFi OS Flaws Allowing Command Injection and Privilege EscalationCybernews · June 25, 2026Ubiquiti UniFi OS under siege: CISA orders patches, new critical bugs emergeSecurityWeek · June 24, 2026Critical Ubiquiti Vulnerabilities in Attackers’ CrosshairsCyberSecurityNews · June 24, 2026CISA Warns of Ubiquiti UniFi OS Vulnerability Actively Exploited in AttacksBleepingComputer · June 24, 2026CISA warns of max severity Ubiquiti flaws exploited in attacksBusiness Wire · May 8, 2026Ubiquiti Inc. Reports Third Quarter Fiscal 2026 Financial Results
Benzinga · June 22, 2026Here’s How Much You Would Have Made Owning Ubiquiti Stock In The Last 10 Years
Benzinga · May 20, 2026Here's How Much You Would Have Made Owning Ubiquiti Stock In The Last 10 Years
Benzinga · May 11, 2026Barclays Maintains Underweight on Ubiquiti, Raises Price Target to $672
Mt Newswire · May 8, 2026Research Alert: Ubiquiti Beats Estimates Supported By Growth Across All Regions
Mt Newswire · May 8, 2026Ubiquiti Fiscal Q3 Adjusted Earnings, Revenue Rise; Shares Down
Benzinga · May 8, 2026Ubiquiti Q3 Adj. EPS $3.88 Misses $4.29 Estimate, Sales $788.199M Miss $814.298M Estimate
Mt Newswire · May 8, 2026Earnings Flash (UI) Ubiquiti Inc. Posts Q3 Adjusted EPS $3.88 per Share, vs. FactSet Est of $4.29
Mt Newswire · May 8, 2026Earnings Flash (UI) Ubiquiti Inc. Reports Q3 Revenue $788.2M, vs. FactSet Est of $814.3M

Peers

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