Ubiquiti
Builds UniFi networking ecosystems and wireless infrastructure for enterprises, service providers, and consumers.
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Profile
Sells UniFi enterprise networking and smart-building equipment alongside wireless broadband infrastructure for service providers, pairing hardware with related software platforms. Equipment reaches customers worldwide through distributors, online retailers, and webstores rather than a traditional direct sales force, under a founder-led operating model.
Builds Enterprise Technology around the UniFi ecosystem, spanning cloud gateways, WiFi, switching, video surveillance, access control, telephony, and displays. Service Provider Technology covers wireless broadband, backhaul, fiber, and customer-premises equipment. Revenue comes primarily from equipment paired with related software platforms.
Sells worldwide through distributors, online retailers, and direct webstores, with North America contributing roughly half and Europe, the Middle East, and Africa forming the next-largest region. A community-led product and support model substitutes for a traditional direct sales force, while lean, decentralized research teams drive product development.
Operates as one reportable segment under founder, chairman, and CEO Robert Pera. Execution depends on founder continuity, third-party manufacturing and components, inventory planning, distribution channels, product security, and competition from larger networking vendors.
Company facts
Categories
Key statistics
Year to date +5.9% · Average volume (30d) 130.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | Barclays | Reiterate | Underweight | $672 | $489 |
| May 11, 2026 | Barclays | Reiterate | Underweight | $527 | $672 |
| Feb 6, 2026 | Barclays | Target | $299 | $527 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 21, 2026Q4 FY26 | $4.03 | $4.73 | +17.4% | $850.5M | $937.3M | +10.2% | −2.59% |
| May 8, 2026Q3 FY26 | $4.29 | $3.88 | −9.6% | $814.3M | $788.2M | −3.2% | −12.29% |
| Feb 6, 2026Q2 FY26 | $3.08 | $3.88 | +26.0% | $726.8M | $814.9M | +12.1% | +14.47% |
| Nov 7, 2025Q1 FY26 | $2.93 | $3.46 | +18.1% | $702.4M | $733.8M | +4.5% | −3.72% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $664.2M | $759.2M | $733.8M | $814.9M | $788.2M | $937.3M | |
| Gross profit | $295.9M | $342.7M | $337.4M | $374.0M | $370.7M | $429.3M | |
| Operating income | $226.9M | $261.4M | $261.7M | $292.9M | $290.8M | $340.0M | |
| Net income | $180.4M | $266.7M | $207.9M | $233.6M | $233.9M | $284.9M | |
| Diluted EPS | $2.98 | $4.41 | $3.43 | $3.86 | $3.86 | $4.70 | |
| Gross margin | 44.5% | 45.1% | 46.0% | 45.9% | 47.0% | 45.8% | |
| Operating margin | 34.2% | 34.4% | 35.7% | 35.9% | 36.9% | 36.3% |
Fiscal years (4-quarter sums)FY22 $1.69B · FY23 $1.94B · FY24 $1.93B · FY25 $2.57B · FY26 $3.27B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $611.2M · Total debt $80.0M · Total assets $2.20B · Shareholders' equity $1.44B
Dividends
Raised for 7 straight years — most recently to $0.80 from $0.60 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 18, 2026 | May 18 | May 26 | $0.80 | |
| Feb 17, 2026 | Feb 17 | Feb 23 | $0.80 | |
| Nov 17, 2025 | Nov 17 | Nov 24 | $0.80 | |
| Sep 2, 2025 | Sep 2 | Sep 8 | $0.80 | raised from $0.60 |
| May 19, 2025 | May 19 | May 27 | $0.60 | |
| Feb 18, 2025 | Feb 18 | Feb 24 | $0.60 | |
| Nov 18, 2024 | Nov 18 | Nov 25 | $0.60 | |
| Sep 3, 2024 | Sep 3 | Sep 9 | $0.60 |
Ownership
Shares outstanding 60.52M · Float 4.21M · 7.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 305.2K | 0.50% | 13F | Aug 7, 2026 |
| Renaissance Technologies LLC | 198.3K | 0.33% | 13F | Aug 13, 2026 |
| SW Investment Management LLC | 140.0K | 0.23% | 13F | Aug 14, 2026 |
| Capital World Investors | 113.8K | 0.19% | 13F | Aug 12, 2026 |
| State Street Corp | 101.7K | 0.17% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 13, 2026 | Kevin Radigan | officer: CHIEF ACCOUNTING OFFICER | −500 | $680.53 |
| Nov 12, 2025 | Kevin Radigan | officer: CHIEF ACCOUNTING OFFICER | −350 | $576.58 |
Peers
- Cisco Systems
Enterprise networking rival across wireless, switching, and cloud management
- Hewlett Packard Enterprise
Enterprise WLAN and switching rival spanning Aruba and Juniper
- Fortinet
Enterprise wired and wireless networking with integrated security
- Ceragon Networks
Microwave and millimeter-wave backhaul rival for service providers
- Belden
Enterprise WiFi and switching rival through the acquired RUCKUS portfolio
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ubiquiti | $599.00 | −0.13% | $36.27B | 37.8 | 33.9 | 11.1 | +23.5% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Hewlett Packard Enterprise | $52.56 | +0.50% | $69.26B | 49.8 | 13.4 | 1.8 | +40.0% |
| Fortinet | $165.78 | −0.16% | $121.80B | 58.5 | 47.4 | 16.2 | +25.6% |
| Ceragon Networks | $2.12 | +1.44% | $190.0M | — | 13.3 | 0.5 | +14.2% |
| Belden | $115.00 | −0.15% | $4.50B | 18.7 | 12.4 | 1.6 | +11.6% |
| Median | 41.4 | 13.4 | 1.8 | +17.6% |