Ubiquiti (NYSE:UI) Posts Earnings Results, Beats Expectations By $0.80 EPS

Ubiquiti (NYSE:UI) posted its quarterly earnings data on Friday. The company reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.08 by $0.80, FiscalAI reports. Ubiquiti had a return on equity of 132.71% and a net margin of 28.72%.The business had revenue of $814.87 million during the quarter, compared to analysts’ expectations of $716.95 million. During the same period in the previous year, the business earned $2.28 earnings per share. The business’s revenue was up 35.8% compared to the same quarter last year.

Ubiquiti Stock Up 7.8%

Shares of NYSE:UI opened at $620.89 on Friday. Ubiquiti has a 52-week low of $255.00 and a 52-week high of $803.59. The stock has a market cap of $37.56 billion, a P/E ratio of 47.47 and a beta of 1.40. The business has a fifty day moving average of $563.82 and a two-hundred day moving average of $579.10.

Ubiquiti Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 23rd. Shareholders of record on Tuesday, February 17th will be paid a dividend of $0.80 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.20 dividend on an annualized basis and a yield of 0.5%. Ubiquiti’s payout ratio is 24.46%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on UI. BWS Financial restated a “buy” rating and set a $720.00 price objective on shares of Ubiquiti in a research report on Thursday, January 15th. Wall Street Zen raised shares of Ubiquiti from a “hold” rating to a “buy” rating in a research note on Saturday. Zacks Research raised shares of Ubiquiti from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 3rd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Ubiquiti in a research note on Monday, December 29th. Finally, Barclays set a $527.00 target price on Ubiquiti and gave the company an “underweight” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Ubiquiti presently has a consensus rating of “Moderate Buy” and an average target price of $615.67.

Insider Activity at Ubiquiti

In related news, CAO Kevin Radigan sold 350 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $576.58, for a total value of $201,803.00. Following the completion of the sale, the chief accounting officer owned 2,768 shares of the company’s stock, valued at approximately $1,595,973.44. This represents a 11.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 93.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Ubiquiti

A number of institutional investors have recently made changes to their positions in the stock. Arrowstreet Capital Limited Partnership boosted its position in shares of Ubiquiti by 47.4% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 163,960 shares of the company’s stock worth $108,309,000 after purchasing an additional 52,744 shares during the period. Qube Research & Technologies Ltd lifted its stake in Ubiquiti by 380.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 53,158 shares of the company’s stock worth $21,882,000 after acquiring an additional 42,092 shares in the last quarter. Squarepoint Ops LLC boosted its holdings in Ubiquiti by 41.9% during the 2nd quarter. Squarepoint Ops LLC now owns 39,919 shares of the company’s stock valued at $16,433,000 after acquiring an additional 11,787 shares during the period. Goldman Sachs Group Inc. grew its position in Ubiquiti by 33.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 33,836 shares of the company’s stock valued at $10,494,000 after acquiring an additional 8,551 shares in the last quarter. Finally, First Trust Advisors LP lifted its position in shares of Ubiquiti by 9.4% during the third quarter. First Trust Advisors LP now owns 33,729 shares of the company’s stock worth $22,281,000 after purchasing an additional 2,893 shares in the last quarter. 4.00% of the stock is currently owned by institutional investors and hedge funds.

Key Ubiquiti News

Here are the key news stories impacting Ubiquiti this week:

• Positive Sentiment: Quarterly results materially beat expectations: GAAP diluted EPS ~$3.86–3.88 vs. consensus ~ $3.08 (Zacks/consensus) and revenue of ~$814.9M vs. estimates of ~$717M; revenue grew ~35.8% YoY and margins/ROE remain strong — the core driver of investor optimism. BusinessWire: Q2 results Investing.com: market reaction
• Positive Sentiment: Board declared a $0.80 quarterly cash dividend payable Feb 23 (record Feb 17), signaling shareholder returns alongside strong cash flow; modest yield (~0.5%) but supportive to sentiment. BusinessWire: dividend details
• Positive Sentiment: Analyst upgrade: Wall Street Zen raised its rating to Buy, which can attract fresh flows and bolster momentum following the earnings beat. AmericanBankingNews: upgrade
• Neutral Sentiment: Consensus and outlook: sell-side models are moving (average FY EPS estimates cited around ~7.21), and the stock carries a relatively rich valuation (PE in the high 40s); these set higher expectations that investors will watch for sustainability.
• Negative Sentiment: Regulatory/sanctions uncertainty — commentary flagged “sanctions questions” ahead of the print, which remains a risk to watch if trade or export restrictions re-emerge; this is a potential headwind despite the beat. Investing.com: sanctions article

Ubiquiti Company Profile

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.