Ubiquiti (UI)
Builds UniFi networking ecosystems and wireless infrastructure for enterprises, service providers, and consumers.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Barclays | Reiterate | Rating: —Target: $672 | Target: $489 |
| May 11, 2026 | Barclays | Reiterate | Rating: —Target: $527 | Target: $672 |
| Feb 6, 2026 | Barclays | Target | Target: $299 | Target: $527 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $611.2M · Total debt $80.0M · Total assets $2.20B · Shareholders' equity $1.44B
- Revenue
- $937.3M
- Operating income
- $340.0M
- Net income
- $284.9M
HistoryDividendAnnual yield
| Institutions | 4.92% | 2.98M shares | |
|---|---|---|---|
| 360 holders · as of Jun 30, 2026 | |||
| Insiders | 0.00% | 2.9K shares | |
| 1 holder · as of Aug 20, 2026 | |||
| Other | 95.08% | 57.55M shares | |
| remainder | |||
60.53M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 0.50% | 305,245 | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 0.33% | 198,344 | as of Jun 30, 2026 |
SW Investment Management LLCInstitution | 0.23% | 140,000 | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 0.19% | 113,839 | as of Jun 30, 2026 |
State Street CorpInstitution | 0.17% | 101,663 | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ubiquiti | $573.51 | −2.16% | $35.48B | 37.0 | 32.4 | 10.8 | +23.5% |
| Cisco Systems | $106.77 | −4.21% | $439.31B | 33.5 | 20.9 | 6.9 | +17.6% |
| Hewlett Packard Enterprise | $61.08 | −1.09% | $81.78B | 32.2 | 13.4 | 2.0 | +33.5% |
| Fortinet | $172.39 | −1.62% | $128.57B | 61.7 | 48.9 | 17.1 | +25.6% |
| Ceragon Networks | $2.11 | −0.10% | $191.8M | — | 13.4 | 0.6 | +14.2% |
| Belden | $112.24 | +1.53% | $4.32B | 18.0 | 12.1 | 1.5 | +11.6% |
| Median | 32.8 | 13.4 | 2.0 | +17.6% |