Zacks Research Has Bullish Outlook for Ubiquiti Q4 Earnings

Key Points

• Zacks Research has raised its Q4 2026 EPS estimate for Ubiquiti to $3.65 per share, slightly up from a previous estimate of $3.64.
• Ubiquiti's recent earnings report showed a significant EPS of $3.54, exceeding expectations by $1.31 with a revenue of $759.15 million against a consensus estimate of $618.80 million.
• The company announced an increase in its quarterly dividend from $0.60 to $0.80 per share, reflecting a positive change for investors.

Ubiquiti Inc. (NYSE:UI - Free Report) - Equities researchers at Zacks Research boosted their Q4 2026 EPS estimates for shares of Ubiquiti in a research report issued to clients and investors on Wednesday, October 15th. Zacks Research analyst Team now anticipates that the company will earn $3.65 per share for the quarter, up from their prior estimate of $3.64. The consensus estimate for Ubiquiti's current full-year earnings is $7.21 per share.

Ubiquiti (NYSE:UI - Get Free Report) last posted its earnings results on Friday, August 22nd. The company reported $3.54 earnings per share for the quarter, beating the consensus estimate of $2.23 by $1.31. Ubiquiti had a net margin of 27.66% and a return on equity of 166.22%. The firm had revenue of $759.15 million during the quarter, compared to the consensus estimate of $618.80 million. During the same period last year, the firm posted $1.74 EPS.

UI has been the topic of several other research reports. Barclays boosted their price objective on Ubiquiti from $247.00 to $299.00 and gave the stock an "underweight" rating in a report on Friday, August 22nd. BWS Financial upped their target price on Ubiquiti from $600.00 to $720.00 and gave the company a "buy" rating in a research note on Monday. UBS Group set a $600.00 target price on Ubiquiti in a report on Monday, August 25th. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Ubiquiti in a report on Wednesday, October 8th. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ubiquiti currently has a consensus rating of "Hold" and a consensus price target of $539.67.

Ubiquiti Price Performance

Ubiquiti stock opened at $751.40 on Thursday. The company has a market cap of $45.45 billion, a PE ratio of 63.84 and a beta of 1.44. The company has a fifty day moving average price of $577.31 and a two-hundred day moving average price of $448.46. Ubiquiti has a 12 month low of $243.53 and a 12 month high of $773.95.

Ubiquiti Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Investors of record on Tuesday, September 2nd were paid a dividend of $0.80 per share. This is a positive change from Ubiquiti's previous quarterly dividend of $0.60. This represents a $3.20 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Tuesday, September 2nd. Ubiquiti's dividend payout ratio is 27.19%.

Institutional Investors Weigh In On Ubiquiti

Hedge funds and other institutional investors have recently modified their holdings of the stock. Exchange Traded Concepts LLC boosted its position in shares of Ubiquiti by 31.0% in the 3rd quarter. Exchange Traded Concepts LLC now owns 76 shares of the company's stock worth $50,000 after purchasing an additional 18 shares in the last quarter. Public Employees Retirement System of Ohio lifted its holdings in shares of Ubiquiti by 2.0% in the 2nd quarter. Public Employees Retirement System of Ohio now owns 1,307 shares of the company's stock valued at $538,000 after acquiring an additional 25 shares during the last quarter. Valeo Financial Advisors LLC lifted its stake in Ubiquiti by 2.5% in the second quarter. Valeo Financial Advisors LLC now owns 1,025 shares of the company's stock worth $422,000 after purchasing an additional 25 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Ubiquiti by 20.5% during the second quarter. GAMMA Investing LLC now owns 159 shares of the company's stock worth $65,000 after acquiring an additional 27 shares during the period. Finally, M&T Bank Corp grew its holdings in Ubiquiti by 2.6% in the second quarter. M&T Bank Corp now owns 1,204 shares of the company's stock worth $495,000 after purchasing an additional 30 shares during the last quarter. Institutional investors own 4.00% of the company's stock.

About Ubiquiti

Ubiquiti Inc develops networking technology for service providers, enterprises, and consumers. The company develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing and related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products.

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