UbiquitiUI
Market Cap: 10.7B
About: Ubiquiti Inc is a wireless and wireline network equipment provider for small Internet service providers and small- and midsize-business integrators. Its product is based on two primary categories namely Service Provider Technology and Enterprise Technology. The company generates maximum revenue from Enterprise Technology. Geographically, it derives a majority of revenue from North America and also has a presence in Europe, the Middle East and Africa; Asia Pacific and South America.
Employees: 1,535
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
8% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 49
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]
0.06% less ownership
Funds ownership: 4.0% [Q4 2023] → 3.94% (-0.06%) [Q1 2024]
6% less funds holding
Funds holding: 154 [Q4 2023] → 145 (-9) [Q1 2024]
18% less capital invested
Capital invested by funds: $337M [Q4 2023] → $277M (-$60.2M) [Q1 2024]
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
Research analyst outlook
5 Wall Street Analysts provided 1 year price forecasts over the past 6 months
5 analyst ratings
BWS Financial Hamed Khorsand | 9%downside $160 | Buy Maintained | 8 Jul 2024 |
BWS Financial Hamed Khorsand | 9%downside $160 | Buy Maintained | 13 May 2024 |
Barclays Tim Long | 39%downside $108 | Underweight Maintained | 13 May 2024 |
BWS Financial Hamed Khorsand | 9%downside $160 | Buy Maintained | 8 Apr 2024 |
Barclays Tim Long | 47%downside $93 | Underweight Maintained | 12 Feb 2024 |