Ubiquiti (UI)

• Market cap: $36.8B
• 1 day: 1.61%
• 5 days: 0.34%
• 1 month: 49.88%
• 3 months: 60.22%
• 6 months: 90.27%
• Year to date: 80.24%
• 1 year: 193.27%
• 5 years: 294.84%
• 10 years: 1,636.32%
• Sector: Technology
• Industry: Communication Equipment

About: Ubiquiti Inc is a seller of equipment and provides the related software platforms through web stores. The group develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use. Its solutions are: high-performance networking technology for enterprises, service providers, and consumers. target the enterprise and service provider markets through a community of service providers, distributors, value-added resellers, webstores, systems integrators, and corporate IT professionals, which it refers to as the Ubiquiti Community. It targets consumers through digital marketing, including through webstores, retail chains, and, to a lesser extent, the Ubiquiti Community.

Employees: 1,187

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

45% more capital invested

Capital invested by funds: $895M [Q1] → $1.3B (+$403M) [Q2]

22% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 91

13% more funds holding

Funds holding: 280 [Q1] → 315 (+35) [Q2]

0.44% more ownership

Funds ownership: 4.78% [Q1] → 5.22% (+0.44%) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $299
• Avg. target: $450
• High target: $600

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

BWS Financial Hamed Khorsand	$600	Buy Maintained	25 Aug 2025
Barclays Tim Long	$299	Underweight Maintained	22 Aug 2025