Ubiquiti (UI)

• Market cap: $23.1B
• 1 day: -3.78%
• 5 days: -6.77%
• 1 month: -16.20%
• 3 months: 25.95%
• 6 months: 10.96%
• Year to date: 13.54%
• 1 year: 161.91%
• 5 years: 126.96%
• 10 years: 1,073.57%
• Sector: Technology
• Industry: Communication Equipment

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: 1,515

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

69% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 39

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

11% more capital invested

Capital invested by funds: $809M [Q4 2024] → $895M (+$86.6M) [Q1 2025]

9% more funds holding

Funds holding: 257 [Q4 2024] → 279 (+22) [Q1 2025]

0.75% more ownership

Funds ownership: 4.03% [Q4 2024] → 4.78% (+0.75%) [Q1 2025]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

Research analyst outlook

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

• Low target: $247 35% downside
• Avg. target: $344 10% downside
• High target: $440 15% upside

2 analyst ratings

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

Barclays Tim Long	35% downside $247	Underweight Maintained	12 May 2025
BWS Financial Hamed Khorsand	15% upside $440	Buy Maintained	12 May 2025