Uniti Group

UNIT

Market cap $2.78B

Private equity is circling REITs as discounts to asset value remain unusually wide. Some beaten-down infrastructure names may still have meaningful upside despite recent rebounds. We think two REIT targets stand out as especially likely takeover candidates.

Kinetic delivered multi-gig fiber internet to more than 23,000 additional homes across more than 130 communities in Georgia in the fourth quarter of 2025.

Kinetic delivered multi-gig fiber internet to more than 7,000 additional homes across more than 20 communities in Florida in the fourth quarter of 2025.

Rapid Q4 2025 expansion benefits communities, customers by enabling remote work, gaming, streaming, agriculture and telehealth CONCORD, N.C., April 13, 2026 (GLOBE NEWSWIRE) -- Kinetic today announced a major broadband expansion in North Carolina, delivering multi-gig fiber internet to an additional 7,600 homes across 40 communities in the fourth quarter of 2025.

Rapid Q4 2025 expansion benefits communities, customers by enabling remote work, gaming, streaming, agriculture and telehealth BROKEN ARROW, Okla., April 13, 2026 (GLOBE NEWSWIRE) -- Kinetic today announced a major broadband expansion in Oklahoma, delivering multi-gig fiber internet to 6,400 additional homes across 20 plus communities in the fourth quarter of 2025.

SUGAR LAND, Texas, April 13, 2026 (GLOBE NEWSWIRE) -- Kinetic today announced a major broadband expansion in Texas, delivering multi-gig fiber internet to an additional 7,900 homes across 100 communities in the fourth quarter of 2025. The expansion highlights Kinetic's commitment to delivering better technology, at a better value for customers.

REIT headwinds are finally fading after years of pressure. Valuations remain deeply discounted despite improving fundamentals. Three powerful catalysts could now drive a REIT recovery.

LITTLE ROCK, Ark., April 07, 2026 (GLOBE NEWSWIRE) -- Uniti Solutions, a premier provider of telecom infrastructure solutions, today announced it was recognized as the Americas Service Provider of the Year for the 2026 Cato Networks Americas Partner Awards.

LITTLE ROCK, Ark., April 06, 2026 (GLOBE NEWSWIRE) -- Uniti Group Inc. (“Uniti”) (Nasdaq: UNIT) announced today that it will report its first quarter 2026 financial results prior to the opening of trading on the Nasdaq Stock Exchange on May 11, 2026.

Uniti (UNIT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.