Ubiquiti (NYSE:UI) Releases Quarterly Earnings Results, Beats Estimates By $0.80 EPS

Ubiquiti (NYSE:UI) released its quarterly earnings results on Friday. The company reported $3.88 earnings per share for the quarter, beating analysts’ consensus estimates of $3.08 by $0.80, FiscalAI reports. Ubiquiti had a net margin of 28.72% and a return on equity of 132.71%. The business had revenue of $814.87 million for the quarter, compared to the consensus estimate of $716.95 million. During the same quarter last year, the firm earned $2.28 EPS. Ubiquiti’s revenue for the quarter was up 35.8% on a year-over-year basis.

Ubiquiti Trading Up 7.8%

Shares of Ubiquiti stock opened at $620.89 on Friday. Ubiquiti has a 1 year low of $255.00 and a 1 year high of $803.59. The company’s fifty day simple moving average is $563.82 and its 200-day simple moving average is $580.08. The company has a market cap of $37.56 billion, a price-to-earnings ratio of 42.29 and a beta of 1.40.

Ubiquiti Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 23rd. Stockholders of record on Tuesday, February 17th will be paid a $0.80 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $3.20 annualized dividend and a dividend yield of 0.5%. Ubiquiti’s dividend payout ratio (DPR) is presently 24.46%.

Wall Street Analyst Weigh In

Several research firms have commented on UI. Weiss Ratings reissued a “hold (c+)” rating on shares of Ubiquiti in a research report on Monday, December 29th. Barclays set a $527.00 price target on Ubiquiti and gave the stock an “underweight” rating in a research note on Friday. BWS Financial reissued a “buy” rating and issued a $720.00 price objective on shares of Ubiquiti in a research note on Thursday, January 15th. Zacks Research raised Ubiquiti from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 3rd. Finally, Wall Street Zen upgraded Ubiquiti from a “hold” rating to a “buy” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Ubiquiti currently has an average rating of “Moderate Buy” and a consensus price target of $615.67.

Ubiquiti News Summary

Here are the key news stories impacting Ubiquiti this week:

• Positive Sentiment: Ubiquiti reported robust Q2 fiscal 2026 results — GAAP EPS ~$3.86–3.88 and revenue $814.9M, well above consensus; revenue rose ~36% YoY and margins/ROE remain strong. This beat drove initial buying interest. BusinessWire: Ubiquiti Inc. Reports Second Quarter Fiscal 2026 Financial Results
• Positive Sentiment: The board declared a $0.80 per‑share cash dividend (record Feb 17, pay Feb 23), signaling capital return and supporting investor sentiment despite a modest yield. Press Release: Q2 Results and Dividend
• Positive Sentiment: An independent outlet (Wall Street Zen) upgraded Ubiquiti to a Buy, which can reinforce momentum from the earnings beat. American Banking News: Rating Increased to Buy at Wall Street Zen
• Neutral Sentiment: Market coverage noted a ~5% intraday jump after the results — reflects rapid repricing on the earnings surprise rather than new fundamental information. Investing.com: Ubiquiti shares rise 5% as earnings soar past estimates
• Negative Sentiment: Ax Wireless filed a complaint with the U.S. International Trade Commission against Ubiquiti, introducing potential litigation risk that could lead to import bans or royalties depending on outcome — a clear catalyst for downside volatility. Yahoo Finance: Ubiquiti discloses complaint with ITC filed by Ax Wireless
• Negative Sentiment: Several “bear case” commentary pieces have surfaced raising concerns about valuation, concentration and legal/regulatory risks — these narratives can pressure the stock if they gain traction with investors. Yahoo Finance: Ubiquiti Inc. (UI): A Bear Case Theory

Insider Buying and Selling

In other Ubiquiti news, CAO Kevin Radigan sold 350 shares of the stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $576.58, for a total value of $201,803.00. Following the completion of the sale, the chief accounting officer directly owned 2,768 shares of the company’s stock, valued at $1,595,973.44. This represents a 11.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 93.10% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Ubiquiti

A number of institutional investors have recently bought and sold shares of UI. Quarry LP acquired a new position in shares of Ubiquiti in the 3rd quarter valued at $34,000. Wilmington Savings Fund Society FSB bought a new stake in Ubiquiti in the third quarter valued at about $162,000. Newbridge Financial Services Group Inc. bought a new stake in Ubiquiti in the third quarter valued at about $227,000. Orion Porfolio Solutions LLC acquired a new position in Ubiquiti in the third quarter worth about $253,000. Finally, Scotia Capital Inc. bought a new position in Ubiquiti during the third quarter worth about $273,000. Institutional investors and hedge funds own 4.00% of the company’s stock.

Ubiquiti Company Profile

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.