Ubiquiti Inc. (UI) Stock

Ubiquiti Inc. (UI) is a Technology stock trading at $543.91 (as of 2026-07-09), with a market capitalization of $32.92B and a trailing P/E of 38.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Insufficient information: I only have a secondary context description and no SEC 10-K (Item 1, Business) text to use as the primary source. Please provide Ubiquiti Inc.’s SEC 10-K “Business” section (Item 1) so I can write a 1–2 sentence, ~45-word description based only on those facts.

Understand Ubiquiti Inc.: how it makes money

Ubiquiti Inc. develops networking technology platforms and sells networking products for service providers and enterprises, including wireless broadband infrastructure and enterprise wireless LAN, video surveillance, switching, routing, and security solutions.

Profit power is largely driven by Enterprise Technology Revenue, because it is the clear majority of sales versus Service Provider Technology Revenue.

Revenue by segment (latest quarter)
Enterprise$0.7B
Service Prov$0.1B

Business quality (Exceptional): Clear product-line split is provided (Enterprise vs Service Provider) and enough operating context exists (gross and operating margins plus segment revenue) to explain the core profit driver, but no deeper KPIs like unit volumes, customer metrics, or backlog are included in the provided facts.

Valuation: At 37× earnings, UI trades 27% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Enterprise is the dominant revenue stream: Enterprise Technology Revenue is 0.72B out of total revenue of about 0.8B, meaning business execution in enterprise products is the main contributor to results.
  • Strong profitability in the latest quarter: The company reported 47.0% gross margin and 36.9% operating margin for the period ended 2026-03-31.

Bear case

  • Revenue concentration risk: With most revenue tied to Enterprise Technology Revenue (0.72B), adverse conditions affecting enterprise customers could have an outsized impact.
  • Limited diversification across service provider revenue: Service Provider Technology Revenue is 0.07B, so service provider growth or weakness is less likely to offset changes in the enterprise segment.
Valuation — source: SEC EDGAR (first-party)
Price$543.91
Market Cap$32.92B
P/E Ratio38.5
EV / EBITDA29.1
Price / Book27.38
Price / Sales10.97
FCF Yield5.4%
DCF Value (model)$297.70
DCF Upside vs Price-45.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.57B
Net Margin27.7%
Revenue Growth (YoY)18.7%
EPS Growth (YoY)29.9%
FCF Growth (YoY)22.6%
Financial Health — source: SEC EDGAR
Altman Z-Score29.37 (safe)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E38.5
Sector P/E (Technology)33.6
Industry P/E (Electronic Equipment)44.3
vs Sector14.4%
vs Industry-13.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($232.78M)
Institutional Holders Tracked10
Congressional Trades (recent)5
Company
SectorTechnology
IndustryElectronic Equipment
CEORobert J. Pera
Employees1,515
CountryUS
IPO Date2011-10-14

Related Companies (Business model: Industrials / Capital Goods (Heavy Machinery + Diversified Industrials); 8 closest by market cap; US-domiciled)

  • Motorola Solutions, Inc. (MSI)
  • Ciena Corporation (CIEN)
  • Otis Worldwide Corporation (OTIS)
  • Fabrinet (FN)
  • Planet Labs PBC (PL)
  • Ondas Holdings Inc. (ONDS)
  • Vistance Networks, Inc. (VISN)
  • Unusual Machines, Inc. (UMAC)
UI earnings history · UI institutional & insider holders · UI KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-09.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.