Brokers Issue Forecasts for Ubiquiti’s Q4 Earnings (NYSE:UI)

Ubiquiti Inc. (NYSE:UI) – Equities research analysts at Zacks Research upped their Q4 2026 earnings per share (EPS) estimates for shares of Ubiquiti in a report issued on Friday, May 22nd. Zacks Research analyst Team now forecasts that the company will earn $3.67 per share for the quarter, up from their prior forecast of $3.60. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Ubiquiti’s current full-year earnings is $14.04 per share. Zacks Research also issued estimates for Ubiquiti’s Q1 2027 earnings at $3.71 EPS, Q2 2027 earnings at $3.89 EPS, Q4 2027 earnings at $4.03 EPS, FY2027 earnings at $15.53 EPS, Q1 2028 earnings at $4.41 EPS and Q3 2028 earnings at $4.62 EPS.

Ubiquiti (NYSE:UI) last released its quarterly earnings results on Friday, May 8th. The company reported $3.88 earnings per share for the quarter, missing analysts’ consensus estimates of $4.29 by ($0.41). The company had revenue of $788.20 million during the quarter, compared to analysts’ expectations of $814.30 million. Ubiquiti had a return on equity of 95.62% and a net margin of 30.43%.The business’s revenue was up 18.7% on a year-over-year basis.

UI has been the subject of a number of other research reports. Barclays upped their price target on Ubiquiti from $527.00 to $672.00 and gave the stock an “underweight” rating in a report on Monday, May 11th. Weiss Ratings cut Ubiquiti from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday. BWS Financial reiterated a “buy” rating and set a $980.00 target price on shares of Ubiquiti in a research note on Monday, May 11th. Finally, Wall Street Zen cut Ubiquiti from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $750.67.

Ubiquiti Stock Down 0.3%

NYSE UI opened at $582.22 on Monday. The stock has a market cap of $35.24 billion, a PE ratio of 37.42 and a beta of 1.30. Ubiquiti has a fifty-two week low of $368.42 and a fifty-two week high of $1,099.99. The business has a 50 day moving average price of $829.09 and a two-hundred day moving average price of $692.94.

Hedge Funds Weigh In On Ubiquiti

Several institutional investors and hedge funds have recently made changes to their positions in UI. Corient Private Wealth LLC boosted its stake in shares of Ubiquiti by 73,940.4% during the 4th quarter. Corient Private Wealth LLC now owns 1,113,568 shares of the company’s stock valued at $616,193,000 after buying an additional 1,112,064 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Ubiquiti by 244.3% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 155,916 shares of the company’s stock valued at $88,815,000 after buying an additional 110,632 shares during the last quarter. M&T Bank Corp lifted its stake in Ubiquiti by 7,845.7% during the fourth quarter. M&T Bank Corp now owns 98,527 shares of the company’s stock worth $54,520,000 after purchasing an additional 97,287 shares during the last quarter. Capital World Investors lifted its stake in Ubiquiti by 315.9% during the third quarter. Capital World Investors now owns 86,086 shares of the company’s stock worth $56,867,000 after purchasing an additional 65,386 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Ubiquiti by 47.4% during the third quarter. Arrowstreet Capital Limited Partnership now owns 163,960 shares of the company’s stock worth $108,309,000 after purchasing an additional 52,744 shares during the last quarter. 4.00% of the stock is currently owned by hedge funds and other institutional investors.

Ubiquiti Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Stockholders of record on Monday, May 18th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, May 18th. Ubiquiti’s dividend payout ratio is 20.57%.

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.