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1. Company Snapshot

1.a. Company Description

Ubiquiti Inc.develops networking technology for service providers, enterprises, and consumers.It develops technology platforms for high-capacity distributed Internet access, unified information technology, and consumer electronics for professional, home, and personal use.


Its service provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, and other WLAN products, as well as consumer products under the Ubiquiti Labs brand name.The company also provides technology platforms, such as airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; EdgeMAX, a software and system routing platform; airFiber, a point-to-point radio system; and UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks.In addition, it offers UniFi -Enterprise WLAN, an enterprise Wi-Fi system that allows for on-site and remote management through the cloud; UniFi Protect, a video surveillance system, which provides statistical reporting and advanced analytics; UniFi Switch that deliver performance, switching, and power of Ethernet support for enterprise networks; UniFi Console, an enterprise class router and security gateway device; and UniFi Access, a door access system.


Further, offers base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; antennas; and mounting brackets, cables, and power over Ethernet adapters.It serves customers through a network of approximately 100 distributors, online retailers, and direct to customers worldwide.The company was formerly known as Ubiquiti Networks, Inc.


and changed its name to Ubiquiti Inc.in August 2019.Ubiquiti Inc.


was incorporated in 2003 and is headquartered in New York, New York.

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1.b. Last Insights on UI

Ubiquiti Inc.'s recent performance was driven by strong product launches, particularly its Unifi platform and AI integration, which differentiate it from competitors. The company's Q1 earnings beat estimates with $3.46 per share, surpassing the Zacks Consensus Estimate of $2.48 per share. Revenue surged due to robust Enterprise Technology demand. A $0.80 per share cash dividend and a significant share repurchase program also supported shareholder value. Vanguard Personalized Indexing Management LLC increased its holdings in Ubiquiti by 72.8% during Q2.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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3 Momentum Anomaly Stocks to Buy as Markets Gear Up for 2025 Swansong

Dec -03

Source: zacks.com

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Ubiquiti Inc. $UI Shares Acquired by CreativeOne Wealth LLC

Nov -30

Source: defenseworld.net

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Creative Planning Cuts Stake in Ubiquiti Inc. $UI

Nov -27

Source: defenseworld.net

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Aviva PLC Has $482,000 Stock Position in Ubiquiti Inc. $UI

Nov -14

Source: defenseworld.net

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Ubiquiti Q1 Earnings Surpass Estimates, Top Line Surges Y/Y

Nov -11

Source:

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Why Ubiquiti Stock Just Crashed

Nov -07

Source: fool.com

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Ubiquiti Inc. (UI) Q1 Earnings and Revenues Beat Estimates

Nov -07

Source: zacks.com

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Ubiquiti Inc. Reports First Quarter Fiscal 2026 Financial Results

Nov -07

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.38%)

6. Segments

Enterprise Technology

Expected Growth: 10.47%

Ubiquiti Inc.'s Enterprise Technology segment growth of 10.47% is driven by increasing demand for high-performance networking solutions, expansion into new markets, and growing adoption of cloud-based services. Additionally, the company's focus on innovation, product differentiation, and strategic partnerships contribute to its growth momentum.

Service Provider Technology

Expected Growth: 9.9%

Ubiquiti's Service Provider Technology segment growth is driven by increasing demand for high-speed internet and wireless connectivity, particularly in underserved communities. The company's innovative and cost-effective solutions, such as its airMAX and EdgeMAX platforms, are gaining traction among service providers, contributing to the 9.9% growth rate.

7. Detailed Products

UniFi Access Points

Wireless access points designed for high-performance wireless networking

UniFi Switches

Managed switches for network infrastructure, offering advanced features and scalability

UniFi Security Gateways

Routers and security gateways for network protection and management

airMAX

Wireless broadband solutions for point-to-point and point-to-multipoint connectivity

EdgeMAX

Routers and routing platforms for service providers and enterprises

UFiber

Fiber optic solutions for high-speed networking and connectivity

mFi

IoT and industrial automation solutions for smart cities and industries

8. Ubiquiti Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Ubiquiti Inc. has a low threat of substitutes due to its unique product offerings and strong brand recognition in the wireless networking industry.

Bargaining Power Of Customers

Ubiquiti Inc. has a medium bargaining power of customers due to the presence of a large customer base, but the company's products are often considered niche and specialized, limiting customer bargaining power.

Bargaining Power Of Suppliers

Ubiquiti Inc. has a low bargaining power of suppliers due to its diversified supply chain and lack of dependence on a single supplier.

Threat Of New Entrants

Ubiquiti Inc. has a medium threat of new entrants due to the presence of barriers to entry, such as high research and development costs and regulatory hurdles, but the industry is still attractive to new entrants.

Intensity Of Rivalry

Ubiquiti Inc. operates in a highly competitive industry with several established players, leading to a high intensity of rivalry among competitors.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 111.32%
Debt Cost 6.10%
Equity Weight -11.32%
Equity Cost 10.02%
WACC 5.66%
Leverage -983.53%

11. Quality Control: Ubiquiti Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Ubiquiti

A-Score: 5.0/10

Value: 0.0

Growth: 8.1

Quality: 8.4

Yield: 1.0

Momentum: 10.0

Volatility: 2.7

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Credo Technology Group Holding

A-Score: 4.8/10

Value: 0.0

Growth: 9.4

Quality: 8.1

Yield: 0.0

Momentum: 10.0

Volatility: 1.3

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Belden

A-Score: 4.3/10

Value: 3.6

Growth: 6.0

Quality: 5.3

Yield: 0.0

Momentum: 4.0

Volatility: 6.7

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EchoStar

A-Score: 4.0/10

Value: 7.1

Growth: 4.2

Quality: 1.8

Yield: 0.0

Momentum: 10.0

Volatility: 1.0

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Zebra Technologies

A-Score: 3.8/10

Value: 3.4

Growth: 5.4

Quality: 6.6

Yield: 0.0

Momentum: 2.5

Volatility: 5.0

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Lumentum

A-Score: 3.5/10

Value: 2.2

Growth: 4.0

Quality: 2.3

Yield: 0.0

Momentum: 10.0

Volatility: 2.7

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

577.92$

Current Price

577.92$

Potential

-0.00%

Expected Cash-Flows