UBIQUITI INC.
In the published model solve dated 2026-Q2, anchored at $567.81, UBIQUITI INC. (UI) is priced for +38.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Ubiquiti reaches its customers ⟦"through a network of over 100 distributors, on-line retailers and direct to customers through our webstores"⟧ rather than through a field sales organization, and the saving shows up as a trailing operating margin near 35.7% in a listed networking-hardware cohort where CIEN runs 9.2% and FN runs 9.9%. • Today's price embeds operating profit compounding about 36.7% a year for five straight years, a pace roughly 27% of comparable fast growers have managed to hold
Is UI overvalued? See what's priced in →
372 institutional managers reported holding UI in 13F filings for the quarter ended 2026-03-31. Together they hold about 4% of the company; the top 10 hold 2%. 76 opened new positions that quarter. Held by BlackRock, Renaissance Technologies, Arrowstreet Capital, among others. On the short side, 475k shares were sold short as of the 2026-06-15 count, about 0.8% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UI has cut its share count 3.2% over the past five years, spending $618.13M on repurchases. It pays a dividend, and has for 8 years running; the current rate is $2.40 a share annually. Cash returned over the past three years: $435.46M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at UI over the trailing three years. Absence is a fact about the company, not a signal. 1 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-26 | +15.3% | -34.3% |
| 2023-11-04 | -14.7% | +21.1% |
| 2024-02-10 | -7.7% | -7.7% |
| 2024-05-11 | +9.0% | +29.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UI's latest 8-K filings: 2026-05-08 (items 2.02, 9.01); 2026-02-06 (items 2.02, 9.01); 2025-12-05 (items 3.01, 5.07); 2025-11-07 (items 2.02, 9.01); 2025-08-22 (items 2.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.