UBIQUITI INC.
In the published model solve dated 2026-Q2, anchored at $560.67, UBIQUITI INC. (UI) is priced for +35.4% 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: 2026-08-21 (items 2.02, 8.01, 9.01); 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).
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
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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.