UI

Ubiquiti Inc.

NYSE · Radio & Tv Broadcasting & Communications Equipment · Inc. DE · CIK 0001511737
$588.73 +1.20% $35.6B
14 New Institutional Positions9 Institutional Exits
Vol
Market Cap$35.6B
Cap SizeLarge Cap
Analyst ConsensusSell (9%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity14 buys / 9 sells
Insider Activity0B / 1S
Insider Net $-$340.3K
Reddit Sentiment49° Neutral
SEC Reports2
Exchange NYSE·Sector Radio & Tv Broadcasting & Communications Equipment·Inc. DE·CIK 0001511737·Prev Close $581.77

Recent Activity

Jun 11, 2026 SEC
Four institutional sellers (including Balyasny trimming $1.2M and Legal & General near-exiting a $1.4M position) outnumb
INST-CLUSTER — Impact 3/10
May 25, 2026 dark_pool
Dark Pool: UI — 0.1M shares, 13,690 trades
Week starting 2026-05-25. Total ATS volume: 124,598 shares across 13,690 trades.
May 13, 2026 Insider
Radigan Kevin sold 500 shares
CHIEF ACCOUNTING OFFICER @ $680.53 ($340.3K)
May 8, 2026 SEC
Ubiquiti reported FQ3 2026 revenue of $788.2M (+18.7% YoY) and GAAP diluted EPS of $3.86 (+29.5% YoY). Revenue sequentia
8-K — Impact 4/10
Inst.
FIRST TRUST ADVISORS LP — TRIM
25,450 shares ($20.1M)
Inst.
FRANKLIN RESOURCES INC — ADD
22,608 shares ($17.9M)

Price Targets

$826.00 +40.3% upside Strong Buy
Current $588.73 Low $672.00 Median $826.00 High $980.00 2 analysts
$672.00 $980.00

Analyst Ratings

Strong Sell9% buy · 11 analysts
0Strong Buy
1Buy
3Hold
4Sell
3Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 BWS Financial MAINTAIN Buy → Buy
May 11, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 13, 2026 BWS Financial MAINTAIN Buy → Buy
Feb 9, 2026 BWS Financial MAINTAIN Buy → Buy
Feb 9, 2026 Barclays MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.03 ▼ -10.0% $4.03 — $4.03 14% YoY 1
Next Q $3.93 ▼ -9.1% $3.93 — $3.93 14% YoY 1
Current FY $15.25 ▼ -5.3% $15.25 — $15.25 39% YoY 1
Next FY $17.23 ▼ -9.0% $17.23 — $17.23 13% YoY 1

Top Institutional Holders

FundValueMove
BlackRock, Inc.$232.8M
RENAISSANCE TECHNOLOGIES LLC$173.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$145.1MADD
WEALTH ENHANCEMENT ADVISORY SERVICES,$97.7MDOUBLED
Capital World Investors$85.0MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026Radigan KevinSELL$340.3K

Reddit Sentiment

49°
Neutral
Bearish Neutral Bullish
31 mentions 9 bullish 10 bearish
50 institutional holders with $1.3B total value (1,679,831 shares) as of 2026-Q1. Top holders: BlackRock,, RENAISSANCE, ARROWSTREET. Net buying activity: 14 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.294,554$232.8M17.5%
2RENAISSANCE TECHNOLOGIES LLC218,944$173.0M13.0%
3ARROWSTREET CAPITAL, LIMITED PARTNERSHIP183,564$145.1M10.9%ADD +47.4%
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC118,046$97.7M7.3%DOUBLED +244.3%
5Capital World Investors107,615$85.0M6.4%DOUBLED +315.9%
6STATE STREET CORP85,465$67.5M5.1%
7MORGAN STANLEY77,949$61.6M4.6%
8GOLDMAN SACHS GROUP INC76,935$60.8M4.6%
9VANGUARD CAPITAL MANAGEMENT LLC50,405$39.8M3.0%
10Gotham Asset Management, LLC45,639$36.1M2.7%ADD +25.3%
11RHUMBLINE ADVISERS43,124$34.1M2.6%
12CITIGROUP INC26,578$21.0M1.6%
13FIRST TRUST ADVISORS LP25,450$20.1M1.5%TRIM -33.8%
14BARCLAYS PLC24,807$19.6M1.5%
15VANGUARD FIDUCIARY TRUST CO23,576$18.6M1.4%
16FRANKLIN RESOURCES INC22,608$17.9M1.3%ADD +38.2%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC20,041$15.8M1.2%
18Nuveen, LLC19,970$15.8M1.2%
19VANGUARD PORTFOLIO MANAGEMENT LLC16,414$13.0M1.0%
20AMERIPRISE FINANCIAL INC16,441$12.5M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPTRIM38,46625,450-33.8%$20.1M2026-Q1
FRANKLIN RESOURCES INCADD16,35722,608+38.2%$17.9M2026-Q1
Invesco Ltd.TRIM47,54612,644-73.4%$10.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED8012,460+15475.0%$9.8M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED6259,041+1346.6%$7.1M2026-Q1
Pacer Advisors, Inc.ADD6,0017,594+26.5%$6.0M2026-Q1
ExodusPoint Capital Management, LPADD2,8295,551+96.2%$4.4M2026-Q1
HighTower Advisors, LLCADD3,8125,363+40.7%$4.2M2026-Q1
CWM, LLCADD2,9473,764+27.7%$3.0M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED9983,148+215.4%$2.5M2026-Q1
Russell Investments Group, Ltd.DOUBLED6902,938+325.8%$2.3M2026-Q1
Cerity Partners LLCADD1,6342,334+42.8%$1.8M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT9,4881,560-83.6%$1.2M2026-Q1
Rockefeller Capital Management L.P.ADD8371,221+45.9%$965.4K2026-Q1
M&T BANK CORPNEAR_EXIT98,5271,192-98.8%$942.0K2026-Q1
SEI INVESTMENTS COADD569861+51.3%$680.4K2026-Q1
HSBC HOLDINGS PLCNEAR_EXIT4,138592-85.7%$467.9K2026-Q1
VOYA INVESTMENT MANAGEMENT LLCNEAR_EXIT35,108411-98.8%$324.8K2026-Q1
Allworth Financial LPADD112179+59.8%$141.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED8125+1462.5%$99.3K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT10,01096-99.0%$75.9K2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.TRIM3627-25.0%$21.3K2026-Q1
NORGES BANKEXIT51,5540-100.0%$0.002026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED45,284155,916+244.3%$88.8M2025-Q4
NORGES BANKNEW51,554$28.5M2025-Q4
1 unique insiders with 1 transactions. Net insider value: -$340.3K ($0.00 bought, $340.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026Radigan KevinCHIEF ACCOUNTING OFFICERSELL500$680.53$340.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (9% buy). Based on 11 analysts: 0 strong buy, 1 buy, 3 hold, 4 sell, 3 strong sell.

Analyst Price Targets

$826.00 mean target +40.3% upside Strong Buy (3.00)
$672.00 Low $980.00 High
MetricValue
Current Price$588.73
Target Low$672.00
Target Mean$826.00
Target Median$826.00
Target High$980.00
# Analysts2
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.03 $4.03 $4.03 13.9% -10.0% 0↑ 1↓ $0.9B 12.0% 1
Next Q
2026-09-30
$3.93 $3.93 $3.93 13.5% -9.1% 0↑ 1↓ $0.9B 25.2% 1
Current FY
2026-06-30
$15.25 $15.25 $15.25 39.2% -5.3% 0↑ 1↓ $3.2B 23.8% 1
Next FY
2027-06-30
$17.23 $17.23 $17.23 13.0% -9.0% 0↑ 1↓ $3.7B 15.7% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.033
7d ago$4.479-0.446
30d ago$4.479-0.446
60d ago$4.479-0.446
90d ago$4.479-0.446
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 BWS Financial MAINTAIN Buy Buy
May 11, 2026 Barclays MAINTAIN Underweight Underweight
Apr 13, 2026 BWS Financial MAINTAIN Buy Buy
Feb 9, 2026 BWS Financial MAINTAIN Buy Buy
Feb 9, 2026 Barclays MAINTAIN Underweight Underweight
Jan 15, 2026 BWS Financial MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026013439%
May 1, 2026013439%
Apr 1, 2026013439%
Mar 1, 2026013439%
Feb 1, 2026013439%
Jan 1, 2026013439%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

49°
Neutral
Bearish Neutral Bullish
31 mentions 9 bullish 10 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 8, 2026150° Neutral001
Jun 8, 2026150° Neutral001
Jun 8, 2026160° Warm101
Jun 8, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 2, 2026267° Warm202
May 31, 2026160° Warm101
May 18, 2026140° Cool011
May 18, 2026140° Cool011
May 14, 2026150° Neutral001
May 14, 2026150° Neutral001
May 11, 2026140° Cool011
May 11, 2026140° Cool011
Apr 27, 2026150° Neutral001
Apr 27, 2026150° Neutral001
Apr 24, 2026140° Cool011
Apr 24, 2026140° Cool011
Apr 21, 2026140° Cool011
Apr 21, 2026140° Cool011
Apr 21, 2026140° Cool011
Apr 21, 2026140° Cool011
Apr 14, 2026144° Neutral001
Apr 14, 2026144° Neutral001
Apr 8, 2026150° Neutral001
Apr 8, 2026150° Neutral001
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 21, 2026150° Neutral001
Mar 21, 2026150° Neutral001
May 25, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 13,690 trades
Week starting 2026-05-25. Total ATS volume: 124,598 shares across 13,690 trades.
May 18, 2026
dark_pool
Dark Pool: UI — 0.2M shares, 19,222 trades
Week starting 2026-05-18. Total ATS volume: 197,563 shares across 19,222 trades.
May 13, 2026
short_interest
FTD: UI — 1,001 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $703.49, FTD Value: $704,193.49, UBIQUITI INC COM (DE)
May 11, 2026
dark_pool
Dark Pool: UI — 0.2M shares, 15,041 trades
Week starting 2026-05-11. Total ATS volume: 200,297 shares across 15,041 trades.
May 8, 2026
earnings_calendar
UI Q3 2026 Earnings Scheduled — 2026-05-08
May 4, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 11,215 trades
Week starting 2026-05-04. Total ATS volume: 127,539 shares across 11,215 trades.
Apr 27, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 13,928 trades
Week starting 2026-04-27. Total ATS volume: 98,776 shares across 13,928 trades.
Apr 20, 2026
dark_pool
Dark Pool: UI — 0.2M shares, 16,197 trades
Week starting 2026-04-20. Total ATS volume: 181,225 shares across 16,197 trades.
Apr 13, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 11,747 trades
Week starting 2026-04-13. Total ATS volume: 115,842 shares across 11,747 trades.
Apr 6, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 11,620 trades
Week starting 2026-04-06. Total ATS volume: 98,692 shares across 11,620 trades.
Apr 1, 2026
short_interest
FTD: UI — 1,607 shares ($1.3M) failed to deliver
Settlement: 20260401, Price: $790.29, FTD Value: $1,269,996.03, UBIQUITI INC COM (DE)
Mar 30, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 8,066 trades
Week starting 2026-03-30. Total ATS volume: 62,481 shares across 8,066 trades.
Mar 23, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 11,386 trades
Week starting 2026-03-23. Total ATS volume: 90,939 shares across 11,386 trades.
Mar 16, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 9,257 trades
Week starting 2026-03-16. Total ATS volume: 75,223 shares across 9,257 trades.
Mar 9, 2026
dark_pool
Dark Pool: UI — 0.1M shares, 8,815 trades
Week starting 2026-03-09. Total ATS volume: 67,296 shares across 8,815 trades.