Ubiquiti Inc. (UI)

Over the past six months, Ubiquiti's stock has experienced notable movements. As of January 9, 2026, the share price was $559.91, representing a 54.49% increase from January 13, 2025. The stock's price increased by 42.31% over the last six months. In November 2025, the share price softened by 26% over 30 days, despite being up 63% in the last year. In August 2025, Ubiquiti reported strong fiscal Q4 results with a 49.6% year-on-year revenue growth, which sent the stock up 31% for the day. Following this, the company announced a new $500 million share repurchase program and raised its quarterly dividend by 33.3% to $0.80 per share. In May 2025, the fiscal third-quarter report showed impressive growth of 35%. On November 7, 2025, Q1 2026 Earnings Release with an actual EPS of $3.430 USD. On August 22, 2025, Q4 2025 Earnings Release with an actual EPS of $4.410 USD. On November 17, 2025, ex-dividend date for a dividend of $0.80, with a payment date of November 24, 2025.

The provided search results do not contain explicit information regarding the demand seasonality for Ubiquiti Inc.'s products and services. However, the company's hardware-centric business can be "lumpy from quarter to quarter." The "aggressively discounted UniFi Black Friday sales event" in late 2025, generated significant retail and channel buzz and was expected to drive a short-term sales spike for the holiday quarter, implying that holiday sales periods may influence demand.

Ubiquiti Inc. is an American technology company that manufactures and sells wireless data communication and wired products for enterprises and homes. Founded in 2003 and headquartered in New York City, Ubiquiti operates within the computer networking industry. The company offers networking products and solutions for service providers and enterprises, focusing on carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems, and routing. Ubiquiti's major product lines are categorized into Service Provider Technology and Enterprise Technology.

Ubiquiti Inc. has a global business presence, with operations spanning South America, North America, Europe, Africa, the Middle East, and Asia-Pacific. The North American market remains a significant revenue driver for the company.

Ubiquiti has established a strong brand reputation, particularly in the Enterprise Technology sector, built on delivering high-quality, innovative, and cost-effective networking products. The company is known for its community-driven approach to product development and marketing. Its focus on user-centric design and intuitive setup and management contributes to its positive image. There was an alleged data breach in 2021, which could have impacted its reputation at the time.

Ubiquiti Inc. has a concentrated ownership structure. Robert J. Pera, the founder and CEO, is the largest individual shareholder, owning approximately 93.02% of the company's shares, totaling 56,278,181 shares valued at around $31.71 billion. Major institutional owners of Ubiquiti Inc. include BlackRock, Inc., Renaissance Technologies Llc, SW Investment Management LLC, Arrowstreet Capital, Limited Partnership, Wealth Enhancement Advisory Services, Llc, Aqr Capital Management Llc, Pacer Advisors, Inc., Vanguard Group Inc, Morgan Stanley, and Capital World Investors. As of September 30, 2025, institutions held a total of 3,513,334 shares across 575 institutional owners. Institutional ownership accounts for approximately 4.86% of the company.