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Ubiquiti Networks Inc (UI)



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Upturn Advisory Summary
04/01/2025: UI (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 79.55% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.77B USD | Price to earnings Ratio 42.2 | 1Y Target Price 331 |
Price to earnings Ratio 42.2 | 1Y Target Price 331 | ||
Volume (30-day avg) 89925 | Beta 1.12 | 52 Weeks Range 103.11 - 469.15 | Updated Date 03/31/2025 |
52 Weeks Range 103.11 - 469.15 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 0.77% | Basic EPS (TTM) 7.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.68% | Operating Margin (TTM) 29.81% |
Management Effectiveness
Return on Assets (TTM) 29.66% | Return on Equity (TTM) 32.39% |
Valuation
Trailing PE 42.2 | Forward PE 27.32 | Enterprise Value 19086513860 | Price to Sales(TTM) 8.73 |
Enterprise Value 19086513860 | Price to Sales(TTM) 8.73 | ||
Enterprise Value to Revenue 8.87 | Enterprise Value to EBITDA 30.89 | Shares Outstanding 60490300 | Shares Floating 4190771 |
Shares Outstanding 60490300 | Shares Floating 4190771 | ||
Percent Insiders 93.06 | Percent Institutions 4.15 |
Analyst Ratings
Rating 3 | Target Price 310.5 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ubiquiti Networks Inc

Company Overview
History and Background
Ubiquiti Networks Inc. was founded in 2005 by Robert Pera. Initially focused on wireless broadband, it quickly gained traction by offering disruptive pricing and innovative technology. Significant milestones include the introduction of the AirMax and UniFi product lines, which fueled rapid growth and market expansion.
Core Business Areas
- Enterprise Technology: This segment includes the UniFi product line, which provides complete software, cloud, and IT solutions, encompassing Wi-Fi access points, network switches, security gateways, and surveillance cameras.
- Service Provider Technology: This includes the airMAX and airFiber product lines, which are used in fixed wireless broadband, backhaul systems, and other carrier-class applications for the telecommunications industry.
Leadership and Structure
Robert J. Pera is the Founder, Chairman, and CEO. The company operates with a relatively lean organizational structure, emphasizing engineering and product development.
Top Products and Market Share
Key Offerings
- UniFi: UniFi is a complete IT solution line offering Wi-Fi access points, network switches, routers, security appliances, cameras, and VoIP phones all managed through a centralized software controller. Market share information is difficult to pinpoint precisely, but Ubiquiti is considered a significant player in the SMB/prosumer networking market. Competitors include Cisco (CSCO), NETGEAR (NTGR), TP-Link, and Arista Networks (ANET).
- airMAX: airMAX is a line of point-to-point (PtP) and point-to-multipoint (PtMP) wireless broadband products. Competitors include Cambium Networks (CMBM), Mimosa Networks (acquired by Radisys) and other wireless broadband providers. Ubiquiti serves many WISP's (Wireless Internet Service Providers) with this product line.
Market Dynamics
Industry Overview
The networking equipment industry is characterized by constant innovation, increasing demand for bandwidth, and the rise of cloud-based network management. The Wi-Fi market is seeing rapid adoption of Wi-Fi 6 and 6E. The fixed wireless market is expanding with increasing demand for broadband.
Positioning
Ubiquiti Networks Inc. is positioned as a disruptive innovator in the networking equipment industry, offering high-performance products at competitive price points. It competes with larger established players by focusing on ease of use and strong community support.
Total Addressable Market (TAM)
The total addressable market for networking equipment is estimated to be over $40 billion annually. Ubiquiti is well-positioned to capture a significant portion of this market with its diverse product portfolio and competitive pricing.
Upturn SWOT Analysis
Strengths
- Disruptive pricing model
- Innovative product design
- Strong community support
- Vertical Integration
- Lean operations
Weaknesses
- Reliance on single founder and CEO
- Potential for quality control issues
- Less extensive enterprise support than competitors
- Supply chain vulnerabilities
Opportunities
- Expansion into new markets and verticals
- Adoption of new technologies (Wi-Fi 6E, 5G)
- Growth in cloud-based network management
- Increased demand for wireless broadband
Threats
- Competition from established players
- Potential for intellectual property infringement
- Fluctuations in component prices
- Changing regulatory landscape
- Global economic uncertainty
Competitors and Market Share
Key Competitors
- CSCO
- NTGR
- ANET
Competitive Landscape
Ubiquiti competes effectively by offering high-performance products at lower price points. It has a strong following in the SMB and prosumer markets. Cisco and Netgear hold larger overall market shares but compete at higher prices.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Ubiquiti demonstrated significant revenue growth prior to privatization.
Future Projections: Future growth projections are not publicly available following delisting.
Recent Initiatives: Public information on recent strategic initiatives is limited.
Summary
Ubiquiti Networks was a strong innovator within the networking industry with a disruptive pricing model until it was delisted. While its historical performance was impressive, limited information is available post-privatization making analysis difficult. It needs to focus on maintaining product quality, managing supply chain risks, and continued innovation. Its strong community and competitive pricing should continue to be advantageous.
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JNPR

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NTGR

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Sources and Disclaimers
Data Sources:
- SEC Filings (prior to delisting)
- Industry Reports
- Analyst Estimates (prior to delisting)
- Company Press Releases (prior to delisting)
- Third-party market research reports
Disclaimers:
This analysis is based on publicly available information, which is limited following Ubiquiti Networks Inc.'s delisting from the stock market. Market share data is approximate and may vary depending on the source. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ubiquiti Networks Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-10-14 | Founder, Chairman & CEO Mr. Robert J. Pera | ||
Sector Technology | Industry Communication Equipment | Full time employees 1515 | Website https://www.ui.com |
Full time employees 1515 | Website https://www.ui.com |
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers. The company 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 related software; and enterprise product platforms provide wireless LAN infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other WLAN products. The company also provides technology platforms, such as UniFi Cloud Gateway, an Enterprise class internet and security gateway device; UniFi Wi-Fi, an enterprise Wi-Fi system; UniFi Protect, a video surveillance platform; UniFi Switch that deliver performance, switching, and power of ethernet support for enterprise networks; UniFi Access, a door access solutions; UniFi Talk, a plug-and-play phone system and VoIP subscription service, as well as UniFi Connect and its AmpliFi platform. In addition, it offers airMAX, which include proprietary protocols that contain technologies for minimizing signal noise; airFiber, a wireless backhaul point-to-point radio system; UFiber GPON, a plug and play fiber network technology to build high speed fiber internet networks; and Wave, a technology platform. Further, the company provides base stations, radios, backhaul equipment, and customer premise equipment; embedded radio products; and antennas. It serves customers through a network of 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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