Ubiquiti Q4 Revenue Beats by 10%, EPS Tops Estimates by 17%
UI sits 56% above its 52-week low of $380 on elevated volume (2.6× avg).
Summary
Ubiquiti reported fiscal Q4 revenue of $937.3M, up 23.5% year-over-year and well above the $850.5M consensus. Adjusted EPS of $4.73 beat estimates by 17%. Enterprise Technology drove growth, offsetting a decline in Service Provider Technology. Gross margin fell to 45.8% from the prior quarter due to higher component and shipping costs, and management warned that rising component costs and supply constraints could pressure near-term margins and limit demand fulfillment. The company extended its $500M buyback through September 2027 and raised its quarterly dividend by 25% to $1.00 per share, intending to pay at least $1.00 per share quarterly in fiscal 2027. The stock trades at 34x forward earnings versus 55x three months ago, with a median analyst price target of $826.
At the time of this announcement, UI was trading at $593.00 on NYSE in the Technology sector, with a market capitalization of approximately $34.7B. The 52-week trading range was $380.00 to $1,099.99. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: Reuters.