Market Cap
$34.4B
UI
Ubiquiti Inc.
$603.02 ▼ -1.09%
Prev close $609.64Market cap$34.4B
ConsensusStrong Sell
12-mo target$734.50 (+21.9%)
▼ Bearish
Analyst conviction 1/10
32 New Institutional Positions18 Institutional Exits Software & IT
Snapshot
The big-picture read on UI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (9%)
Inst. Holders
50 funds
Inst. Value
$1.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $340.3K sell
Insider Net $
-$340.3K
Social Sentiment
49° Neutral
SEC Reports
3
Price chart 30d +0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 21, 2026 SEC Dark Pool: UI — 0.2M shares, 12,268 trades
Week starting 2026-09-07. Total ATS volume: 243,705 shares across 12,268 trades.
Ubiquiti reported record Q4 FY2026 revenue of $937.3M (+23.5% YoY) and GAAP EPS of $4.70, but the headline beat is misle
8-K — Impact 6/10
Aug 18, 2026 Insider
Radigan Kevin was granted 373 shares
CHIEF ACCOUNTING OFFICER
Jul 1, 2026 Insider
Radigan Kevin surrendered for taxes 60 shares
CHIEF ACCOUNTING OFFICER @ $536.38 ($32.2K)
Jul 1, 2026 Insider
Radigan Kevin acquired via exercise 123 shares
CHIEF ACCOUNTING OFFICER
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — TRIM
91,450 shares ($48.8M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC MILLENNIUM MANAGEMENT LLC — NEW
65,008 shares ($34.7M)
Four institutional sellers (including Balyasny trimming $1.2M and Legal & General near-exiting a $1.4M position) outnumb
INST-CLUSTER — Impact 3/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
9% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | BWS Financial | MAINTAIN | Buy | 62% |
| Aug 27, 2026 | BWS Financial | MAINTAIN | Buy | 62% |
| Aug 24, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 8, 2026 | BWS Financial | MAINTAIN | Buy | 62% |
| May 11, 2026 | BWS Financial | MAINTAIN | Buy | 62% |
| May 11, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Apr 13, 2026 | BWS Financial | MAINTAIN | Buy | 62% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Aug 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Jul 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Jun 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| May 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Apr 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Mar 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% | |
| Feb 1, 2026 | 0 | 1 | 3 | 4 | 3 | 9% |
Price targets
Where 2 covering analysts think UI trades over the next 12 months.
$734.50 +21.9% upside Strong Buy
Current$602.48 Low$489.00 Median$734.50 High$980.00 2 analysts
$489.00$980.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
49°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 1 neutral · avg impact 4.3/10.
MIXED8-K6/10
Ubiquiti reported record Q4 FY2026 revenue of $937.3M (+23.5% YoY) and GAAP EPS of $4.70, but the he
Aug 21, 2026
MIXEDINST-CLUSTER3/10
Four institutional sellers (including Balyasny trimming $1.2M and Legal & General near-exiting a $1.
Jun 11, 2026
NEUTRAL8-K4/10
Ubiquiti reported FQ3 2026 revenue of $788.2M (+18.7% YoY) and GAAP diluted EPS of $3.86 (+29.5% YoY
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: UI — 0.2M shares, 12,268 trades
Week starting 2026-09-07. Total ATS volume: 243,705 shares across 12,268 trades.
Aug 31, 2026
dark_pool
Dark Pool: UI — 0.2M shares, 17,929 trades
Week starting 2026-08-31. Total ATS volume: 163,995 shares across 17,929 trades.
Aug 28, 2026
ftd
FTD: UI — 1,990 shares ($1.2M) failed to deliver
Settlement: 20260828, Price: $592.85, FTD Value: $1,179,771.5, UBIQUITI INC COM (DE)
Aug 24, 2026
dark_pool
Dark Pool: UI — 0.3M shares, 17,771 trades
Week starting 2026-08-24. Total ATS volume: 259,176 shares across 17,771 trades.
Aug 21, 2026
earnings_calendar
UI Q4 2026 Earnings Before Market Open — 2026-08-21
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.25 | $4.25–$4.25 | 22.9% | +8.3% | 1↑ 0↓ | $1.0B | 1 |
| Next Q | $4.25 | $4.25–$4.25 | 9.4% | +2.4% | 1↑ 0↓ | $0.9B | 1 |
| Current FY | $17.71 | $17.71–$17.71 | 11.1% | +2.8% | 1↑ 0↓ | $4.0B | 1 |
| Next FY | $19.58 | $19.58–$19.58 | 10.5% | — | — | $4.6B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.253 | — |
| 7d ago | $3.927 | +0.326 |
| 30d ago | $3.927 | +0.326 |
| 60d ago | $3.927 | +0.326 |
| 90d ago | $3.927 | +0.326 |
Institutional ownership
Which big funds own UI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.2B total value (2,215,907 shares) as of 2026-Q2. Top holders: BlackRock,, RENAISSANCE, Capital. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 305,245 | $163.0M | 13.8% | — |
| RENAISSANCE TECHNOLOGIES LLC | 198,344 | $105.9M | 8.9% | — |
| Capital World Investors | 113,839 | $60.8M | 5.1% | — |
| STATE STREET CORP | 101,663 | $54.3M | 4.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 91,450 | $48.8M | 4.1% | TRIM -50.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 74,029 | $39.5M | 3.3% | — |
| GOLDMAN SACHS GROUP INC | 69,500 | $37.1M | 3.1% | — |
| MORGAN STANLEY | 68,963 | $36.8M | 3.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 67,472 | $36.0M | 3.0% | — |
| Invesco Ltd. | 66,159 | $35.3M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 183,564 | 91,450 | -50.2% | $48.8M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 65,008 | — | $34.7M |
| Walleye Capital LLC | DOUBLED | 2,630 | 51,332 | +1851.8% | $27.4M |
| Qube Research & Technologies Ltd | DOUBLED | 11,931 | 46,462 | +289.4% | $24.8M |
| NORGES BANK | NEW | — | 45,444 | — | $24.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 118,046 | 43,271 | -63.3% | $23.4M |
| FIRST TRUST ADVISORS LP | ADD | 25,450 | 42,198 | +65.8% | $22.5M |
| FEDERATED HERMES, INC. | NEW | — | 39,357 | — | $21.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 12,460 | 35,840 | +187.6% | $19.1M |
| CITIGROUP INC | ADD | 26,578 | 33,800 | +27.2% | $18.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
1 insiders, 10 transactions. Net -$340.3K — $0.00 bought, $340.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | AWARD | 373 | — | — |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | TAX W/H | 60 | $536.38 | $32.2K |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | EXERCISE | 123 | — | — |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | TAX W/H | 166 | $536.38 | $89.0K |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | EXERCISE | 340 | — | — |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | TAX W/H | 139 | $536.38 | $74.6K |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | EXERCISE | 284 | — | — |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | TAX W/H | 191 | $536.38 | $102.4K |
| Jul 1, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | EXERCISE | 407 | — | — |
| May 13, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | SELL | 500 | $680.53 | $340.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UI.
Shares short
403,665
Settlement Sep 15, 2026
Change vs prior
-17.8%
Semi-monthly cycle
Days to cover
2.1
At avg daily volume
Of shares outstanding
≈0.7%
Estimate — not % of float
All UI filing & press-release reports (3)
- 8-K reportAug 21, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 8, 2026