Ubiquiti

UI · NYSE

$605.04+$13.56 (+2.29%)TodayMarket closed · Oct 20, 6:30 PM ET

Prev close $591.48

UI analyst rating

HoldConsensus of 2 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform1
Sell0

12-month price target · 6 analysts

Average $749.19 (+23.8% upside)

Low: $493.89
Now: $605.04
High: $1,029.00

Upgrades and downgrades

The latest rating actions, newest first

UI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BWS Financial	Sep 29, 2026	Maintains	Buy	$980.00	56%
BWS Financial	Aug 27, 2026	Maintains	Buy	$980.00	56%
Barclays	Aug 24, 2026	Maintains	Underweight	$672.00 → $489.00	58%
BWS Financial	Jul 8, 2026	Maintains	Buy	$980.00	56%
BWS Financial	May 11, 2026	Maintains	Buy	$980.00	56%
Barclays	May 11, 2026	Maintains	Underweight	$527.00 → $672.00	58%
BWS Financial	Apr 13, 2026	Maintains	Buy	$720.00 → $980.00	56%
BWS Financial	Feb 9, 2026	Maintains	Buy	$720.00	56%
Barclays	Feb 9, 2026	Maintains	Underweight	$455.00 → $527.00	58%
BWS Financial	Jan 15, 2026	Maintains	Buy	$720.00	56%

The case for and against

Updated Oct 14, 2026

Bull case

Ubiquiti is benefiting from strong product-led demand, with a series of new releases in calendar 2025 and an expanded lineup that has improved wallet share and visibility across enterprise and service-provider customers. Its June quarter revenue reached $937.3 million, and management expects the September quarter to rise to $977.4 million, supported by rising summer web traffic and consistently strong in-stock availability. Higher inventory and purchase obligations, along with positive customer response to new devices and upgraded security offerings, suggest the company is positioning for sustained double-digit demand growth into fiscal 2027.

Bear case

Ubiquiti is facing a weak fundamental setup because investors have turned highly pessimistic, with the stock trading near its 52-week low and reflecting little confidence in the current outlook. The negative sentiment intensified after fiscal third quarter results, when the market stopped assuming that sequential growth could continue indefinitely, suggesting expectations had become detached from realistic operating trends. With the shares under extreme selling pressure and no clear catalyst to justify boosting estimates, the stock appears vulnerable to sustained skepticism about the durability of its growth.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.