Key Stats for Ubiquiti Stock
- Price Change for Ubiquiti stock: +14.47%
- Ubiquiti Share Price as of Feb. 9: $712.38
- 52-Week High: $803.60
- Ubiquiti Stock Price Target: $623.50
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Ubiquiti (UI) stock jumped about 14% as investors reacted positively to the company’s fiscal Q2 2026 earnings release. The results showed continued momentum across Ubiquiti’s networking product portfolio, with demand remaining strong in both service provider and enterprise markets.
Revenue climbed to $814.9 million, up 35.8% year over year, driven by higher shipment volumes and steady customer adoption of newer UniFi and service provider products. GAAP EPS rose to $3.86, reflecting operating leverage from higher sales and disciplined cost management.
Gross margin came in at 45.9%, which improved from last year due to a favorable product mix and easing freight and logistics costs. Margins were roughly flat sequentially, as tariff-related pressures and input costs partially offset those benefits.
Alongside the earnings beat, management reaffirmed its plan to pay at least a $0.80 quarterly dividend in fiscal 2026, reinforcing the company’s shareholder return strategy. Ubiquiti also highlighted its ongoing stock repurchase program, which continues to reduce share count and support per-share earnings growth.
Following the report, analyst commentary helped fuel the rally. Barclays raised its price target, while BWS Financial reiterated a $720 target, keeping investor focus on both near-term execution and longer-term valuation.
See analysts’ growth forecasts and price targets for Ubiquiti stock (It’s free!) >>>
What the Market Is Telling Us About Ubiquiti Stock
The sharp move higher suggests investors were encouraged by the combination of strong revenue growth and sustained profitability. Ubiquiti delivered results that cleared a high bar, especially given expectations baked into the stock after its strong prior run.
Higher gross profit reflected improved product mix and lower shipping expenses, which helped offset headwinds from tariffs and input costs. That margin resilience reinforced confidence in the company’s operating model and pricing discipline.
Because UI trades at a premium valuation, execution matters. A clean earnings beat, steady margins, and reaffirmed shareholder returns likely reassured investors that growth remains durable.
That said, Street price targets remain more conservative than the current share price. The latest Street Target mean shown in the “Street Targets” image is about $624, which sits below where the stock trades today.
Barclays maintained an Underweight rating despite lifting its target to $527, signaling that some analysts remain cautious on valuation even as fundamentals improve. And with UI trading around 38x earnings, the stock could remain sensitive to any slowdown in demand or pressure on margins going forward.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Ubiquiti Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
