Professional
Added to YB: 2025-05-28
Pitch date: 2025-05-26
UI [neutral]
Ubiquiti Inc.
+40.69%
current return
Author Info
No bio for this author
Company Info
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Market Cap
$41.6B
Pitch Price
$398.96
Price Target
N/A
Dividend
0.47%
EV/EBITDA
47.59
P/E
58.41
EV/Sales
16.20
Sector
Communications Equipment
Category
growth
Kathmandu Capital Portfolio Holding: Ubiquiti Inc.
UI (holding update): Tariffs may squeeze margins as UI lacks US manufacturing, relying on overseas production despite US generating 50%+ revenue. Still seeing pull-forward demand & enterprise growth via new products. Long-term thesis intact: US fiber penetration & govt-backed upgrade cycle remain key tailwinds despite delays.
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