Professional
Added to YB: 2025-07-08
Pitch date: 2025-07-04
UI [neutral]
Ubiquiti Inc.
+33.77%
current return
Author Info
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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
$419.59
Price Target
N/A
Dividend
0.47%
EV/EBITDA
47.59
P/E
58.41
EV/Sales
16.20
Sector
Communications Equipment
Category
growth
Show full summary:
Kathmandu Capital Portfolio Holding: Ubiquiti Inc.
UI (holding update): Share price volatile but trending up despite tariff concerns. Confident in BEAD program benefits as Trump admin shifts to tech-agnostic approach vs fiber-only, favoring UI's fixed-wireless access equipment.
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