<- Go home

Added to YB: 2025-07-08

Pitch date: 2025-07-04

UI [neutral]

Ubiquiti Inc.

+33.77%

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

$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.

Read full article (1 min)