Professional
Added to YB: 2025-10-16
Pitch date: 2025-10-14
UI [neutral]
Ubiquiti Inc.
-26.04%
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
$758.91
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): Networking solutions co up 100%+ YTD to NYSE highs. Q3 revenue +49.6% YOY, adj earnings more than doubled on higher-margin enterprise segment driving operating leverage. Mgmt raised dividend & announced $500M buyback. Benefits from bandwidth demand, IoT growth, connected infrastructure tailwinds.
Read full article (1 min)