Added to YB: 2026-02-10
Pitch date: 2026-02-06
UNIT [bullish]
Uniti Group Inc.
+3.62%
current return
Author Info
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Company Info
Uniti (NASDAQ: UNIT) is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States.
Market Cap
$2.0B
Pitch Price
$8.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.80
P/E
1.04
EV/Sales
7.27
Sector
Diversified Telecommunication Services
Category
special_situation
Uniti Group’s Hidden Upside Potential
UNIT: Fiber infrastructure operator w/ Elliott owning 25%. Plans to sell capital-intensive Kinetic segment (~$6B value) & Solutions (~$1.5-2B) to focus on high-margin Fiber Infrastructure benefiting from AI demand growth. Hyperscaler funnel grew from 7% to 30% of sales. Trading 7.6x EV/EBITDA vs sum-of-parts suggesting significant upside.
Read full article (7 min)