Company valuation ยท Technology

UI: Buy with a $790.01 price target

Ubiquiti Networks Inc. Quarterly sales are growing, but profit is running ahead of cash.

Model target ยท USD
$790.01
For 2027-09-14
Model rating
Buy
Reviewed 2026-09-16
Reference weekly close
$564.15
2026-09-11 ยท USD
Editorial illustration of Ubiquiti Networks Inc, Communication Equipment.
Generated editorial illustration for Sharemaestro. It does not depict verified company premises or events.

Investment view

Quarterly sales are growing, but profit is running ahead of cash.

Target and reference price

Target for 2027-09-14: $790.01 USD, +40.0% versus the $564.15 weekly close on 2026-09-11. Price return only; dividends, fees and tax excluded.

Price and earnings

Over 1 year (2025-09-12 to 2026-09-11), price changed -6.7% and trailing EPS changed +44.8%. A wider gap changes the earnings multiple; it does not establish fair value.

Supporting evidence

Revenue changed +23.5% from the same quarter last year, through 2026-06-30. The previous quarterโ€™s year-on-year change was +18.7%.

Net debt / EBITDA: -0.4ร— for UI, against 2.1ร— across 12 comparable peers.

Risks to the case

Over the latest four quarters, operating cash was 0.97 times net income. Review receivables, inventory and non-cash charges before judging the gap.

Cash after capital spending / profit: 0.9ร— for UI, against 1.3ร— across 7 comparable peers.

What to monitor

Compare the next results with the trailing margin of 36.2% and the annual-history median of 28.1%. A historical median is context, not a forecast.

The latest quarterly margin changed +1.8 percentage points from a year earlier. Check sales volumes, pricing and unusual gains in the next filing.

Recheck the valuation gap alongside profitability and growth after new results. A discount alone does not establish value.

Valuation assumptions

Starting annual sales growth: 28.4%.

Net profit margin: 25.86%.

About this assessment

Review recorded on 2026-09-16. This is a dated summary of an automated company valuation. The full report includes the financial evidence, alternative scenarios and review history. Consult the latest report before using an earlier target. Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.

Evidence context