$UI — BUY 📊

$UI — BUY 📊 Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America. 🎯 Q1 FY26 | Rev $1B | EPS $3.88 vs $4.29 🔴 💡 Consensus has lowered FY25 EPS to ~$14 implying low double-digit growth. We expect normalized EPS of $18-20 as cost normalization and operating leverage push margins back to trend, with shares trading at only 15-20x ex-items, a mispricing ignored by the market. 📉 Reward/Risk: 2.33:1 🏢 Business Quality: 8/10 - High-margin, capital-light business model with recurring software-like revenue from the UniFi platform and best-in-class unit economics in SMB networking. 📊 Valuation: fair — Trailing P/E 34x, forward P/E ~40x on depressed EPS; EV/EBITDA 22x. Historically trades at 20-40x P/E, median ~30x. 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/UI0617

Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.