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Ubiquiti Inc.

Technology Updated August 11, 2026
$573.47
52W $380.00 – $1099.99
66/100
$34.69B
36.8
1.31
AI Committee Verdict
Buy
66/100
Conviction: Moderate · 60% agreement · 5 analysts
Moderate

Is UI Bullish or Bearish?

Bullish. Innellis AI committee rates Ubiquiti Inc. (UI) Buy with a composite score of 66/100 , based on 5 analysts with 60% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +8.58 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -11.42 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • ROE of 101.4% shows genuine earnings power backing the valuation — Value
  • Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
  • EPS growing 71.2% YoY — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 36.7 is moderate-to-rich — Value
  • Price-to-book of 37.3x prices in significant intangible value — Value
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
66/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 8%
of 284 Technology peers
Value Analyst neutral
54 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 101.4% shows genuine earnings power backing the valuation
− P/E of 36.7 is moderate-to-rich
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 33.3% YoY -- genuine top-line momentum
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
68.3
Neutral
MACD Histogram
6.178
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$528.36
Resistance
$802.22
Bollinger %B
0.92
Inside Bands
Price vs Moving Averages
EMA 9
$560.99 Above
EMA 21
$553.62 Above
EMA 50
$580.64 Below
EMA 200
$630.41 Below

Fundamental Analysis

Valuation
38
Profitability
91
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 36.8×
P/B Ratio 28.86×
PEG Ratio 0.51
Dividend Yield 0.56%
52W High $1099.99
52W Low $380.00
Quality & Growth
ROE 10653.4%
ROA 4854.7%
Gross Margin 4602.2%
Operating Margin 3575.1%
Revenue Growth YoY
Debt / Equity 0.06
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 36.8 (rich relative to a 15-40x range); Price-to-book of 28.9x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 106.5%; Return on assets of 48.5%; Net margin of 30.4%; Gross margin of 46.0%; Current ratio of 3.56 (healthy short-term liquidity); Debt-to-equity of 0.06; Free cash flow per share is positive (12.39); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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