Ubiquiti Shares Surge 66.7% in 2025 with $500 Million Buyback Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
0mins
Should l Buy UI?
Source: Fool
- Significant Stock Surge: Ubiquiti's shares rallied 66.7% in 2025, reflecting a robust recovery post-pandemic, with management's introduction of a $500 million share repurchase program signaling confidence in future growth.
- Impressive Financial Performance: In Q4 2025, Ubiquiti achieved a remarkable 50% revenue growth, reaching $759.2 million, showcasing its strong profitability in a high-demand environment and reinforcing its market leadership.
- Increased Dividend: The company raised its quarterly dividend by 33.3% to $0.80 per share, indicating a shift towards returning cash to shareholders after debt repayment, which enhances investor confidence.
- Liquidity Concerns: With founder Robert Pera owning 93% of shares, Ubiquiti's public float is only 7%, which may lead to increased volatility in stock prices, and the management's buyback plan could trigger a more significant market reaction.
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Analyst Views on UI
Wall Street analysts forecast UI stock price to fall
2 Analyst Rating
1 Buy
0 Hold
1 Sell
Hold
Current: 706.080
Low
455.00
Averages
587.50
High
720.00
Current: 706.080
Low
455.00
Averages
587.50
High
720.00
About UI
Ubiquiti Inc. is engaged in developing technology platforms for distributed Internet access, unified information technology, and consumer electronics for professional, home and personal use. Its solutions are categorized into three categories: high performance networking technology for enterprises, service providers and consumers. It targets the enterprise and service provider markets through its highly engaged community of service providers, distributors, value-added resellers, Webstores, systems integrators and corporate information technology (IT) professionals. It offers a portfolio of networking products and solutions for operator-owners of wireless Internet services (WISP’s), enterprises and smart homes. Its enterprise product platforms provide wireless LAN (WLAN) infrastructure, video surveillance products, switching and routing solutions, security gateways, door access systems, and other complimentary WLAN products, along with a software platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Attention: Ubiquiti's financial performance has garnered widespread investor interest, particularly supported by its quant rating and historical earnings data, which may drive stock price appreciation.
- Dividend Performance: The company also highlighted its dividend situation in the earnings report, demonstrating a commitment to returning value to shareholders, which enhances investor confidence and may attract more long-term investors.
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- Yield Performance: The forward yield of 0.56% may be relatively low, yet it still offers an attractive option for income-seeking investors in the current market environment.
- Payment Arrangement: The dividend is payable on February 23, with a record date of February 17 and an ex-dividend date also on February 17, ensuring shareholders receive their earnings promptly and reinforcing the company's relationship with investors.
- Consistent Dividend Record: Ubiquiti has now announced a $0.80 dividend for three consecutive quarters, reflecting the company's financial health and potentially attracting more long-term investors seeking stable returns.
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- Increased R&D Investment: R&D expenses reached $50.8 million in Q2, marking a 4.8% increase from the previous quarter and a 27.0% rise from the same period last year, primarily due to higher prototype-related costs, underscoring the company's commitment to technological innovation.
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- Enhanced Profitability: The GAAP net income stood at $233.6 million, reflecting a 70.8% increase from the prior year, with earnings per share (EPS) at $3.86, showcasing a substantial improvement in profitability driven by revenue and gross margin growth, which boosts investor confidence.
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- U.S. Stock Market Performance: U.S. stock indexes experienced gains on Monday, with the overall market rising by 0.90%.
- Specific Index Movements: The S&P 500 increased by 0.47%, while the Dow Jones Industrial Average saw a slight rise of 0.04%.
See More
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- Financial Results: The company reported revenue and profit that exceeded market expectations.
See More
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- Strong Earnings Performance: Ubiquiti reported a Q2 non-GAAP EPS of $3.88, reflecting significant growth compared to the previous year, showcasing the company's success in cost control and operational efficiency.
- Significant Revenue Growth: The company achieved revenue of $814.9 million, a 35.8% year-over-year increase, indicating robust product demand and an expanding market share, further solidifying its leadership position in the industry.
- Investor Attention: Ubiquiti's financial performance has garnered widespread investor interest, particularly supported by its quant rating and historical earnings data, which may drive stock price appreciation.
- Dividend Performance: The company also highlighted its dividend situation in the earnings report, demonstrating a commitment to returning value to shareholders, which enhances investor confidence and may attract more long-term investors.
See More
Ubiquiti Declares $0.80 Quarterly Dividend
- Dividend Stability: Ubiquiti has declared a quarterly dividend of $0.80 per share, consistent with previous announcements, indicating the company's stable profitability and enhancing investor confidence.
- Yield Performance: The forward yield of 0.56% may be relatively low, yet it still offers an attractive option for income-seeking investors in the current market environment.
- Payment Arrangement: The dividend is payable on February 23, with a record date of February 17 and an ex-dividend date also on February 17, ensuring shareholders receive their earnings promptly and reinforcing the company's relationship with investors.
- Consistent Dividend Record: Ubiquiti has now announced a $0.80 dividend for three consecutive quarters, reflecting the company's financial health and potentially attracting more long-term investors seeking stable returns.
See More
Ubiquiti Reports Strong Q2 Results with 35.8% Revenue Growth
- Significant Revenue Growth: Ubiquiti reported revenues of $814.9 million for Q2 FY2026, reflecting an 11.1% increase from the previous quarter and a 35.8% year-over-year growth, driven by strong demand in both Enterprise and Service Provider Technology platforms, solidifying its market position.
- Stable Gross Margins: The GAAP gross profit stood at $374 million with a gross margin of 45.9%, slightly down by 0.1% from the prior quarter but up 4.7% year-over-year, indicating positive impacts from product mix optimization and reduced shipping costs, enhancing profitability.
- Increased R&D Investment: R&D expenses reached $50.8 million in Q2, marking a 4.8% increase from the previous quarter and a 27.0% rise from the same period last year, primarily due to higher prototype-related costs, underscoring the company's commitment to technological innovation.
- Substantial Net Income Growth: GAAP net income was $233.6 million, up 70.8% year-over-year, with earnings per share at $3.86, demonstrating significant financial improvement driven by revenue and gross profit growth, thereby boosting investor confidence.
See More
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- Enhanced Profitability: The GAAP net income stood at $233.6 million, reflecting a 70.8% increase from the prior year, with earnings per share (EPS) at $3.86, showcasing a substantial improvement in profitability driven by revenue and gross margin growth, which boosts investor confidence.
- Increased R&D Investment: R&D expenses for the quarter totaled $50.8 million, up from both the previous quarter and the same period last year, primarily due to higher prototype-related costs, indicating the company's ongoing commitment to innovation and product development to maintain competitive advantage.
- Dividend Distribution Plan: The Board declared a cash dividend of $0.80 per share, payable on February 23, 2026, reflecting strong cash flow and commitment to shareholder returns, which enhances investor trust and attractiveness of the company.
See More
