Ubiquiti beats Q1 revenue estimates, declares dividend

Overview

• Ubiquiti fiscal Q1 revenue grows 33.3% yr/yr, beating analyst expectations

• Adjusted EPS for fiscal Q1 beats consensus, driven by higher revenues and gross profit

• Company declares $0.80 per share cash dividend, payable November 24, 2025

Outlook

• Ubiquiti did not provide specific guidance for future quarters or the full year

Result Drivers

• ENTERPRISE TECHNOLOGY - Revenue from Enterprise Technology platform increased, driving overall revenue growth

• GROSS MARGIN IMPROVEMENT - Higher gross margins due to favorable product mix and lower shipping costs, partially offset by higher tariff costs

• INCREASED R&D EXPENSES - Higher R&D expenses driven by increased employee-related costs and depreciation

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the communications & networking peer group is "buy."

• Wall Street's median 12-month price target for Ubiquiti Inc is $509.50, about 49.1% below its November 6 closing price of $759.57

• The stock recently traded at 62 times the next 12-month earnings vs. a P/E of 47 three months ago

Press Release: ID:nBwbB5Q42a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)