Ubiquiti (UI) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $4.73
- Estimate
- $4.03
- Surprise
- +17.3%
- Revenue (period 2026-06-30)
- $937.3M
- Score today
- 5.8/10
Revenue source: xbrl.
How the report landed
Ubiquiti (UI) beat the $4.03 estimate with adjusted EPS of $4.73 — a large 17.3% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates UI Hold at 5.8/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's +17.3% surprise compares with a +11.6% four-quarter average. Next scheduled report: 2026-11-06.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.6 in RISK_OFF)
- High-quality business
What argues against it
- Thin upside margin: 3.4%
- Sector modifier (Technology): -0.8
- Expensive valuation
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $603.63
- Price target
- $624.32
- Stop
- $561.38
- Upside to target
- +3.4%
- Reward-to-risk
- 0.4:1
The stock trades at 39.0× trailing but 31.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-16 — shown for context, not personalized investment advice.
UI at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Communication Equipment
- Market cap
- $37.41B
- P/E (fwd)
- 31.6
- P/E (ttm)
- 39.0
- 52-week range
- $500.23–$1099.99
- Off 52-week high
- 45.1%
- RSI (14)
- 62
- Volume vs avg
- 0.42×
- Score today
- 5.8/10