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
- 5.6/10
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 Sell at 5.6/10; 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
- Concentration risk — Supplier: single or limited suppliers for several components
- Concentration risk — Geographic: majority of sales outside the United States
- Sector modifier (Technology): -0.8
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
- $560.67
- Price target
- $624.32
- Stop
- $521.42
- Upside to target
- +11.4%
- Reward-to-risk
- 1.1:1
The stock trades at 35.6× trailing but 28.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-26 — 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
- $34.08B
- P/E (fwd)
- 28.8
- P/E (ttm)
- 35.6
- 52-week range
- $500.23–$1099.99
- Off 52-week high
- 49.0%
- RSI (14)
- 45
- Volume vs avg
- 0.55×
- Score today
- 5.6/10