Ubiquiti (UI) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $5.32
- Estimate
- $4.25
- Surprise
- +25.1%
- Revenue (period 2026-09-30)
- $1.03B
- Score at report (before → after)
- 5.8 → 6.1/10
Revenue source: xbrl.
How the report landed
Ubiquiti (UI) beat the $4.25 estimate with adjusted EPS of $5.32 — a large 25.1% upside surprise. TrendMatrix's engine moved from Hold (5.8/10) to Buy (Wait) at 6.1/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates UI Buy (Wait) at 6.1/10.
2 of the last 4 quarters beat the estimate; this quarter's +25.1% surprise compares with a +13.9% four-quarter average.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.6 in RISK_OFF)
- Positive news sentiment (+0.70)
What argues against it
- Thin upside margin: 5.3%
- Sector modifier (Technology): -0.8
- News modifier +1: HOLD_IF_HOLDING → STRONG_BUY_WAIT
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
- $592.84
- Entry target
- $563.20
- Price target
- $624.32
- Stop
- $523.78
- Upside to target
- +5.3%
- Reward-to-risk
- 0.4:1
At 33.5× trailing and 30.3× forward earnings, consensus estimates imply little change in earnings power.
Risk check: trading volume is running 1.9× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-07 — 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
- $35.87B
- P/E (fwd)
- 30.3
- P/E (ttm)
- 33.5
- 52-week range
- $500.23–$1099.99
- Off 52-week high
- 46.1%
- RSI (14)
- 50
- Volume vs avg
- 1.92×
- Score today
- 6.1/10