UI
Ubiquiti Networks Inc
NYSE: UI · TECHNOLOGY · COMMUNICATION EQUIPMENT
$588.73
+1.20% today
Updated 2026-06-12
Market cap
$35.62B
P/E ratio
37.87
P/S ratio
11.51x
EPS (TTM)
$15.54
Dividend yield
0.56%
52W range
$366 – $1,099
Volume
0.1M
Ubiquiti Networks Inc (UI) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed UI price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$588.73
Today
Analyst consensus
$751.00
+27.56% · 12M
2030 Base
$733.23
+24.54% future
NPV today
$424.28
@ 13% WACC
4 analysts:
2 Buy1 Hold2 Sell
Management guidance
No explicit CEO revenue targets found in available guidance. Management reaffirmed quarterly dividend of $0.80/share post-Q3 2026, signaling confidence in cash generation. No forward revenue guidance provided for FY2027-2030; company focuses on enterprise segment strength (>90% of sales) and margin expansion.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
UI · Ubiquiti Networks Inc · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$394.68
NPV today: $228.38
Base case (2030)
$733.23
NPV today: $424.28
Bull case (2030)
$1,410.34
NPV today: $816.08
WallStSmart.com
UI financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $3.3B | $4.2B | $5.1B | $6.0B | $6.8B |
| Revenue growth | 33.4% | 27.3% | 27.4% | 23.1% | 16.9% | 13.5% |
| Net margin | — | 29.0% | 29.1% | 29.2% | 29.0% | 28.8% |
| EPS | $7.34 | $15.71 | $20.10 | $24.80 | $28.80 | $32.50 |
| Diluted shares | — | 61M | 61M | 61M | 61M | 61M |
| Net debt | — | $-311.90M | $-893.52M | $-1.61B | $-2.45B | $-3.40B |
| P/S multiple | — | 6.0x | 6.0x | 6.0x | 6.0x | 6.0x |
| Implied price (base) | — | $330.32 | $429.16 | $536.65 | $636.73 | $733.23 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $6.8B | $6.8B | $6.8B |
| P/S multiple | 3.0x | 6.0x | 12.0x |
| Diluted shares | 61M | 61M | 61M |
| Net debt | $-3.40B | $-3.40B | $-3.40B |
| Implied P/E † | 12x | 23x | 43x |
| 2030 Price | $394.68 | $733.23 | $1,410.34 |
| NPV @ 13% | $228.38 | $424.28 | $816.08 |
† Implied P/E: Multiples remain elevated across all three scenarios because UI is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $733.23 base case
UI catalysts and risks
Growth catalysts
+ Enterprise Technology segment acceleration (>90% of revenue) driven by Wi-Fi 7 infrastructure demand
+ Cloud/hyperscaler capex recovery and edge networking adoption through 2027-2028
+ Direct-to-consumer model margin expansion (gross margin at 47% in Q3 2026; industry avg ~40%)
+ Debt repayment completion (March 2026) enabling increased capital returns and R&D investment
Key risks
- Regulatory/export sanction risk: January 2026 Hunterbrook report alleging products used in Russia-Ukraine war; ongoing SEC/ITC investigations could impact revenue
- Valuation collapse risk: stock down 35.4% post-Q3 despite earnings beat; P/E 38-69x vs. peer average 35x suggests sentiment-driven repricing
- Concentration risk: Enterprise segment represents >90% of revenue; loss of hyperscaler customer could trigger significant revenue decline
- Competition/market saturation: WiFi/networking equipment market maturing; customer capex cycles less certain than prior hypergrowth period
- Sequential revenue deceleration: Q3 2026 revenue $788.2M missed FactSet estimate $814.3M; no forward guidance suggests management uncertainty
Methodology · Ubiquiti Networks Inc 2030 stock forecast model
Ubiquiti Networks Inc 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 4 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (0% cumulative for UI by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-3.40B by 2030) |
| 3. Time value | NPV calculated using 13% WACC (CAPM: beta 1.467) |
| 4. Multiple framework | P/S compresses with scale: bear 3.0x / base 6.0x / bull 12.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
UI price target FAQ
What is the UI price target for 2030?
WallStSmart's Ubiquiti Networks Inc 2030 base case is $733.23 per share, with a bull case of $1,410.34 and bear case of $394.68. The NPV of the base case discounted to today at 13% WACC is $424.28.
How is the Ubiquiti Networks Inc 2030 stock forecast calculated?
The UI 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the UI price target account for dilution?
Ubiquiti Networks Inc is projected to grow diluted share count from 61M to 61M by 2030 (a 0% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 0%.
What is the analyst consensus on UI stock?
4 analysts cover UI with an average 12-month price target of $751.00. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.