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UI · Analysis updated Nov 6, 2026, 10:34 AM ET
Why is Ubiquiti Inc. (UI) stock moving?
Ubiquiti's revenue for its fiscal first quarter (July-September) rose 39.9% from a year earlier and 9.5% from the prior quarter to $1.026 billion, its first quarter above $1 billion. Earnings were $5.29 a share under standard accounting and $5.32 adjusted, both up about 54%, and gross margin improved to 47.3% from 46.0%. Enterprise products, which make up 92% of sales, grew 43%. The company declared a $1.00 dividend but warned that rising component costs and tight supply may squeeze margins in the near term. At about 10:25 AM ET the stock was $588.59, up 14.5% from $514.20.
News behind the analysis
- Ubiquiti Inc. Reports First Quarter Fiscal 2027 Financial ResultsRevenue $1,026.2 million (+39.9% y/y, +9.5% q/q); GAAP EPS $5.29, non-GAAP $5.32; gross margin 47.3%; warning that component costs may keep rising.
- Ubiquiti soars on strong earnings and revenue beatBeat on earnings and revenue; net income $320.5 million (+54%); $1.00 dividend.
- Ubiquiti (UI) Q1 2027 Earnings: Enterprise Growth Amidst Purchase Obligations and Litigation RiskEnterprise revenue +43% to $941 million; operating income +50%; $1.78 billion of purchase obligations; Wi-Fi 6 patent suit.
- Ubiquiti Q1 revenue, profit jump; warns of margin pressureRevenue +39.9% to $1.03 billion; adjusted EPS +53.8% to $5.32; warning on component costs and supply.
In the Daily Standout
- November 6, 2026: on the shortlist +14.47%