Ubiquiti Exceeds Q4 Estimates, Boosts Buyback Program by $500M

Ubiquiti's Q4 results exceeded estimates, with adjusted EPS at $3.54 and revenue $1.8B. Shares rose 10% in premarket trading. The company boosted its buyback program by $500M.

Ubiquiti Inc. (UI) reported strong Q4 fiscal 2025 results, with revenue rising 49.6% year-over-year to $759.2 million, surpassing analyst expectations of $634.1 million [1]. Adjusted earnings per share (EPS) reached $3.54, outperforming the consensus estimate of $2.23. The company also announced a $500 million stock repurchase program [1].

The results were driven by robust growth in the Enterprise Technology segment and improved gross margins, which reached 45.1% [1]. Additionally, deferred tax asset recognition contributed to increased net income.

Analyst sentiment on Ubiquiti remains mixed, with an average rating of "hold" and a breakdown of recommendations including one "strong buy" or "buy", one "hold", and one "sell" or "strong sell" [1]. The stock recently traded at 47 times the next 12-month earnings, compared to a P/E of 39 three months ago [1].

Short interest in Ubiquiti has been on the rise, with 500,400 shares sold short, representing 11.91% of the float. The short interest ratio is 4.7, indicating that it would take 4.7 days of average trading volume to cover all short positions [2].

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXEE40F8:0-network-gear-maker-ubiquiti-beats-q4-revenue-adjusted-eps-estimates-authorizes-stock-buyback/
[2] https://www.marketbeat.com/stocks/NYSE/UI/short-interest/