A week ago, Ubiquiti Inc. (NYSE:UI) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 6.7% to hit US$664m. Ubiquiti reported statutory earnings per share (EPS) US$2.98, which was a notable 16% above what the analyst had forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analyst is forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analyst is expecting for next year.

Our free stock report includes 1 warning sign investors should be aware of before investing in Ubiquiti. Read for free now.NYSE:UI Earnings and Revenue Growth May 14th 2025

Taking into account the latest results, the current consensus from Ubiquiti's sole analyst is for revenues of US$2.50b in 2026. This would reflect a reasonable 7.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to ascend 11% to US$10.11. In the lead-up to this report, the analyst had been modelling revenues of US$2.38b and earnings per share (EPS) of US$9.38 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.

See our latest analysis for Ubiquiti

Despite these upgrades,the analyst has not made any major changes to their price target of US$344, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Ubiquiti's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Ubiquiti's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 6.0% growth on an annualised basis. This is compared to a historical growth rate of 7.8% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.5% per year. Factoring in the forecast slowdown in growth, it seems obvious that Ubiquiti is also expected to grow slower than other industry participants.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Ubiquiti's earnings potential next year. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. The consensus price target held steady at US$344, with the latest estimates not enough to have an impact on their price target.

Story Continues

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At least one analyst has provided forecasts out to 2026, which can be seen for free  on our platform here.

We don't want to rain on the parade too much, but we did also find 1 warning sign for Ubiquiti that you need to be mindful of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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