Added to YB: 2026-01-20
Pitch date: 2026-01-17
UI [bullish]
Ubiquiti Inc.
+34.58%
current return
Author Info
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Company Info
Ubiquiti Inc. develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Market Cap
$33.2B
Pitch Price
$534.06
Price Target
N/A
Dividend
0.58%
EV/EBITDA
34.32
P/E
42.01
EV/Sales
12.05
Sector
Communications Equipment
Category
growth
Ubiquiti ($UI): The Ultimate Vibe Coding Beneficiary
UI: The ultimate vibe coding beneficiary trading like boring hardware despite 28%+ annual returns over 14yrs. Q1 46% gross margin (+400bps), 28% net margin, 39.7% Enterprise revenue growth. Alt data shows record web traffic, Reddit engagement signaling strong Q2. Wi-Fi 7 supercycle + MSP switching for license-free model vs subscription fatigue. EFG disrupts enterprise firewall market at sub-$2K vs $10K+ competitors. Risks: inventory stockouts, CPU vs ASIC architecture limits, Robert Pera key man risk with 93% control.
Read full article (22 min)