Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

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Equity Bottom-Up

<ul type="disc"><li>
Ubiquiti (UI) reporting better than expected fiscal third quarter (March) was only part of the story. The Company disclosed it was not able to keep up with demand due to component shortages that have spilled over into the June quarter.</li></ul> <ul type="disc"><li>Ubiquiti has experienced an elevated level of demand since the beginning of the COVID-19 pandemic that has yet to show signs of waning.</li></ul> <ul type="disc"><li>Ubiquiti has expanded its product portfolio to a degree that it should attract more customers to the brand. Ubiquiti is building a portfolio of consumer products.</li></ul> <ul type="disc"><li>We are updating our fiscal 2021 and 2022 (June) estimates to take into consideration component issues and one-times expenses Ubiquiti realized in the March quarter. We are now projecting June quarter revenue to increase to $483.6 million mostly the result of service provider revenue rising.</li></ul> <ul type="disc"><li>Ubiquiti’s sales performance affirms our reasoning for carrying a $370 price target. The stock should reach $400 as investors value revenue growth coming from multiple end markets.</li></ul>


Ubiquiti (UI) reporting better than expected fiscal third quarter (March) was only part of the story. The Company disclosed it was not able to keep up with demand due to component shortages that have spilled over into the June quarter. Ubiquiti has experienced an elevated level of demand since the beginning of the COVID-19 pandemic that has yet to show signs of waning. Ubiquiti has expanded its product portfolio to a degree that it should attract more customers to the brand. Ubiquiti is building a portfolio of consumer products. We are updating our fiscal 2021 and 2022 (June) estimates to take into consideration component issues and one-times expenses Ubiquiti realized in the March quarter. We are now projecting June quarter revenue to increase to $483.6 million mostly the result of service provider revenue rising. Ubiquiti’s sales performance affirms our reasoning for carrying a $370 price target. The stock should reach $400 as investors value revenue growth coming from multiple end markets.

UI: Expanded Product Line Supports Further Growth

United States

Ubiquiti Inc. provides wireless networking products and solutions. The Company offers radios, antennas, and management tools that have been designed to deliver carrier class performance for wireless networking and other applications in the unlicensed radio frequency. Ubiquiti operates in the State of New York.

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Ubiquiti Inc. (UI US)

UI: Expanded Product Line Supports Further Growth

Ubiquiti has managed through the component shortage issues and is expanding its product offering. Ubiquiti has launched a phone system with...

BWS Financial Inc

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