Ubiquiti Networks, Inc. (NASDAQ:UBNT)

CAPS Rating: 4 out of 5

Results 1 - 20 of 29 : 1 2 Next »

Recs

0
Member Avatar DJSka (< 20) Submitted: 4/12/2014 3:56:23 PM : Outperform Start Price: $37.72 UBNT Score: +6.96

This stock has been unfairly punished in the small cap selloff. Kevin Pera is a superb CEO and I believe the 25+% growth will continue for at least 3 more years.

Recs

0
Member Avatar dstwhit (71.30) Submitted: 4/9/2014 12:01:26 PM : Outperform Start Price: $40.67 UBNT Score: +0.55

former apple leadership; saul rec; low-cost structure; wisdom-of-crowds customer dev't model (linux-like); blue ocean strategy (low price AND high quality strategy)

Recs

0
Member Avatar TMFDitty (99.57) Submitted: 4/8/2014 10:31:40 AM : Outperform Start Price: $39.51 UBNT Score: +2.60

I know it's tripled over the past year, but... the EV/FCF still looks good, assuming 26% growth projections hold up. I don't take that as a given, but *if* the projections are correct, the stock's a good value today.

Recs

0
Member Avatar 401ktimer1 (51.81) Submitted: 4/4/2014 3:45:28 PM : Outperform Start Price: $40.48 UBNT Score: +1.50

IBD50

Recs

0
Member Avatar bcurtis9944 (21.22) Submitted: 3/24/2014 7:40:16 PM : Outperform Start Price: $50.04 UBNT Score: -17.96

The companies products are in high demand. Ubiquiti is selling all their products

Recs

0
Member Avatar rfaramir (29.57) Submitted: 3/7/2014 3:00:36 PM : Outperform Start Price: $48.43 UBNT Score: -14.37

I was recently convinced that they are a positively disruptive company by a very happy customer of theirs.

Recs

0
Member Avatar buynholdisdead (29.85) Submitted: 3/5/2014 5:32:13 PM : Outperform Start Price: $49.87 UBNT Score: -16.70

This company is doing everything right now. Their customers are begging for more product so UBNT loaded up on the inventory this quarter. Sales should go through the roof.

Recs

0
Member Avatar SmartAce (99.82) Submitted: 2/19/2014 2:57:17 PM : Outperform Start Price: $50.14 UBNT Score: -19.05

great numbers and bathtub mats freak me out.

Recs

0
Member Avatar Miketmah (57.79) Submitted: 2/18/2014 9:45:33 PM : Outperform Start Price: $50.11 UBNT Score: -19.49

crowd source to hold down costs with top of line products equals fast growth and large profits

Recs

8
Member Avatar RedandBlack (98.79) Submitted: 2/8/2014 9:49:20 PM : Outperform Start Price: $43.72 UBNT Score: -9.81

Strong growth in 4Q13, nice margins and cash flow. UBNT seems to have a good combination of product design, engineering, and customer focus. With current market cap of $3.7B and net income of $160M annually (23 P/E) and growth rates +50% it seems like a bargain.

Recs

0
Member Avatar GordonsGecko (70.33) Submitted: 2/6/2014 12:17:13 PM : Outperform Start Price: $34.95 UBNT Score: +15.10

RB pick

Recs

0
Member Avatar markofzorro (30.21) Submitted: 1/23/2014 7:39:20 AM : Outperform Start Price: $44.96 UBNT Score: -10.33

UBNT creates networks of sophisticated customers and then works with them closely. Importantly, they act on the input of their users. This model has worked well in mathematics and other sciences. I expect to see more companies using this strategy in the future.

Recs

0
Member Avatar Treborn822 (87.89) Submitted: 1/22/2014 7:36:23 PM : Outperform Start Price: $44.96 UBNT Score: -10.33

High margins

Recs

0
Member Avatar ggramont (< 20) Submitted: 1/15/2014 10:05:43 AM : Outperform Start Price: $43.69 UBNT Score: -6.99

Great product for a fair price. Professional tools for the retail market.

Recs

0
Member Avatar tiobueno (99.47) Submitted: 12/10/2013 9:02:03 AM : Outperform Start Price: $38.25 UBNT Score: +4.36

insider(?)

Recs

0
Member Avatar DaveSavop (< 20) Submitted: 11/26/2013 5:32:26 PM : Outperform Start Price: $39.21 UBNT Score: +1.67

Based simply on one factor - They are recreating the entire networking philosophy with their evolutionary products; their products are extremely well-made and VERY inexpensive when compared to ANY of their competitors.

I believe they will continue to gain market share over the dinasaurs our there that have not changed and grown as technology has improved.

Recs

0
Member Avatar nrandleman (68.79) Submitted: 11/26/2013 4:17:22 PM : Outperform Start Price: $39.21 UBNT Score: +1.67

following Saul on this one..

Recs

0
Member Avatar 1stPrincipleFool (38.56) Submitted: 11/20/2013 6:50:01 PM : Outperform Start Price: $42.03 UBNT Score: -6.45

great track record, fast growing, good insider ownership, founder still managing

Recs

0
Member Avatar univsocal100 (< 20) Submitted: 9/17/2013 2:57:55 PM : Outperform Start Price: $32.93 UBNT Score: +15.70

New product is shipping and promises cost effective wifi in dense or campus areas.

UBNT is a candidate for purchase by CISCO.

Recs

0
Member Avatar Etirado (34.97) Submitted: 8/12/2013 10:46:55 AM : Outperform Start Price: $16.56 UBNT Score: +134.13

(Z)

Results 1 - 20 of 29 : 1 2 Next »

Featured Broker Partners


Advertisement