UI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03
Fiyat $587.42
Piyasa Değeri (MRQ) $35.55B
P/E (TTM) 37.1
Hisse Başına Kâr (TTM) $15.85
Gelir (TTM) $3.27B
Temettü Verimi 0.55%
ROE (TTM) 91.1%
D/E Borç/Özsermaye 0.0
52 Haftlık Aralık $500–$1100

UI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04
aralık
çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Ubiquiti Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

05 · wikidata

Ubiquiti Inc. (formerly Ubiquiti Networks, Inc.) is an American technology company founded in San Jose, California, in 2003. Now based in New York City, Ubiquiti manufactures and sells wireless data communication and wired products for enterprises and homes under multiple brand names. On October 13, 2011, Ubiquiti had its initial public offering (IPO) at 7.04 million shares, at $15 per share, raising $30.5 million.

Products

Ubiquiti's first product line was its "Super Range" mini-PCI radio card series, which was followed by other wireless products.

The company's Xtreme Range (XR) cards operated on non-standard IEEE 802.11 bands, which reduced the impact of congestion in the 2.4 GHz and 5.8 GHz bands. In August 2007 a group of Italian amateur radio operators set a distance world record for point-to-point links in the 5.8 GHz spectrum. Using two XR5 cards and a pair of 35 dBi dish antennas, the Italian team was able to establish a 304 km (about 188 mi) link at data rates between 4 and 5 Mbit/s.

The company (under its "Ubiquiti Labs" brand) also manufactures a home-oriented wireless mesh network router and access point combination device, as a consumer-level product called AmpliFi.

Brands

Ubiquiti product lines include UniFi, AmpliFi, EdgeMax, UISP, airMAX, airFiber, GigaBeam, and UFiber.

Their most well known product line is UniFi which is focused on home, prosumer, business wired and wireless networking in addition to IP cameras, physical access control systems, and VoIP phones. The EdgeMax product line is dedicated to wired networking, containing only routers and switches. UISP, announced in 2020, is a range of products for internet service providers.

airMAX is a product line dedicated to creating point-to-point (PtP) and point-to-multi-point (PtMP) links between networks. airFiber and UFiber are used by wireless and fiber Internet service providers (ISP) respectively.

Software products

Ubiquiti develops a variety of software controllers for their various products including access points, routers, switches, cameras, and locks. These controllers manage all connected devices and provide a single point for configuration and administration. The software is included as part of UniFi OS, an operating system that runs on devices called UniFi OS Consoles (UniFi Dream Machine, Dream Wall, Dream Router, Cloud Key).

The UniFi Network controller can alternatively be installed on Linux, FreeBSD, macOS, or Windows, while the other applications included with UniFi OS such as UniFi Protect and UniFi Access must be installed on a UniFi OS Console device.

WiFiman is an internet speed test and network analyzer tool that is integrated into most Ubiquiti products. It has mobile apps and a web version.

Security issues

U-Boot configuration extraction

In 2013, a security issue was discovered in the version of the U-Boot boot loader shipped on Ubiquiti's devices. It was possible to extract the plaintext configuration from the device without leaving a trace using Trivial File Transfer Protocol (TFTP) and an Ethernet cable, revealing information such as passwords.

While the issue is fixed in current versions of Ubiquiti hardware, despite many requests and acknowledgment that they are using GPL-protected application, Ubiquiti refused to provide the source code for the GNU General Public License (GPL)-licensed U-Boot. This made it impractical for Ubiquiti's customers to fix the issue. The GPL-licensed code was released eventually.

Upatre Trojan

It was reported by online reporter Brian Krebs, on June 15, 2015, that "Recently, researchers at the Fujitsu Security Operations Center in Warrington, UK began tracking [the] Upatre [trojan software] being served from hundreds of compromised home routers – particularly routers powered by MikroTik and Ubiquiti's airOS".

Bryan Campbell of the Fujitsu Security Operations Center in Warrington, UK was reported as saying: "We have seen literally hundreds of wireless access points and routers connected in relation to this botnet, usually AirOS ... The consistency in which the botnet is communicating with compromised routers in relation to both distribution and communication leads us to believe known vulnerabilities are being exploited in the firmware which allows this to occur."

2021 alleged data breach and lawsuit

In January 2021, a potential data breach of cloud accounts was reported, with customer credentials having potentially been exposed to an unauthorized third party.

In March 2021 security blogger Brian Krebs reported that a whistleblower disclosed that Ubiquiti's January statement downplayed the extent of the data breach in an effort to protect the company's stock price. Furthermore, the whistleblower claimed that the company's response to the breach put the security of its customers at risk. Ubiquiti responded to Krebs's reporting in a blog post, stating that the attacker "never claimed to have accessed any customer information" and "unsuccessfully attempted to extort the company by threatening to release stolen source code and specific IT credentials." Ubiquiti further wrote that they "believe that customer data was not the target of, or otherwise accessed in connection with, the incident."

On December 1, 2021, the United States Attorney for the Southern District of New York charged a former high-level employee of Ubiquiti for data theft and wire fraud, alleging that the "data breach" was in fact an inside job aimed at extorting millions of dollars from the company. The indictment also claimed that the employee caused further damage "by causing the publication of misleading news articles about the company's handling of the breach that he perpetrated, which were followed by a significant drop in the company's share price associated with the loss of billions of dollars in its market capitalization." The Verge reported that the indictment shed new light on the supposed breach and appeared to back up Ubiquiti's statement that no customer data was compromised.

In March 2022, Ubiquiti filed a lawsuit against Brian Krebs, alleging defamation for his reporting on their security issues. Both parties resolved their dispute outside the court in September 2022.

Other

In 2015, Ubiquiti revealed that it lost $46.7 million when its finance department was tricked into sending money to someone posing as an employee.

Legal difficulties

United States sanctions against Iran

In March 2014, Ubiquiti agreed to pay $504,225 to the Office of Foreign Assets Control after it allegedly violated U.S. sanctions against Iran.

Open-source licensing compliance

In 2015, Ubiquiti was accused of violating the terms of the GNU General Public License (GPL) for open-source code used in their products. The original source of the complaint updated their website on May 24, 2017, when the issue was resolved. In 2019, Ubiquiti was reported as again being in violation of the GPL.

Ukraine human rights lawsuit

In August 2026, DiCello Levitt filed a human rights lawsuit against Ubiquiti on behalf of Ukrainian civilians and families, alleging that the company's networking technology helped power Russian battlefield communications used in drone attacks against civilians in Ukraine.

Russo-Ukrainian War

In January 2024, the United States Department of Justice blocked an exploit that Russian Military Unit 26165 had been using on compromised Ubiquiti Edge OS routers as part of a cyber campaign against the United States and its allies, including Ukraine.

In July 2025, Zvezda published videos from the Russian Ministry of Defense of the 25th Combined Arms Army troops installing UISP Litebeam 5AC wireless communication systems. The Russian Ministry of Defence stated the wireless technologies significantly increased the efficiency of unit management in the Russo-Ukrainian war (2022–present).

In October 2025, Russia-1 shared footage of troops of the 36th Guards Combined Arms Army unboxing a Ubiquiti Litebeam, and climbing a telecommunications pole with a Ubiquiti product in Donetsk People's Republic.

Another October 2025 article from TASS, reported 200 signal troops were involved in communication exercises in the Saint Petersburg region. A signalman can be seen logging into and using Ubiquiti's airOS operating system.

On January 27, 2026, Hunterbrook, a short seller of Ubiquiti stock, published an article outlining Russia's allegedly large-scale deployment of Ubiquiti products to the frontlines of the Russo-Ukrainian war. Hunterbrook alleges that Ubiquiti violates sanction law by not taking action to disrupt the distribution of its products to the Russian Armed Forces.

In February 2026, the Ukrainian 68th Jaeger Brigade shared footage of Ubiquiti antennaes being used by the Russian army in the Pokrovsk direction.

On March 27, 2026 the dissident group Pussy Riot protested at Ubiquiti's headquarters in New York, protesting against Ubiquiti to stop the use of their products assisting Russian military's communications. The group wore ski masks and held a sign that said "UBIQUITI POWERS RUSSIAN WAR CRIMES". Spokesperson Nadya Tolokonnikova presented footage of Ubiquiti products and step-by-step guides from Russian military telegram channels as well as list of demands.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

sektörCommunications endüstriCommunications çalışanlar1.818 ülkeUS

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06
Gelir$3.27B
2017-06-30 → 2026-06-30
Hisse Başına Kâr$15.85
2017-06-30 → 2026-06-30
Serbest Nakit Akışı$909M
2017-06-30 → 2026-06-30
Net kar marjı29.3%
2017-06-30 → 2026-06-30
Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik 5 Yıllık trend UI 5Y ort. Akran Ortalaması Sonuç
P/E (TTM) 37.15Y ort. ≈32.1 ≈32.1 34.0 Adil değer
F/S (TTM) 10.95Y ort. ≈7.7 ≈7.7 8.5 Daha pahalı
F/D (MRQ) 24.75Y ort. ≈4.3 ≈4.3 10.9 Aşırı değerli
EV / EBITDA 29.05Y ort. ≈25.4 ≈25.4 35.3 Düşük değerli
Fiyat / Serbest Nakit Akışı (TTM) 39.15Y ort. ≈14.0 ≈14.0 · ·
Fiyat / Nakit Akışı (TTM) 38.35Y ort. ≈11.5 ≈11.5 32.5 Aşırı değerli
EV / Revenue (EV / Gelir) 10.75Y ort. ≈7.9 ≈7.9 · ·
EV / FCF 38.45Y ort. ≈13.3 ≈13.3 · ·
Fiyat / Maddi Defter Değeri (MRQ) 24.75Y ort. ≈52.3 ≈52.3 · ·
PEG Ratio (PEG Oranı) ≈3.7 · · ·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

13
Temettü Verimi0.55%
Temettü Ödeme Oranı20.2%
Yıllıklaştırılmış Ödeme≈$4.00Üç Aylık Ödeme
5 Yıllık Temettü CAGR≈14.9%Hisse başına, bölünmeye göre ayarlanmış
Büyüme Serisi≈1Ardışık temettü büyüme yılları
Ex-tarihiMiktarPara BirimiTemettü Verimi
Ağu 31, 2026$1,00USD≈0.58%
May 18, 2026$0,80USD≈0.53%
Şub 17, 2026$0,80USD≈0.43%
Kas 17, 2025$0,80USD≈0.52%
Eyl 2, 2025$0,80USD≈0.49%
May 19, 2025$0,60USD≈0.56%
Şub 18, 2025$0,60USD≈0.71%
Kas 18, 2024$0,60USD≈0.72%
Eyl 3, 2024$0,60USD≈1.2%
May 17, 2024$0,60USD≈1.6%
Şub 16, 2024$0,60USD≈1.9%
Kas 10, 2023$0,60USD≈2.2%
Eyl 1, 2023$0,60USD≈1.4%
May 12, 2023$0,60USD≈1.4%
Şub 10, 2023$0,60USD≈0.86%
Kas 10, 2022$0,60USD≈0.81%
Eyl 2, 2022$0,60USD≈0.79%
May 13, 2022$0,60USD≈1.0%
Şub 11, 2022$0,60USD≈0.92%
Kas 12, 2021$0,60USD≈0.65%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14
Ort. Sürpriz 22.1%
Sonraki Rapor Kas 05, 2026
DönemRaporEPS GerçekEPS TahminSürpriz
31 Aralık 2026 Ağu 21, 2026 $4.73 $4.15 13.9%
30 Haziran 2026 $4.73 $4.15 13.9%
31 Mart 2026 $3.88 $4.42 -12.2%
31 Aralık 2025 $3.88 $3.17 22.5%
30 Eylül 2025 $3.46 $3.01 14.8%
30 Haziran 2025 $3.54 $2.30 54.1%
31 Mart 2025 $3.00 $2.03 47.8%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15
Gelir Tablosu 17
Metrik Eğilim 202620252024202320222021202020192018201720162015
Revenue $3.27B$2.57B$1.93B$1.94B$1.69B$1.90B$1.28B$1.16B$1.02B$865M$666M$596M
Cost of Revenue $1.76B$1.46B$1.19B$1.18B$1.02B$986M$676M$624M$573M$470M$342M$334M
Gross Profit $1.51B$1.12B$740M$761M$670M$912M$608M$538M$444M$396M$325M$262M
R&D Expense $204M$170M$160M$145M$138M$116M$89M$82M$74M$69M$58M$55M
SG&A Expense $122M$111M$81M$71M$70M$54M$41M$43M$43M$37M$33M$22M
Operating Expenses $326M$281M$241M$216M$208M$170M$130M$143M$117M$106M$83M$115M
Operating Income $1.19B$836M$499M$545M$462M$743M$478M$394M$326M$290M$242M$147M
Interest Income $200.0K·····$1M$3M····
Other Non-op $-2M$-31M$-75M$-58M$-18M$-15M$-28M$-13M$-12M$-5M$-2M$-1M
Pretax Income $1.18B$806M$424M$486M$444M$728M$450M$381M$314M$285M$240M$146M
Income Tax $223M$94M$74M$79M$66M$111M$70M$59M$118M$28M$26M$16M
Net Income $960M$712M$350M$408M$379M$617M$380M$323M$196M$258M$214M$130M
EPS (Basic) $15.87$11.77$5.79$6.75$6.14$9.79$5.81$4.52$2.54$3.16$2.53$1.47
EPS (Diluted) $15.85$11.76$5.79$6.74$6.13$9.78$5.80$4.51$2.51$3.09$2.49$1.45
Shares (Basic) 60,510,00060,480,00060,454,00060,435,00061,689,00062,991,00065,427,00071,435,00077,179,00081,478,00084,402,00088,008,000
Shares (Diluted) 60,570,00060,534,00060,458,00060,451,00061,723,00063,052,00065,514,00071,602,00078,331,00083,252,00085,784,00089,569,000
EBITDA $1.20B$858M$518M$561M$476M$755M$486M$402M$333M$297M$248M$152M
Bilanço 31
Metrik Eğilim 202620252024202320222021202020192018201720162015
Cash & Equivalents $523M$150M$126M$115M$136M$249M$143M$238M$667M$604M$551M$446M
Short-term Investments $89M$0$0$109.0K$427.0K$1M$925.0K$70M$0···
Receivables $302M$245M$169M$168M$120M$172M$142M$156M$175M$141M$83M$66M
Inventory $780M$675M$462M$737M$262M$234M$286M$264M$102M$142M$57M$37M
Prepaid Expense $68M$56M$35M$22M$13M$17M$9M$14M$19M$9M$7M$8M
Other Current Assets ··········$7M$6M
Current Assets $1.83B$1.17B$916M$1.17B$622M$694M$587M$754M$1.00B$952M$728M$581M
PP&E (Net) $76M$73M$81M$87M$80M$79M$79M$14M$14M$13M$13M$16M
PP&E (Gross) $175M$160M$160M$154M$144M$131M$121M$49M$42M$35M$28M$25M
Accum. Depreciation $99M$86M$79M$67M$64M$52M$42M$35M$28M$22M$15M$10M
Intangibles $2M$3M$4M$6M$7M$9M$3M$3M$460.0K$437.0K$616.0K$575.0K
Other Non-current Assets $68M$67M$74M$71M$72M$72M$43M$74M$4M$2M$2M$2M
Total Assets $2.20B$1.47B$1.15B$1.41B$845M$891M$737M$876M$1.02B$973M$747M$601M
Accounts Payable $432M$165M$51M$154M$84M$112M$156M$39M$14M$49M$52M$44M
Accrued Liabilities ·······$84M$69M$33M$27M$15M
Short-term Debt $0$250M$37M$37M$24M$24M$24M$31M$24M$15M$11M$10M
Current Liabilities $627M$711M$285M$352M$311M$276M$264M$179M$113M$98M$91M$70M
Capital Leases $65M$35M$37M$46M$54M$32M$19M$0····
Deferred Tax $349.0K$334.0K$492.0K$226.0K$0·······
Other Non-current Liabilities $41M$26M$13M$8M$6M$9M$6M$8M$6M$3M··
Total Liabilities $758M$798M$1.06B$1.52B$1.23B$888M$1.03B$777M$707M$371M$307M$178M
Long-term Debt ·$250M$708M$1.08B$469M$494M$655M$498M$488M$257M$204M$98M
Total Debt $0$250M$706M$1.08B$786M$491M$653M$495M$485M$257M$204M$98M
Common Stock $61.0K$61.0K$60.0K$60.0K$60.0K$63.0K$64.0K$69.0K$74.0K$80.0K$82.0K$87.0K
Paid-in Capital $22M$17M$11M$5M$650.0K$0$447.0K$0$393.0K$525.0K$0$0
Retained Earnings $1.42B$651M$84M$-121M$-383M$3M$-296M$99M$315M$601M$440M$422M
Treasury Stock ···········$0
AOCI $-4.0K$0·$0$-474.0K$1.0K$9.0K$393.0K$0···
Stockholders' Equity $1.44B$668M$95M$-116M$-383M$3M$-295M$99M$316M$602M$440M$422M
Liabilities + Equity $2.20B$1.47B$1.15B$1.41B$845M$891M$737M$876M$1.02B$973M$747M$601M
Shares Outstanding 60,522,09160,492,10560,462,53960,441,89660,420,52562,582,85863,687,89169,472,56874,072,52180,275,96581,667,12987,413,777
Nakit Akışı 17
Metrik Eğilim 202620252024202320222021202020192018201720162015
D&A $19M$22M$19M$16M$14M$12M$8M$8M$7M$7M$6M$5M
Stock-based Comp $7M$7M$6M$5M$4M$3M$3M$3M$3M$3M$4M$5M
Deferred Tax $-36M$-72M$-12M$-17M$-2M$-674.0K$-1M$262.0K$2M$-938.0K$-1M$-909.0K
Amort. of Intangibles $900.0K$2M$2M$2M········
Other Non-cash $-22M$-29M$178M$-557M$-24M$-19M$71M$-74M$123M$-155M$-25M$-4M
Operating Cash Flow $929M$640M$542M$-145M$370M$612M$460M$259M$332M$112M$198M$135M
CapEx $20M$13M$12M$21M$13M$18M$31M$52M$9M$7M$6M$13M
Investing Cash Flow $-109M$-13M$-12M$-21M$-11M$-19M$70M$-158M$-9M$-7M$-6M$-13M
Debt Issued ·········$0$0$100M
Net Debt Issued ·········$-11M$-10M$25M
Stock Repurchased ··$0$0$618M$220M$700M$468M$445M$105M$194M·
Net Stock Activity ··$0$0$-618M$-220M$-700M$-468M$-445M···
Dividends Paid $194M$145M$145M$145M$148M$101M$79M$71M$0$0$0$15M
Financing Cash Flow $-447M$-604M$-518M$145M$-472M$-486M$-625M$-530M$-260M$-52M$-87M$-23M
Net Change in Cash $373M$23M$12M$-21M$-113M$107M$-96M$-429M$62M$53M$105M$99M
Taxes Paid $290M$177M$109M$110M$78M$140M$75M$42M$10M$26M$19M$13M
Free Cash Flow $909M$627M$530M$-166M$357M$594M$430M$250M$323M$105M$191M$122M
Kârlılık 8
Metrik Eğilim 202620252024202320222021202020192018201720162015
Gross Margin 46.2%43.4%38.4%39.2%39.6%48.1%47.3%46.3%43.6%45.7%48.7%44.0%
Operating Margin 36.2%32.5%25.9%28.1%27.3%39.1%37.2%33.9%32.1%33.5%36.3%24.6%
Net Margin 29.3%27.7%18.1%21.0%22.4%32.5%29.6%27.8%19.3%29.8%32.1%21.8%
Pretax Margin 36.1%31.3%22.0%25.1%26.3%38.3%35.0%32.8%30.9%32.9%36.0%24.5%
EBITDA Margin 36.8%33.4%26.9%28.9%28.1%39.8%37.8%34.6%32.8%34.3%37.3%25.5%
ROA 52.4%54.3%27.3%36.2%43.6%75.7%47.1%34.0%19.7%29.9%31.7%24.1%
ROE 78.2%148.5%578.8%-271.6%-105.5%-2144.3%-116.8%224.6%65.2%49.4%49.5%34.2%
ROIC 66.8%80.5%51.4%47.4%97.6%127.5%113.1%56.1%25.5%30.5%33.5%25.1%
Likidite ve Solventlik 4
Metrik Eğilim 202620252024202320222021202020192018201720162015
Current Ratio 2.91.73.23.32.02.52.24.28.99.78.08.3
Quick Ratio 1.50.61.00.80.81.51.12.67.47.67.07.3
Debt / Equity 0.00.47.4-9.3-2.1181.9-2.25.01.50.40.50.2
LT Debt / Equity ·0.07.0-9.0-2.0173.0-2.14.71.50.40.40.2
Verimlilik 3
Metrik Eğilim 202620252024202320222021202020192018201720162015
Asset Turnover 1.82.01.51.71.92.31.61.21.01.01.01.1
Inventory Turnover 2.42.62.02.44.13.82.53.44.74.77.38.0
Receivables Turnover 12.012.411.413.511.612.18.67.06.57.79.09.9
Hisse Başına 7
Metrik Eğilim 202620252024202320222021202020192018201720162015
Book Value / Share $23.80$11.05$1.57$-1.91$-6.34$0.04$-4.64$1.43$4.26$7.50$5.39$4.83
Revenue / Share $54.06$42.51$31.90$32.10$27.41$30.10$19.61$16.22$12.98$10.39$7.77$6.65
Cash Flow / Share $15.33$10.57$8.96$-2.41$6.00$9.71$7.03$3.62$4.24$1.35$2.30$1.50
Cash / Share $8.63$2.48$2.09$1.90$2.25$3.99$2.24$3.43$9.00$7.53$6.75$5.11
Dividend / Share ·········$0.00$0.00$0.17
Dividend Paid / Share $3.20$2.40$2.40$2.40$2.40$1.60$1.20$1.00····
EPS (TTM) $15.85$11.76$5.79$6.74$6.13$9.78$5.80$4.51$2.51$3.09$2.49$1.45
Büyüme Oranları 10
Metrik Eğilim 202620252024202320222021202020192018201720162015
Revenue YoY 27.2%33.5%-0.62%14.7%-10.9%47.8%······
Revenue CAGR 3Y 19.1%15.0%0.53%14.7%········
Revenue CAGR 5Y 11.5%14.9%··········
EPS YoY 34.8%103.1%-14.1%10.0%-37.3%68.6%······
EPS CAGR 3Y 33.0%24.3%-16.0%5.1%········
EPS CAGR 5Y 10.1%15.2%··········
Net Income YoY 34.9%103.4%-14.1%7.6%-38.6%62.1%······
Net Income CAGR 3Y 33.1%23.4%-17.2%2.3%········
Net Income CAGR 5Y 9.3%13.4%··········
Dividends Paid CAGR 5Y 13.9%13.0%··········
Değerleme (TTM) 17
Metrik Eğilim 202620252024202320222021202020192018201720162015
Revenue TTM $3.27B$2.57B$1.93B$1.94B$1.69B$1.90B$1.28B$1.16B$1.02B$865M$666M$596M
Net Income TTM $960M$712M$350M$408M$379M$617M$380M$323M$196M$258M$214M$130M
Market Cap $32.32B$24.90B$8.81B$10.62B$15.00B$19.54B$11.12B$9.14B$6.28B$4.17B$3.16B$2.79B
Enterprise Value $31.71B$25.00B$9.39B$11.59B$15.65B$19.78B$11.63B$9.32B$6.09B$3.82B$2.81B$2.44B
P/E 33.735.025.226.140.531.930.129.233.816.815.522.0
P/S 9.99.74.65.58.910.38.77.96.24.84.74.7
P/B 22.437.392.6-91.8-39.27238.9-37.692.019.96.97.26.6
P / Tangible Book 22.537.496.9·········
P / Cash Flow 34.838.916.3-73.040.531.924.235.218.937.216.020.7
P / FCF 35.639.716.6-63.942.032.925.936.619.439.816.522.9
EV / EBITDA 26.329.118.120.732.926.223.923.218.312.911.316.1
EV / FCF 34.939.817.7-69.643.933.327.137.418.936.514.720.0
EV / Revenue 9.79.74.96.09.210.49.18.06.04.44.24.1
Dividend Yield 0.60%0.58%1.7%1.4%0.99%0.52%0.71%0.78%0.00%0.00%0.00%0.54%
Earnings Yield 3.0%2.9%4.0%3.8%2.5%3.1%3.3%3.4%3.0%5.9%6.4%4.5%
Payout Ratio 20.2%20.4%41.5%35.6%39.1%16.4%20.7%22.1%·0.00%0.00%11.6%
Annual Payout $194M$145M$145M$145M$148M$101M$79M$71M$0$0$0$15M

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16
Metrik 2026-06-302025-06-302024-06-302023-06-302022-06-30
Gelir $3.27B $2.57B $1.93B $1.94B $1.69B
Brüt Kâr Marjı % 46.2% 43.4% 38.4% 39.2% 39.6%
Faaliyet Kâr Marjı % 36.2% 32.5% 25.9% 28.1% 27.3%
Net Gelir $960M $712M $350M $408M $379M
Seyreltilmiş Hisse Başı Kâr $15.85 $11.76 $5.79 $6.74 $6.13

Kurumsal Sahipler (13F) 372 dosya · $1.6B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 372
Tutulan Değer $1.6B
Yeni pozisyonlar 58
Çıkan pozisyonlar 84
Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
58 (-38 önceki Ç'ye göre) 84 (+43 önceki Ç'ye göre) 98 (-24 önceki Ç'ye göre) 140 (+41 önceki Ç'ye göre) +230K

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
BlackRock, Inc. $163.010.141 305.245 10,14% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $105.921.646 198.344 6,59% Hisse senetleri
SW Investment Management LLC $74.764.200 140.000 4,65% Hisse senetleri
Capital World Investors $60.793.441 113.839 3,78% Hisse senetleri
STATE STREET CORP $54.291.092 101.663 3,38% Hisse senetleri
VANGUARD GROUP INC $53.643.410 96.943 3,34% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $48.837.044 91.450 3,04% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $39.547.778 74.029 2,46% Hisse senetleri
GOLDMAN SACHS GROUP INC $37.114.895 69.500 2,31% Hisse senetleri
MORGAN STANLEY $36.829.621 68.963 2,29% Hisse senetleri
AQR CAPITAL MANAGEMENT LLC $36.032.209 67.472 2,24% Hisse senetleri
Invesco Ltd. $35.330.906 66.159 2,20% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $34.716.222 65.008 2,16% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $31.565.762 50.364 1,96% Hisse senetleri
Bank of New York Mellon Corp $30.085.641 56.337 1,87% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $27.772.230 52.005 1,73% Hisse senetleri
Walleye Capital LLC $27.412.828 51.332 1,70% Hisse senetleri
JPMORGAN CHASE & CO $26.315.710 48.222 1,64% Hisse senetleri
Qube Research & Technologies Ltd $24.812.102 46.462 1,54% Hisse senetleri
NORGES BANK $24.268.459 45.444 1,51% Hisse senetleri
FIRST TRUST ADVISORS LP $22.535.007 42.198 1,40% Hisse senetleri
Gotham Asset Management, LLC $21.729.147 40.689 1,35% Hisse senetleri
FEDERATED HERMES, INC. $21.017.819 39.357 1,31% Hisse senetleri
Capital Impact Advisors, LLC $20.029.863 37.507 1,25% Hisse senetleri
CANADA PENSION PLAN INVESTMENT BOARD $19.139.635 35.840 1,19% Hisse senetleri
LONG WALK MANAGEMENT LP $18.441.124 34.532 1,15% Hisse senetleri
CITIGROUP INC $18.050.213 33.800 1,12% Hisse senetleri
BANK OF AMERICA CORP /DE/ $17.646.624 33.044 1,10% Hisse senetleri
UBS Group AG $17.248.101 32.298 1,07% Hisse senetleri
NORTHERN TRUST CORP $15.679.121 29.360 0,98% Hisse senetleri
BARCLAYS PLC $15.374.190 28.789 0,96% Hisse senetleri
LOGAN CAPITAL MANAGEMENT INC $13.966.487 26.153 0,87% Hisse senetleri
CITADEL ADVISORS LLC $13.508.289 25.295 0,84% Hisse senetleri
DEUTSCHE BANK AG\ $12.832.207 24.029 0,80% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $12.817.788 24.002 0,80% Hisse senetleri
Quantinno Capital Management LP $10.793.875 20.212 0,67% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $10.601.030 19.851 0,66% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $10.565.784 19.785 0,66% Hisse senetleri
SALEM INVESTMENT COUNSELORS INC $10.344.937 18.228 0,64% Hisse senetleri
Point72 Asset Management, L.P. $10.007.722 18.740 0,62% Hisse senetleri
LOS ANGELES CAPITAL MANAGEMENT LLC $9.386.646 17.577 0,58% Hisse senetleri
Legal & General Group Plc $8.866.528 16.602 0,55% Hisse senetleri
FRANKLIN RESOURCES INC $8.652.354 16.202 0,54% Hisse senetleri
Squarepoint Ops LLC $8.339.412 15.616 0,52% Hisse senetleri
ROYAL BANK OF CANADA $8.015.000 15.007 0,50% Hisse senetleri
TUDOR INVESTMENT CORP ET AL $7.748.241 14.509 0,48% Hisse senetleri
OPPENHEIMER & CO INC $7.409.132 13.874 0,46% Hisse senetleri
NAVELLIER & ASSOCIATES INC $7.006.490 13.120 0,44% Hisse senetleri
MATHER GROUP, LLC. $6.409.116 11.293 0,40% Hisse senetleri
RHUMBLINE ADVISERS $5.866.291 10.985 0,36% Hisse senetleri

Tüm 372 kurumsal sahibi göster →

Şirket yöneticileri 15 içeriden öğrenenler · 7 yöneticiler · 10 yönetim kurulu üyeleri

19
İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Robert J Pera CHIEF EXECUTIVE OFFICER 28 Ağustos 2017 S 56.278.181 0 0 $0
Craig L Foster CHIEF FINANCIAL OFFICER 04 Mart 2015 M 26.069 0 0 $0
John Ritchie Chief Financial Officer 10 Mayıs 2012 F 250.590 0 0 $0
Kevin Radigan CHIEF ACCOUNTING OFFICER 18 Ağustos 2026 A 2.866 0 2 $-542.068
Benjamin Moore VP BUSINESS DEVELOPMENT 29 Ağustos 2018 S 673.206 0 0 $0
John Sanford Chief Technology Officer 17 Haziran 2014 S 280.545 0 0 $0
Jessica Zhou General Counsel & VP 03 Eylül 2013 S 104.439 0 0 $0
Ronald Sege Yönetim kurulu üyesi 06 Eylül 2022 M 0 0 0 $0
Rafael Torres Yönetim kurulu üyesi 11 Kasım 2016 S 10.000 0 0 $0
Steven R Altman Yönetim kurulu üyesi 04 Şubat 2014 A 82.920 0 0 $0
Charles James Fitzgerald JR Yönetim kurulu üyesi 11 Eylül 2013 S 4.764.079 0 0 $0
Peter Y Chung Yönetim kurulu üyesi 11 Eylül 2013 S 4.764.079 0 0 $0
Robert M Van Buskirk Yönetim kurulu üyesi 03 Eylül 2013 S 29.169 0 0 $0
John L Ocampo Yönetim kurulu üyesi 28 Kasım 2012 M 349.500 0 0 $0
J. William Gurley Yönetim kurulu üyesi 07 Ağustos 2012 A 25.000 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 40 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
IYZ · iShares Trust 2,34% 53.165 SH 11 Eylül 2026 Günlük
COWG · Pacer Funds Trust 0,69% 27.594 NS 31 Temmuz 2026 N-PORT
TDVI · First Trust Exchange-Traded Fund IV 0,53% 4.958 NS 31 Temmuz 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,48% 6.627 SH 23 Ekim 2026 Günlük
TRFK · Pacer Funds Trust 0,42% 7.288 NS 31 Temmuz 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,29% 2.358 NS 31 Temmuz 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 2.351 NS 31 Temmuz 2026 N-PORT
XPND · First Trust Exchange-Traded Fund VI… 0,26% 174 NS 31 Ağustos 2026 N-PORT
IDGT · iShares Trust 0,23% 2.218 SH 11 Eylül 2026 Günlük
MMLG · First Trust Exchange-Traded Fund VI… 0,19% 300 NS 31 Ağustos 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,18% 6.685 SH 19 Ağustos 2026 Günlük
LRND · New York Life Investments ETF Trust 0,15% 1.087 NS 31 Temmuz 2026 N-PORT
ACVF · ETF Opportunities Trust 0,15% 402 NS 31 Temmuz 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,14% 1.204 SH 19 Ağustos 2026 Günlük
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 5.988 NS 31 Temmuz 2026 N-PORT
AFLG · First Trust Exchange-Traded Fund VI… 0,13% 1.627 NS 31 Ağustos 2026 N-PORT
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 87 NS 31 Temmuz 2026 N-PORT
IWP · iShares Trust 0,07% 23.888 SH 11 Eylül 2026 Günlük
WRND · New York Life Investments ETF Trust 0,05% 10 NS 31 Temmuz 2026 N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 5.711 NS 31 Temmuz 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,03% 48.649 SH 19 Ağustos 2026 Günlük
PRFZ · Invesco Exchange-Traded Fund Trust 0,03% 1.327 SH 23 Ekim 2026 Günlük
VFMF · VANGUARD WELLINGTON FUND 0,02% 282 SH 19 Ağustos 2026 Günlük
IWR · iShares Trust 0,02% 17.627 SH 11 Eylül 2026 Günlük
VONG · VANGUARD SCOTTSDALE FUNDS 0,01% 6.768 SH 19 Ağustos 2026 Günlük
VEGN · ETF Series Solutions 0,01% 24 NS 31 Temmuz 2026 N-PORT
IWF · iShares Trust 0,01% 15.979 SH 11 Eylül 2026 Günlük
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 525 SH 23 Ekim 2026 Günlük
HLAL · Listed Funds Trust 0,01% 96 NS 31 Ağustos 2026 N-PORT
RECS · Columbia ETF Trust I 0,01% 584 NS 31 Temmuz 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,00% 412 NS 31 Temmuz 2026 N-PORT
ITOT · iShares Trust 0,00% 5.962 SH 11 Eylül 2026 Günlük
IYY · iShares Trust 0,00% 185 SH 11 Eylül 2026 Günlük
IWB · iShares Trust 0,00% 2.935 SH 11 Eylül 2026 Günlük
IWV · iShares Trust 0,00% 1.084 SH 11 Eylül 2026 Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 3.356 SH 19 Ağustos 2026 Günlük
VONE · VANGUARD SCOTTSDALE FUNDS 0,00% 690 SH 19 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 363 SH 19 Ağustos 2026 Günlük
ESGV · VANGUARD WORLD FUND 0,00% 967 SH 19 Ağustos 2026 Günlük
MNZL · EA Series Trust 0,00% 1 NS 31 Temmuz 2026 N-PORT

UI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21
derecelendirme · 11 analist SAT
Medyan hedef $734.50 +25,0%
0 0,0% Güçlü Al
1 9,1% Al
3 27,3% Tut
4 36,4% Sat
3 27,3% Güçlü Sat

12 Aylık Fiyat Hedefi

2 analist · 2026-10-22

Ortalama hedef $734.50 +25,0%

Şimdi Mevcut fiyat $587.42
Düşük$489.00 Ortalama$734.50 Yüksek$980.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
UI $32.32B 33.7 27.2% 29.3% 78.2% 46.2%
CSCO $450.51B 34.3 11.8% 20.9% 27.1% 64.5%
ANET $164.64B 47.6 28.6% 39.0% 30.2% 64.1%
MSI $63.52B 30.1 8.0% 18.4% 104.7% 51.7%
LITE $72.38B -8.8 83.2% -230.1% -252.6% 41.7%
CIEN $26.78B 223.4 18.8% 2.6% 4.5% 42.0%
FFIV $18.64B 27.4 9.7% 22.4% 20.1% 81.4%
VIAV $11.76B -366.4 40.0% -2.0% -2.7% 57.7%
VSAT $6.25B -183.2 2.7% -0.73% -0.74% ·
AAOI $2.61B -54.5 82.8% -8.4% -6.6% 30.0%
ONDS $3.72B -15.7 605.3% -260.7% -57.0% 39.7%

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kaynak: SEC 10-K dosyalandı Ağu 21, 2026