Ubiquiti vs Garmin
Ubiquiti and Garmin are the two companies featured on this page. This comparison examines business models, financial performance, and market context to help readers understand how each organisation approaches growth, innovation, and competitive positioning. The tone remains neutral and accessible, designed for informed consideration. Educational content, not financial advice.
Ubiquiti and Garmin are the two companies featured on this page. This comparison examines business models, financial performance, and market context to help readers understand how each organisation ap...
Why It's Moving
Shares firm after fresh analyst upgrade and recent strong quarterly beat keep momentum intact
- Analyst upgrade: Zacks Research upgraded Ubiquiti to a โStrong Buyโ this week, lifting investor sentiment and reinforcing confidence in the stockโs near-term outlook.[1]
- Earnings carryover: The companyโs November-quarter results (reported in early November) showed an EPS beat and healthy margins, and those fundamentals remain the primary driver as investors reprice expectations for revenue and profit durability.[1]
- Mixed street views but higher consensus: Despite some divergent analyst ratings, recent revisions have pushed the average oneโyear target and buy-side coverage higher, signaling that upgradesโnot new operational newsโare the proximate cause of this weekโs moves.[3][1]
Garmin eyes breakout momentum on military deal and ex-dividend boost amid post-Q3 recovery.
- Secured contract to upgrade Brazilian UH-60L Black Hawk helicopters with G5000H flight decks, opening doors to additional military partnerships.
- Launched inReach Mini 3 Plus satellite communicator and fฤnix 8 Pro MicroLED smartwatch, expanding appeal in fitness and adventure wearables.
- Longbow Research upgraded to 'buy' on December 3 with $250 target, highlighting strong operational metrics in a recovering tech sector.
Shares firm after fresh analyst upgrade and recent strong quarterly beat keep momentum intact
- Analyst upgrade: Zacks Research upgraded Ubiquiti to a โStrong Buyโ this week, lifting investor sentiment and reinforcing confidence in the stockโs near-term outlook.[1]
- Earnings carryover: The companyโs November-quarter results (reported in early November) showed an EPS beat and healthy margins, and those fundamentals remain the primary driver as investors reprice expectations for revenue and profit durability.[1]
- Mixed street views but higher consensus: Despite some divergent analyst ratings, recent revisions have pushed the average oneโyear target and buy-side coverage higher, signaling that upgradesโnot new operational newsโare the proximate cause of this weekโs moves.[3][1]
Garmin eyes breakout momentum on military deal and ex-dividend boost amid post-Q3 recovery.
- Secured contract to upgrade Brazilian UH-60L Black Hawk helicopters with G5000H flight decks, opening doors to additional military partnerships.
- Launched inReach Mini 3 Plus satellite communicator and fฤnix 8 Pro MicroLED smartwatch, expanding appeal in fitness and adventure wearables.
- Longbow Research upgraded to 'buy' on December 3 with $250 target, highlighting strong operational metrics in a recovering tech sector.
Which Baskets Do They Appear In?
Powering AT&T's 5G Expansion
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.
Published: August 28, 2025
Explore BasketPower & Control Portfolio
These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Powering AT&T's 5G Expansion
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.
Published: August 28, 2025
Explore BasketPower & Control Portfolio
These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.
Published: June 17, 2025
Explore BasketInvestment Analysis
Ubiquiti
UI
Pros
- Ubiquiti's revenue grew significantly by 33.45% to $2.57 billion in 2025, showing strong top-line growth.
- Net income more than doubled, increasing by 103.43% to $711.92 million, indicating strong profitability improvement.
- The company develops diversified networking technology platforms targeting service providers, enterprises, and consumers globally.
Considerations
- Despite recent strong performance, Ubiquiti's share price faces bearish analyst price targets indicating potential downside of over 30%.
- The stock currently trades at a very high P/E ratio above 60, suggesting a potentially stretched valuation.
- There is notable volatility with a high beta of 1.44, and some recent downward sentiment despite year-to-date gains over 100%.
Garmin
GRMN
Pros
- Garmin has a well-established global brand in GPS navigation, wearable technology, and fitness tracking, supporting steady demand.
- The company diversifies across consumer, aviation, marine, and automotive segments, reducing reliance on a single market.
- Garmin maintains strong recurring revenue streams from software and service subscriptions linked to its hardware devices.
Considerations
- Garmin faces increasing competition in wearables and consumer electronics from tech giants impacting growth potential.
- The company is exposed to cyclical downturns in discretionary spending which can affect sales in key segments.
- Garmin's growth rate has moderated compared to peers, raising concerns about sustaining long-term expansion momentum.
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