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UbiquitiASE Technology

Ubiquiti vs ASE Technology

This page compares Ubiquiti and ASE Technology, examining their business models, financial performance, and market context to help readers understand how they operate in the stock market. The analysis...

Why It's Moving

Ubiquiti

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

  • Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
  • GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
  • Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.
Sentiment:
🐃Bullish
ASE Technology

Institutional Investors Pile into ASE Technology Amid Semiconductor Surge

  • Ninety One North America boosted its ASE stake by 82.3% in Q3, adding over 224,000 shares to reach $5.51 million, reflecting strong institutional conviction in ASE's back-end manufacturing prowess.
  • Stock price rose 10% in the past week to around $19.41 as of January 16, driven by sector tailwinds in high-bandwidth memory and AI applications that boost demand for ASE's testing services.
  • Analysts upgraded ratings with a consensus Buy, underscoring ASE's strategic positioning in the expanding semiconductor supply chain despite upcoming Q4 earnings on February 5.
Sentiment:
🐃Bullish

Investment Analysis

Ubiquiti

Pros

  • Ubiquiti's revenue increased by 33.45% in 2025 to $2.57 billion, showing strong top-line growth.
  • Net income more than doubled in 2025, rising by 103.43% to $711.92 million, indicating improved profitability.
  • The company generates robust free cash flow, with $621.9 million trailing twelve months, supporting financial flexibility.

Considerations

  • The stock currently trades at a high forward P/E ratio of about 63.7, which may indicate overvaluation risk.
  • Analyst price targets imply a significant downside potential of approximately 30% from current levels, reflecting cautious sentiment.
  • Recent stock price volatility and a recent 5.2% dip suggest possible shifting investor sentiment or correction risk.
ASE Technology

Pros

  • ASE Technology is a leading semiconductor assembly and testing provider with diversified operations across packaging, testing, and EMS segments.
  • The company serves major semiconductor markets globally, including substantial revenue from U.S. customers, diversifying geographic risk.
  • It maintains a reasonable valuation with a normalized P/E around 24 and a manageable price-to-book ratio near 2.38.

Considerations

  • ASE Technology has a relatively low quick ratio of 0.76, indicating potential liquidity constraints in the short term.
  • The company operates in the highly cyclical semiconductor industry, exposing it to demand volatility and technological shifts.
  • Competitive pressure in semiconductor packaging and testing could impact margins and growth if ASE fails to innovate effectively.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

ASE Technology (ASX) Next Earnings Date

ASE Technology Holding Co., Ltd. (ASX), the semiconductor services provider, has its next earnings date estimated for February 12, 2026, aligning with the consensus from multiple financial calendars based on historical patterns. This report will cover the fourth quarter of 2025 (period ending December 2025). Note that some sources suggest minor variations around early February, but February 12 reflects the most consistent projection as of now.

Which Baskets Do They Appear In?

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