$UI Ubiquiti Tape Reports
Per Ticker.id: $UI Ubiquiti Tape Reports — 6 podcast mentions across 1 podcast (30 days), latest 2026-08-17 23:16 UTC.
And we also reported a great quarter last month with 81% revenue growth, 78% earnings growth. Now, I wish I had a firmer grasp on the science of spintronics, but when I see these numbers, it's hard not to be cautiously optimistic, if not just optimistic. Well, this is another speculative stock. It's one that's quite probable given the earnings growth. It's not that expensive, selling for 38 times last year's numbers. Remember, given the earnings growth. Just keep in mind, it's a high-risk, high-reward situation. Finally, last week, Jim in California asked about Ubiquiti. That's a company that makes network equipment with a bit of a sordid history. Ubiquiti stock has been roaring over the past couple of years thanks to the data center boom, climbing from just over $100 in late 2023 to an all-time high of just under $1,100 in April of this year. That's the kind of run we're looking for. The last thing in these gains came in a few months after Ubiquiti had once again come under fire when the investigative journalism slash short seller outfit Hunterbrook Media claimed the company's products were being heavily used by the Russian military on the front lines in Ukraine. They won't sell their stuff directly to the Russians, but it's getting there anyway. Personally, it doesn't sit right with me, but buyers kept piling into Ubiquiti until reports of a truly heinous quarter in early May that sent the stock from over $1,000 to under $600 in just a matter of days. Since then, trading sideways. We don't know when they plan to report their next quarter. Hasn't been announced yet, but it's been more than 3 months, so it could happen very soon. Overall, I'm not going to stick my neck out for these guys. There are much easier ways to bet on networking equipment than Ubiquiti companies that are low drama with much less headline risk. Cisco sure comes to mind. They pulled— they had a great quarter and then they kind of were tepid in guidance. The stock came down. I like it. Here's the bottom line. Looking at our recent homework items, let's see. I think NV Corporation interesting for speculation. Establishment Labs could have something going for it, although I'm not an expert. Axial Services— Service Holdings is one that I'd sell on the strength.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17Well, MakeMyTrip and Ubiquiti just don't seem worth the risk to me when there are much better companies in both spaces. Mad Money is back after the break.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17And we also reported a great quarter last month with 81% revenue growth, 78% earnings growth. Now, I wish I had a firmer grasp on the science of spintronics, but when I see these numbers, it's hard not to be cautiously optimistic, if not just optimistic. Well, this is another speculative stock. It's one that's quite probable given the earnings growth. It's not that expensive, selling for 38 times last year's numbers. Remember, given the earnings growth. Just keep in mind, it's a high-risk, high-reward situation. Finally, last week, Jim in California asked about Ubiquiti. That's a company that makes network equipment with a bit of a sordid history. Ubiquiti stock had been roaring over the past couple of years thanks to the data center boom, climbing from just over $100 in late 2023 to an all-time high of just under $1,100 in April of this year. That's the kind of run we're looking for. The last thing in these gains came in a few months after Ubiquiti had once again come under fire when the investigative journalism slash short seller outfit Hunterbrook Media claimed the company's products were being heavily used by the Russian military on the front lines in Ukraine. They won't sell their stuff directly to the Russians, but it's getting there anyway. Personally, it doesn't sit right with me, but buyers kept piling into Ubiquiti until reports of a truly heinous quarter in early May that sent the stock from over $1,000 to under $600 in just a matter of days. Since then, trading sideways. We don't know when they plan to report their next quarter. Hasn't been announced yet, but it's been more than 3 months, so it could happen very soon. Overall, I'm not going to stick my neck out for these guys. There are much easier ways to bet on networking equipment than Ubiquiti, companies that are low drama with much less headline risk. Cisco sure comes to mind. They pulled— they had a great quarter and then they kind of were tepid in guides. The stock came down. I like it. Here's the bottom line. Looking at our recent homework items, let's see. I think NV Corporation interesting for speculation. Establishment Labs could have something going for it, although I'm not an expert. Axial Services— Service Holdings is one that I'd sell on the strength.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17Well, MakeMyTrip and Ubiquiti just don't seem worth the risk to me when there are much better companies in both spaces. Mad Money is back after the break.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17Hello, Kramer. This is Jim from Oakland, California. I'm a shareholder in Ubiquiti. Yeah, I'm a shareholder in Ubiquiti, stock ticker UI. The stock's been pretty rocky this year. What are your thoughts on this tech company.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13I don't know why Ubiquiti is like that, and I'm gonna have to huddle with Ben Stoto and come back to you because I don't know what's driving that stock right now. Let's go to Sam in Massachusetts.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13