Uniti Group (UNIT)
NASDAQCommunication ServicesReit - SpecialtySnapshot 2026-09-04
$10.170.00%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesReit - SpecialtySnapshot 2026-09-04
Research Workspace
Put UNIT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted EBITDA of $1.425 to $1.475 billion in 2026: FY26 EBITDA guidance ~$1.34B vs $1.43B target.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 22%, softest on share dilution.
View QualityManagement screens weak on earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskUniti Group's growth in fiber-to-the-home build has to keep compounding to justify the price. Revenue grew 10% year over year, but the last quarter missed expectations. It trades at 0.7× price-to-sales versus a 1.2× peer median, indicating the price reflects less growth than forecast. If UNIT cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 37% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. UNIT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering UNIT (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for UNIT in the last 4 months.
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Compare UNIT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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|---|---|---|---|---|---|
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communication Services (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put UNIT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Manage net loss within guidance of $480 to $530 million
Safety concerns may increase costs and affect net loss management.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $10.17
The last 12 months of price, then the range of analyst 12-month targets from today’s $10.17.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Expand fiber-to-the-home build to pass 3.5 million homes by end of 2029
Strategic focus on fiber growth aligns with expansion goals.
Advances: Expand fiber-to-the-home build to pass 3.5 million homes by end of 2029
Growth in fiber gains supports home expansion objective.
Execution risks could hinder revenue and EBITDA growth.
Advances: Achieve 2026 revenue guidance of $3,605 to $3,655 million
Expansion supports revenue growth objectives.