Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Uniti Group (UNIT)
NASDAQCommunication ServicesReit - SpecialtySnapshot 2026-11-04
$5.45+7.71%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesReit - SpecialtySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for UNIT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve adjusted EBITDA of $1.425 to $1.475 billion in 2026 | The company targets adjusted EBITDA near $1.45 billion. | Broken | Adjusted EBITDA falls below $1.425 billion in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 4 of last 4 quarters. Adjusted EBITDA increased from $237.8 million in 2025-Q1 to $357.1 million in 2026-Q2. Management raised full year 2026 adjusted EBITDA guidance from $1,425-$1,475 million to $1,450-$1,500 million in 2026-Q2. The trajectory is delivering growth aligned with guidance. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
UNIT is a higher-risk growth and execution story, not a steady compounder. Its long-term thesis is intact, while the recent signal has turned cautious after an earnings miss and management execution has been volatile.
The evidence describes UNIT as cheap versus peers, with a negative expectations gap, meaning current expectations appear below the model’s view. That assessment has low confidence, and the snapshot does not establish what the market specifically assumes about future results.
Near term, revenue and adjusted EBITDA are growing, and management raised both 2026 guidance ranges in the second quarter. Net-loss guidance has widened, however, and the recent earnings miss plus elevated risk of another miss make execution uncertain. The sector backdrop is a headwind.
The multi-year thesis depends on UNIT continuing to deliver its 2026 revenue and adjusted EBITDA goals while managing losses. A guidance cut on the next call would be a meaningful negative. Fed rate cuts and continued strong results from major Communication Services companies could provide a more supportive backdrop.
For the next 1 to 3 years, the setup pairs a cheap-versus-peers valuation with growth progress, but confidence is limited by volatile execution, elevated near-term risk, and sector headwinds. The thesis remains intact, yet the next guidance update is an important test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Manage net loss within $400 to $450 million in 2026 | It manages net loss within $400 to $450 million. | Broken | Net loss exceeds $450 million in 2026 | Net income: $-155.9M FY2026-Q2; GAAP. Published target: net loss between $400 million and $450 million. Annual target cannot be compared with a quarterly or TTM observation. Jul 30, 2026-155,900,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve 2026 revenue of $3.6 to $3.65 billion | A primary condition in Uniti Group's published investment case. The stated target is >= $3.605 billion. | Intact | Annual revenue falls below $3.6 billion in 2026 | Revenue: $909.7M FY2026-Q2; GAAP. Published target: >= $3.605 billion. Annual target cannot be compared with a quarterly or TTM observation. Jul 30, 2026909,700,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.62 → $-2.21 · observed estimates
$3.63B → $3.63B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.62 | $3,628,330,240 | 8 / 8 |
| 2026-07-25 | $-1.62 | $3,628,330,240 | 8 / 8 |
| 2026-07-26 | $-1.75 | $3,627,579,067 | 6 / 6 |
| 2026-07-27 | $-1.62 | $3,628,330,240 | 8 / 8 |
| 2026-07-28 | $-1.62 | $3,628,330,240 | 8 / 8 |
| 2026-07-29 | $-1.62 | $3,628,330,240 | 8 / 8 |
| 2026-07-30 | $-1.78 | $3,622,849,628 | 6 / 6 |
| 2026-07-31 | $-1.93 | $3,624,773,045 | 6 / 6 |
| 2026-08-01 | $-1.93 | $3,624,773,045 | 6 / 6 |
| 2026-08-02 | $-1.95 | $3,626,108,200 | 8 / 8 |
| 2026-08-03 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-04 | $-1.95 | $3,626,108,200 | 8 / 8 |
| 2026-08-05 | $-1.95 | $3,626,070,700 | 8 / 8 |
| 2026-08-06 | $-1.95 | $3,626,070,700 | 8 / 8 |
| 2026-08-08 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-09 | $-1.95 | $3,626,070,700 | 8 / 8 |
| 2026-08-10 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-12 | $-1.95 | $3,626,070,700 | 8 / 8 |
| 2026-08-13 | $-1.95 | $3,626,070,700 | 8 / 8 |
| 2026-08-14 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-15 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-16 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-17 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-18 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-19 | $-2.06 | $3,623,603,188 | 6 / 6 |
| 2026-08-20 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-21 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-22 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-23 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-24 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-25 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-26 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-27 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-28 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-29 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-30 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-08-31 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-01 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-02 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-03 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-04 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-05 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-06 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-07 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-08 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-09 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-10 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-11 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-12 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-13 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-14 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-15 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-16 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-17 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-18 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-19 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-20 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-21 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-22 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-23 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-24 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-25 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-26 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-27 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-28 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-29 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-09-30 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-01 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-02 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-03 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-04 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-05 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-06 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-07 | $-2.11 | $3,631,434,114 | 6 / 6 |
| 2026-10-08 | $-2.23 | $3,631,434,114 | 6 / 6 |
| 2026-10-09 | $-2.23 | $3,631,434,114 | 6 / 6 |
| 2026-10-10 | $-2.23 | $3,631,434,114 | 6 / 6 |
| 2026-10-11 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-12 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-13 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-14 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-15 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-16 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-17 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-18 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-19 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-20 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-21 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-22 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-23 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-24 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-25 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-26 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-27 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-28 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-29 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-30 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-10-31 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-11-01 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-11-02 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-11-03 | $-2.21 | $3,628,006,467 | 6 / 6 |
| 2026-11-04 | $-2.21 | $3,628,006,467 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.