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
QuarterlyIQ Insights · UNIT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -37.1% |
| Our one-year growth estimate | diamond | 2.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 39.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 13 industry peers · Company calendar date is not available
UNIT — earnings miss
Dated 2026-07-30
Results of Operations and Financial Condition On July 30, 2026, Uniti Group Inc. (the “Company”) issued a press release announcing the Company’s results for its fiscal quarter ended June 30, 2026. A copy of the Company’s press release is attached to this Current Report on Form 8-K as Exhibit 99.1 and is incorporated herein solely for purposes of this
Why it matters: Going above this number shows strong demand. It means success in fiber expansion.
Supportive ifQ3 consumer fiber net adds reported above 38,000.
Worry ifQ3 consumer fiber net adds reported below 38,000.
Why it matters: Completing these offers can improve liquidity and reduce debt. This is key for financial stability.
Supportive ifThe asset sale will close by August 20, 2026.
Worry ifAsset sale offers fail to close by the deadline.
Why it matters: Hitting this target shows strong operations. It gives investors confidence in profits.
Supportive ifAdjusted EBITDA for Q3 is reported at or above $1,450 million.
Worry ifAdjusted EBITDA for Q3 falls below $1,425 million.
Why it matters: Staying in this range shows good cost control. It helps build investor trust.
Supportive ifNet loss for Q3 reported within the range of $480 to $530 million.
Worry ifNet loss for Q3 reported outside the range of $480 to $530 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$162 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $401 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,729 loss on $10,000 · 27.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Hitting this growth target shows strong demand. It backs up management's revenue plans.
Supportive ifQ3 consolidated fiber revenue growth of 10% or more year over year.
Worry ifQ3 consolidated fiber revenue growth of less than 10% year over year.
Why it matters: This will show if demand for Uniti's services is weakening. A drop below 10% could signal issues in maintaining growth.
Worry ifQ3 revenue growth reported below 10% year over year.
Less concerning ifQ3 revenue growth reported at or above 10% year over year.
Why it matters: Lawsuit results can affect financial health and investor trust.
Worry ifA good outcome or settlement of lawsuits can lower financial risks.
Less concerning ifBad news in lawsuits can raise financial risks or costs.
Why it matters: Tracking revenue is key to meeting the 2026 target of $3,605 to $3,655 million.
Supportive ifQ2 revenue was over $900 million. This shows good progress toward the yearly goal.
Worry ifQ2 revenue was under $850 million. This shows problems in reaching the yearly goal.
Why it matters: Managing the net loss within $400 to $450 million is critical for financial health.
Worry ifQ2 net loss was $400 million or less. This shows good cost management.
Less concerning ifQ2 net loss was over $450 million. This shows financial stress.
Why it matters: A bigger net loss shows financial problems. This might lower investor confidence.
Worry ifNet loss reported exceeding $530 million for 2026.
Less concerning ifNet loss reported at or below $530 million for 2026.
Why it matters: If margins drop, it may mean costs are rising or there are inefficiencies. This can hurt profits.
Worry ifThe EBITDA margin is below 39%.
Less concerning ifAdjusted EBITDA margin is at or above 39%.
Why it matters: Reaching this goal is important for Uniti's growth. It also builds investor trust.
Supportive ifRevenue for Q2 2026 is reported at $900 million or more.
Worry ifRevenue for Q2 2026 is reported below $900 million.