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
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 | -71.4% |
| Our one-year growth estimate | diamond | 2.2% |
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 2026-11-04.
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 73.7 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 2026-11-04 · Compared with 8 industry peers
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: More new fiber customers and homes built support the plan to reach 3.5 million homes by 2029.
Supportive ifA later quarter reports at least 38,000 consumer fiber net adds and at least 141,000 premises built.
Worry ifA later quarter reports fewer than 38,000 consumer fiber net adds or fewer than 141,000 premises built.
Why it matters: Uniti raised $1.1 billion through fiber-backed notes and plans a balanced mix of debt and asset sales. Track how it uses the cash.
Worry ifA filing or release says the proceeds paid down debt. It reports no new asset sale or debt deal that adds to the company’s obligations.
Less concerning ifA filing or release shows more debt raised without a stated debt paydown. Or, a planned asset sale offer expires with no reported result.
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 | ±$199 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $443 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,196 loss on $10,000 · 62.0% | 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.