| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 74 | 2.2x | 17.8x | Top tier | |
Growth | 94 | 199.7% | 7.1% | Top tier | |
Quality | 23 | 3.1% | 4.5% | Bottom tier | |
Safety | 11 | 8.4x | 2.6x | Bottom tier | |
Capital Return | 47 | 9.93% | 2.12% | Around median | |
Momentum | 72 | 53.1% | 2.9% | Top tier | |
Sentiment | 75 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Uniti Group Inc. is a fiber infrastructure provider that combines Fiber Infrastructure, Kinetic, and Uniti Solutions. Fiber Infrastructure generates revenue from dark fiber, lit capacity, and Waves packages, including contracts that typically extend from 10 to 20 years for new builds and dark fiber, while lit Waves contracts generally range from 3 to 5 years. Kinetic sells fiber-to-the-home and wholesale services, while Uniti Solutions provides strategic and managed services alongside legacy copper and TDM operations that the company is working to reduce.
In quarter 2 of fiscal year 2026, revenue reported in the EDGAR filings totaled approximately $909.7 million, and the company recorded a net loss of $155.9 million and a loss per share of $0.68; the data did not include a figure for gross profit or its margin. On a unified pro forma basis, revenue declined 5% and adjusted earnings before interest, taxes, depreciation, and amortization declined 10% year over year, driven by declines in Uniti Solutions and legacy copper and TDM services, despite 10% growth in total fiber revenue and growth of 10% and 20%, respectively, in Fiber Infrastructure revenue and adjusted earnings before interest, taxes, depreciation, and amortization.
The business mix showed an increasing shift toward fiber: Kinetic consumer fiber revenue grew 19% year over year, and Kinetic fiber-based revenue, including consumer and wholesale, grew 12%. Management expects unified fiscal year 2026 revenue of approximately $3.655 billion and adjusted earnings before interest, taxes, depreciation, and amortization of $1.475 billion, distributed at the guidance midpoints among $2.145 billion from Kinetic, $1 billion from Fiber Infrastructure, and $700 million from Uniti Solutions, with fiber expected to become the majority of revenue by the end of fiscal year 2026.
Automated analysis for informational purposes only — not investment advice.
Analyst consensus is neutral, with an average price target of $11.4 and a wide range from $9 to $13; the average is slightly below the 52-week range high of $12.938, while the highest target of $13 is close to it. No usable price-to-earnings ratio is available, so UNIT's valuation depends more heavily on achieving fiscal year 2026 guidance, shifting the revenue mix toward fiber, and the company's ability to fund unified net capital expenditures of approximately $1.525 billion, while quarterly losses and deal-timing volatility remain pressure factors.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Growth is being driven by the fiber business in Fiber Infrastructure and Kinetic, as total fiber revenue increased 10% year over year in quarter 2 of fiscal year 2026. Fiber Infrastructure recorded monthly recurring bookings of $2.2 million, approximately 30% above the previous record, while Kinetic consumer fiber revenue grew 19%. Kinetic also added approximately 141 thousand passings and 38 thousand net fiber subscribers during the quarter.
Uniti builds and leases dark fiber and lit capacity connecting data centers in tier 2 and tier 3 markets, where hyperscalers, neo-clouds, and superscalers require high bandwidth and low latency. In quarter 2 of fiscal year 2026, it sold a 20-terabit Waves package to a neo-cloud customer and another 18-terabit package to a superscaler customer. The Waves opportunity pipeline reached approximately 1.3 petabytes, while the company is targeting approximately $1.5 billion in construction revenue over the next several years and approximately $500 million in recurring revenue on top of those builds.
Management expects to end fiscal year 2026 with 2.33 million to 2.38 million fiber passings, increasing coverage of Kinetic's footprint to more than 50%. It is also targeting 675 thousand to 700 thousand fiber subscribers and consumer fiber revenue between $635 million and $655 million, representing growth of approximately 25% to 30% from the previous year. In quarter 2 of fiscal year 2026, the subscriber count reached 603 thousand and fiber penetration reached 29%, up 90 basis points year over year.
Unified pro forma revenue declined 5% and adjusted earnings before interest, taxes, depreciation, and amortization declined 10% year over year in quarter 2 of fiscal year 2026. Management attributed this primarily to the continued decline in Uniti Solutions and legacy copper and TDM services and expects Uniti Solutions revenue and earnings to contract at a mid-teens annual rate over the next several years. In contrast, Kinetic fiber-based revenue grew 12%, while Fiber Infrastructure revenue and adjusted earnings before interest, taxes, depreciation, and amortization grew 10% and 20%, respectively.
Fiber Infrastructure results depend partly on the timing of large dark fiber deals, and management warned on July 30, 2026 that some could shift from quarter 4 of fiscal year 2026 into early fiscal year 2027. The company also raised the midpoint of Kinetic's net capital expenditure by $100 million to approximately $1.27 billion and expects unified net capital expenditures of approximately $1.525 billion. In addition, Kinetic faces pressure on average revenue per user, which declined 2.6% in quarter 2, with a low-single-digit decline expected in quarter 3 before stabilizing and improving in quarter 4.
Analyst consensus is neutral, and the average price target is $11.4, with the lowest target at $9 and the highest at $13. The average target is slightly below the 52-week range high of $12.938, and the wide range of targets reveals differing assessments of the impact of fiber growth versus quarterly losses and high capital expenditures. No usable price-to-earnings ratio is available, despite earnings per share of $4.258600237247924 on a trailing twelve-month basis ending in fiscal year 2026, due to differences between annual and quarterly results, including a loss of $0.68 per share in quarter 2 of fiscal year 2026.
