Why Ubiquiti Stock Just Sank

Ubiquiti stock fell 2.6% despite beating Wall Street's Q4 fiscal 2026 earnings and sales estimates, with adjusted EPS of $4.73 versus expected $4.03 and revenue of $937.3M versus expected $850.5M. The company also announced a 25% dividend increase. However, investors focused on the sequential decline in gross margin to 46.2% from 47%, driven by higher component and shipping costs, raising concerns about sustained margin pressure.