Uniti Group Inc (Delaware)

UNIT · NASDAQ

$5.51+$0.07 (+1.29%)TodayMarket closed · Oct 20, 6:11 PM ET

Prev close $5.44

UNIT analyst rating

HoldConsensus of 6 analysts over the last 12 months. 17% rate it a buy.

Strong buy0
Buy1
Hold5
Underperform0
Sell0

12-month price target · 10 analysts

Average $11.04 (+100.3% upside)

Low: $7.57
Now: $5.51
High: $16.80

Upgrades and downgrades

The latest rating actions, newest first

UNIT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Jul 31, 2026	Maintains	Neutral	$12.00 → $11.00	50%
TD Cowen	Jul 31, 2026	Maintains	Buy	$12.00 → $11.00	22%
Barclays	Jul 1, 2026	Maintains	Equal-Weight	$11.00 → $13.00	32%
Citigroup	May 19, 2026	Maintains	Neutral	$9.00 → $11.75	59%
TD Cowen	May 12, 2026	Maintains	Buy	$10.00 → $12.00	22%
JP Morgan	May 12, 2026	Maintains	Neutral	$8.00 → $12.00	50%
Wells Fargo	May 12, 2026	Maintains	Equal-Weight	$8.00 → $9.00	0%
Barclays	Apr 16, 2026	Maintains	Equal-Weight	$8.00 → $11.00	32%
RBC Capital	Apr 13, 2026	Maintains	Sector Perform	$6.50 → $7.50	39%
Citigroup	Mar 9, 2026	Maintains	Neutral	$8.80 → $9.00	59%

The case for and against

Updated Feb 19, 2025

Bull case

Uniti Group is poised for growth following its merger with Windstream, which will expand its fiber network to a total of 217,000 route miles and enhance its customer base to 4.3 million households and 150,000 commercial buildings. The company has demonstrated strong financial performance, with UnitiFiber revenue increasing by $5.4 million year-over-year to $77 million and adjusted EBITDA rising to 6.2x, exceeding targets and reflecting strong operational efficiency. Management's upward revision of revenue guidance to $1,167 million, driven by confidence in hyperscaler demand and robust activity in various verticals, further supports a positive financial outlook for the combined entity.

Bear case

Uniti Group faces a negative outlook primarily due to the lowered guidance for annualized funds from operations (AFFO) per share, which was adjusted to a midpoint of $1.37 from a previous $1.40, reflecting the impact of increased debt issuance. Furthermore, the company's heavy reliance on Windstream for revenue raises concerns about credit agency assessments and the potential challenges arising from the upcoming merger, particularly in the context of macroeconomic conditions that may affect capital availability and costs. Additionally, limited management equity ownership could hinder investor confidence in alignment of interests, while the anticipated shift towards residential telecom services introduces competitive risks in less populated markets.

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