Earnings · UNIT
UNIT

UNIT Earnings Preview

Uniti Group Inc. · Real Estate · $3B

14d until earnings

UNIT Earnings

Tuesday, May 05 2026
Revenue Estimate
$929M
Current Price
$11.06

Our Position

bullish

Fiber Player Funds 2026 Buildout, Launches FastWaves

structured data est. revisions rising (+300.3pp / 30d)

Uniti is solving a real problem — telecom infrastructure vendors need both the balance sheet and the speed to execute. The $960.1 million financing removes a funding constraint, and FastWaves' three-week delivery model (versus implied prior multi-week timelines) shifts Uniti from order taker to bottleneck solution. This could drive market share gains in the wholesale optical space, where carriers are racing to feed hyperscaler demand.

Watch: Track whether FastWaves wins new carrier contracts in Q2–Q3 2026 and if Uniti guides up on fiber deployment pace. The 2031 note maturity also means watching refinancing conditions — tight credit markets could force Uniti to defend its balance sheet gains in 2027–2028.

Data Signal Summary

1 bullish
2 bearish
Estimates up +6% Price downtrend Insider selling

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
2.4
Est. Revisions (30d)
+5.5% 0up/0dn
Analyst Target (mean)
$8 $6–$11 -23%
Options P/C Ratio
1.18
Est. Dispersion
95% 7 analysts

Recent Activity

insider trades 51 transactions
Other · BRUCE SCOTT G (Director) ·34,420 shares
Award · BULLINGTON PAUL (Chief Financial Officer) ·18,902 shares
Award · FRILOUX MICHAEL (Chief Technology Officer) ·11,968 shares
Award · GUNDERMAN KENNETH A (Chief Executive Officer) ·66,740 shares
Award · HEARD DANIEL L. (General Counsel) ·14,729 shares
46 more
Award · BLACK TRAVIS ·24,845 shr
Award · BULLINGTON PAUL ·91,484 shr
Award · HARROBIN JOHN ·170,031 shr
Award · FRILOUX MICHAEL ·37,478 shr
Award · GUNDERMAN KENNETH A ·191,382 shr
Award · HEARD DANIEL L. ·54,037 shr
Award · NATALE JOSEPH M ·19,876 shr
Award · DUNBAR RANDOLPH ·21,118 shr
Award · MCLAUGHLIN MARY ·22,671 shr
Award · FRANTZ FRANCIS X ·22,050 shr
Award · SUNU PAUL H ·18,634 shr
Award · ZEITZ HAROLD A ·19,876 shr
Award · BRUCE SCOTT G ·22,050 shr
Award · PEREZ-CARLTON CARMEN ·21,429 shr
Award · BLACK TRAVIS ·78,311 shr
Award · BULLINGTON PAUL ·488,019 shr
Award · HARROBIN JOHN ·370,550 shr
Award · FRILOUX MICHAEL ·348,962 shr
Award · NATALE JOSEPH M ·31,351 shr
Award · DUNBAR RANDOLPH ·32,557 shr
Award · MCLAUGHLIN MARY ·34,064 shr
Award · FRANTZ FRANCIS X ·351,942 shr
Award · SUNU PAUL H ·30,145 shr
Award · ZEITZ HAROLD A ·33,972 shr
Award · GUNDERMAN KENNETH A ·1,868,287 shr
Award · HEARD DANIEL L. ·409,224 shr
Award · BRUCE SCOTT G ·128,016 shr
Award · PEREZ-CARLTON CARMEN ·101,077 shr
Other · ZEITZ HAROLD A ·54,348 shr
Other · BLACK TRAVIS ·27,216 shr
Other · BULLINGTON PAUL ·133,415 shr
Other · FRILOUX MICHAEL ·54,655 shr
Other · FRANTZ FRANCIS X ·32,609 shr
Other · GUNDERMAN KENNETH A ·279,099 shr
Other · HEARD DANIEL L. ·67,267 shr
Sell · PEREZ-CARLTON CARMEN ·7,500 shr ·$58,575
Other · MUDRY RONALD J ·48,981 shr
Other · PEREZ-CARLTON CARMEN ·34,873 shr
Sell · MUDRY RONALD J ·28,693 shr ·$113,050
Other · BLACK TRAVIS ·20,576 shr
Other · BLACK TRAVIS ·30,864 shr
Other · BULLINGTON PAUL ·385,802 shr
Other · FRILOUX MICHAEL ·385,802 shr
Other · GUNDERMAN KENNETH A ·1,311,728 shr
Other · HEARD DANIEL L. ·331,790 shr
Other · MUDRY RONALD J ·308,642 shr
analyst ratings 2 ratings
Barclays →Equal-Weight 4d ago
RBC Capital →Sector Perform 7d ago

Explore more

full analysis → Our calls → Earnings calendar →

Other Upcoming Earnings

RTX RTX Earnings today BA BA Earnings tomorrow TSLA TSLA Earnings tomorrow LMT LMT Earnings 2d INTC INTC Earnings 2d
See all upcoming earnings →