BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>UI reported fiscal first quarter (September) results in line with our expectations as strength in enterprise continues to more than offset stalled service provider segment revenue.   </li>
<li>Ubiquiti reported fiscal first quarter revenue of $550.3 million compared to our estimate of $553.0 million. The miss was related to the service provider segment that continues to stagnant.   </li>
<li>We are adjusting our fiscal 2025 estimates and introducing fiscal 2026 forecast. The gross margin reported for Q1 is the biggest contributor to our estimate change for this year. </li>
</ul>


UI reported fiscal first quarter (September) results in line with our expectations as strength in enterprise continues to more than offset stalled service provider segment revenue.   
Ubiquiti reported fiscal first quarter revenue of $550.3 million compared to our estimate of $553.0 million. The miss was related to the service provider segment that continues to stagnant.   
We are adjusting our fiscal 2025 estimates and introducing fiscal 2026 forecast. The gross margin reported for Q1 is the biggest contributor to our estimate change for this year. 


Ubiquiti Inc.

UI: Better than 2021, PT to $385