Uniti Group Inc. Stock 12‑Month Price Target Cut to $10.54, Implies 30% Upside

Uniti (UNIT) held its Q2 2026 earnings call, saying demand was strong across categories and highlighting growth in fiber revenue. The company reported total fiber revenue up 10% year over year and Fiber Infrastructure fiber revenue up 6%. Uniti raised its 2026 outlook for new fiber homes to 475,000 to 525,000 and said managed services attachment rose, with 16% of new bookings including it.

Uniti Group (NASDAQ:UNIT) reported Q2 earnings call highlights, citing two large wave sales totaling 96,400 400-gigabit waves and a waves sales funnel of about 1.3 petabytes, according to management. Kinetic added 141,000 homes passed and 38,000 net subscribers. Uniti raised 2026 fiber homes-passed target and guidance, while expecting low-single-digit fiber ARPU declines in Q3.

Uniti Group Inc. on Thursday reported a second quarter loss of $155.9 million, compared to a loss of $10.7 million in the second quarter of 2025. On a per-share basis, the Little Rock-based communications real estate investment trust said it had a loss of 68 cents. The results fell short of Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for a loss of 43 cents per share.

Uniti Group (UNIT) reported a wider Q2 net loss of $171.6 million, or -$0.68 per share, versus $10.7 million and -$0.07 a year earlier. Revenues rose to $909.7 million, while costs increased to $877.5 million. The company raised FY26 guidance, including revenue to $3.63B-$3.68B and net loss to $530M-$480M. Shares fell 3.18% to $10.04.

Uniti Group Inc. (UNIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Press Release Release date: July 30, 2026 Uniti Group Inc. Reports Second Quarter 2026 Results Record Level of New Bookings at Fiber Infrastructure Updates Full Year 2026 Outlook • Net Loss of $155.9 Million for the Second Quarter • Consolidated Revenue and Adjusted

Uniti Group Inc. said its subsidiary Kinetic ABS Issuer LLC priced a $1.14 billion secured fiber network revenue term notes offering. The notes include $805.21 million 5.834% Series 2026-2 Class A-2, $134.2 million 6.224% Class B, and $201.3 million 7.536% Class C, with a weighted average coupon of ~6.180% and repayment expected in June 2033. The deal is expected to close July 15, 2026, and proceeds will be used for general corporate purposes, including debt repayment.