Uniti Group Climbs on $11 Price Target, Plans $500M–$1B Asset Sales

UNITUNIT

Raymond James raised Uniti Group’s price target to $11, implying 41.46% upside from $7.78. Uniti beat 2025 pro forma guidance with $3.79 billion revenue and $1.54 billion EBITDA while planning $500 million–$1 billion non-core asset sales to cut debt and boost EBITDA by $100 million.

1. Price Target and Upside

Uniti Group’s price target was raised to $11 from approximately $7.78, implying a 41.46% upside. This reflects analyst confidence in the company’s merger synergies and future cash flow growth.

2. 2025 Pro Forma Results

The company surpassed its 2025 guidance by delivering $3.79 billion in revenue and $1.54 billion in EBITDA, driven by strong demand for mission-critical fiber networks and realized operational efficiencies.

3. Asset Sales and Debt Reduction

Management plans to divest $500 million to $1 billion of non-core assets to strengthen the balance sheet. Proceeds are expected to reduce debt and potentially increase EBITDA by up to $100 million.

4. Fiber Expansion Strategy

Uniti is accelerating its fiber optic network build-out to capture growing telecommunications demand. Expansion projects are aimed at enhancing coverage and driving long-term recurring revenue.

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