Uniti Group: The Fiber Buildout Is Creating A New Earnings Engine

Uniti Group Inc. is positioned to benefit from accelerating fiber demand, integrating Kinetic broadband and Fiber Infrastructure for multiple recurring revenue streams. Kinetic delivered record net fiber additions and penetration, while Fiber Infrastructure achieved record bookings, signaling growing demand and monetization potential. I assign UNIT a speculative 'Buy' rating, targeting $13–$16 per share if execution on penetration, EBITDA growth, and capital efficiency continue.