Summary

• Uniti Group (UNIT) has stabilized itself a bit, following a merger and shift toward fiber Internet service.
• Consumer fiber growth continues, but there is a big opportunity in AI hyperscalers.
• UNIT is aggressively building out to expand fiber to homes and prepare infrastructure for AI inferencing.
• Already indebted, this increases their balance of debt, making execution very important and voiding near-term hopes that this telecom will pay a dividend.

Uniti Group (UNIT) recently announced its Q1 2026 results. I've covered this stock a few times. I was never impressed. I can't say that's changed. But, there might be seeds of hope. I'll explain why.

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