Uniti Wholesale announces 2026 expansion with new data center on-ramps, route upgrades, and FastWaves™ service for faster optical capacity delivery.
Quiver AI Summary
Uniti Wholesale has announced significant advancements in its 2026 expansion plan, which includes the addition of new data center on-ramps, key route upgrades, and the introduction of FastWaves™, an optical capacity program that aims to reduce delivery times for 100G and 400G wavelength services to under three weeks on select routes. The expansion will involve significant capital investment, resulting in approximately 20 new data center connections and six route upgrades to enhance network capabilities. FastWaves™ will pre-deploy muxponders, enabling quicker delivery and offering market-competitive pricing along with strong service level agreements. This initiative is part of Uniti Wholesale's strategy to improve U.S. connectivity and cater to growing demands from enterprises and hyperscalers.
Potential Positives
- Uniti Wholesale is accelerating its 2026 expansion plan, which includes the addition of 20 new data center on-ramps and six major route upgrades, enhancing its network connectivity across critical U.S. data centers.
- The launch of FastWaves™, an optical capacity program, allows the company to reduce delivery intervals for high-capacity services (100G and 400G) to less than three weeks, which is a significant improvement for customers needing rapid scalability.
- The FastWaves program features aggressive pricing and robust service level agreements (SLAs), enhancing customer satisfaction and trust while ensuring reliable service delivery.
Potential Negatives
- The press release contains a substantial amount of forward-looking statements, which come with inherent risks and uncertainties that could lead to actual results differing materially from expectations, potentially suggesting a lack of guaranteed outcomes in their expansion initiatives.
- The mention of risks related to the company's indebtedness could indicate financial vulnerabilities that may affect operational flexibility and investment capabilities, casting doubt on their ambitious expansion plans.
- References to competition and overbuilding in consumer service areas may signal challenges in market position and growth, indicating potential difficulties in achieving their strategic objectives amidst a crowded marketplace.
FAQ
What is Uniti Wholesale's FastWaves program?
FastWaves is an optical capacity program that offers accelerated delivery of 100G and 400G wavelength services in less than three weeks.
When will the FastWaves orders begin?
FastWaves orders are set to begin in the first week of March 2026.
How many data center on-ramps is Uniti Wholesale adding in 2026?
Uniti Wholesale plans to add approximately 20 new data center on-ramps in 2026 as part of its expansion efforts.
What routes are included in Uniti Wholesale's network upgrades?
The network upgrades include routes such as Minneapolis–Chicago, Denver–Dallas, and Dallas Metro corridors.
How can customers track route availability for Uniti Wholesale?
Customers can view route availability and make quotes through the iconnect Route Creator tool available on Uniti's customer portal.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$UNIT Revenue
$UNIT had revenues of $300.7M in Q2 2025. This is an increase of 1.96% from the same period in the prior year.
You can track UNIT financials on Quiver Quantitative's UNIT stock page.
$UNIT Hedge Fund Activity
We have seen 130 institutional investors add shares of $UNIT stock to their portfolio, and 123 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 7,215,514 shares (+inf%) to their portfolio in Q3 2025, for an estimated $44,158,945
- VANGUARD GROUP INC added 6,494,001 shares (+38.9%) to their portfolio in Q4 2025, for an estimated $45,522,947
- MARSHALL WACE, LLP removed 2,991,433 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,307,569
- SEARCHLIGHT CAPITAL PARTNERS, L.P. added 2,273,504 shares (+inf%) to their portfolio in Q4 2025, for an estimated $15,937,263
- KING STREET CAPITAL MANAGEMENT, L.P. removed 1,993,256 shares (-44.4%) from their portfolio in Q4 2025, for an estimated $13,972,724
- DIAMETER CAPITAL PARTNERS LP added 1,500,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $10,515,000
- INVESCO LTD. added 1,377,755 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,431,860
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$UNIT Price Targets
Multiple analysts have issued price targets for $UNIT recently. We have seen 2 analysts offer price targets for $UNIT in the last 6 months, with a median target of $6.5.
Here are some recent targets:
- Caleb Stein from Wells Fargo set a target price of $7.0 on 11/07/2025
- Brendan Lynch from Barclays set a target price of $6.0 on 10/03/2025
Full Release
LITTLE ROCK, Ark., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Uniti Wholesale today announced accelerated progress on its 2026 expansion plan, including new data center on-ramps, key route upgrades, and the launch of FastWaves™—a pre-deployed optical capacity program designed to cut delivery intervals for 100G and 400G wavelength services to less than three weeks on select routes.
These initiatives expand the company’s reach to critical U.S. data centers while pairing faster turn-ups with market-aligned pricing and strong service assurance, reinforcing Uniti’s role as a trusted infrastructure partner to carriers, hyperscalers, and global enterprises.
Network Expansion
Uniti Wholesale is making a significant capital investment in 2026 to expand connectivity between the most important data centers in the U.S., with approximately 20 new data center on-ramps and six major route upgrades and new routes. This aligns with the company’s commitment to delivering best-in-class Wavelength services via its nationwide Intelligent Converged Network (ICON) network, designed for 10G, 100G, 400G and 800G speeds to meet the multiple-terabit demands of AI. Six initial data center projects are underway with many more to follow, targeted for completion this year:
- Austin, Texas (Data Foundry)
- El Segundo, Calif. (Equinix)
- Franklin, Tenn. (Flexential)
- Chandler, Ariz. (H5)
- McAllen, Texas (1547)
- Clifton, N.J. (DRT)
Route initiatives include upgrades or new builds on approximately six corridors, with three already in motion: Minneapolis–Chicago, Denver–Dallas, and Dallas Metro. These efforts complement Uniti Wholesale’s broader expansion to improve access to data center locations, international cable landing stations, and regional cloud hubs, with ongoing enhancements toward supporting 800G wave capability.
FastWaves™: Faster Delivery, Lower Cost
To meet surging demand for high-capacity transport, Uniti Wholesale is launching FastWaves to shrink delivery intervals. The company is pre-deploying muxponders to provide excess line-system capacity across its ICON network. This enables delivery of 100G and 400G waves in less than three weeks on select routes. Phase 1 will activate 40 high-demand routes and is targeted for completion by March 1. Phase 2 will add 15 more routes early in the second quarter, with further expansions coming online as capacity allows.
Customers gain complete visibility of route availability through the iconnect customer portal via the Route Creator tool, where they can quote and order directly.
The FastWaves program features some of the most aggressive pricing Uniti Wholesale offers for waves and includes an SLA-backed commitment when three-week install intervals are not met. Robust SLA commitments and optional diverse, geographically separated routes underscore carrier-class resiliency across the program.
“Customers need capacity where it matters, delivered faster and more predictably. With FastWaves and expanded data center on-ramps, we’re compressing delivery intervals and simplifying how partners scale across the U.S.,” said Greg Ortyl, executive vice president and president of Uniti Wholesale.
FastWaves orders begin the first week of March. Customers can view route availability and initiate quotes and orders through the iconnect Route Creator tool. As demand grows, additional capacity will be released on a rolling basis as build and augmentation milestones are met.
About Uniti Wholesale
Uniti Wholesale, a business unit of Uniti (NASDAQ: UNIT), builds and delivers customer-driven dark fiber infrastructure and high-capacity wavelengths, ethernet and wireless access leveraging our optical transport network reaching nearly every hyperscale and AI firm, communications services provider, Fortune 500 enterprise and federal government customers in the U.S. and Canada. Additional information about Uniti Wholesale is available at unitiwholesale.com . Engage with us on LinkedIn .
FORWARD-LOOKING STATEMENTS
Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Forward-looking statements are based on assumptions with respect to the future and Uniti management’s current expectations, involve certain risks and uncertainties, and are not guarantees. These forward-looking statements include, but are not limited to, statements regarding the strategic expansion of the Uniti Wholesale network and launch of the FastWaves optical capacity program. The words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “plans,” “projects,” “will,” “would,” “predicts” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are based on management's current expectations and beliefs and are subject to a number of risks and uncertainties that could lead to actual results differing materially from those projected, forecasted or expected. Although we believe that the assumptions underlying the forward-looking statements are reasonable, we can give no assurance that our expectations will be attained. These forward-looking statements involve risks and uncertainties, known and unknown, that could cause events and results to differ materially from those in the forward-looking statements, including, without limitation: unanticipated difficulties or expenditures relating to the merger of Uniti and Windstream; competition and overbuilding in consumer service areas and general competition in business markets; risks related to the Company’s indebtedness, which could reduce funds available for business purposes and operational flexibility; rapid changes in technology, which could affect its ability to compete; risks relating to information technology system failures, network disruptions, and failure to protect, loss of, or unauthorized access to, or release of, data; risks related to various forms of regulation from the Federal Communications Commission, state regulatory commissions and other government entities and effects of unfavorable legal proceedings, government investigations, and complex and changing laws; risks inherent in the communications industry and associated with general economic conditions; and additional risks set forth in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the Company’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings with the U.S. Securities and Exchange Commission as well as the Company’s predecessor’s registration statement on Form S-4 dated February 12, 2025. The discussion of such risks is not an indication that any such risks have occurred at the time of this filing. Uniti does not assume any obligation to update any forward-looking statements.
Media Contact:
Scott Morris, 501-748-5342
[email protected]