Citizens Jmp Cuts Unity Software (NYSE:U) Price Target to $37.00

Unity Software (NYSE:U) had its price objective reduced by Citizens Jmp from $50.00 to $37.00 in a research report released on Thursday morning,Benzinga reports. Citizens Jmp currently has a market outperform rating on the stock.

A number of other research analysts have also recently weighed in on U. Citigroup lifted their price objective on shares of Unity Software from $50.00 to $52.00 and gave the company a “buy” rating in a report on Tuesday, November 11th. Arete Research raised Unity Software from a “neutral” rating to a “buy” rating and set a $48.00 price target for the company in a report on Monday, December 1st. Oppenheimer raised Unity Software from a “market perform” rating to an “outperform” rating and set a $38.00 price objective on the stock in a report on Tuesday, February 10th. Needham & Company LLC restated a “buy” rating and issued a $50.00 price objective on shares of Unity Software in a research report on Wednesday. Finally, Wall Street Zen upgraded Unity Software from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $39.29.

Unity Software Stock Down 5.3%

Shares of U opened at $18.60 on Thursday. The company has a market capitalization of $8.05 billion, a price-to-earnings ratio of -19.38, a PEG ratio of 17.01 and a beta of 2.04. Unity Software has a 52 week low of $15.33 and a 52 week high of $52.15. The stock’s 50-day moving average price is $40.18 and its 200-day moving average price is $39.63. The company has a quick ratio of 2.78, a current ratio of 1.84 and a debt-to-equity ratio of 0.52.

Unity Software (NYSE:U) last issued its quarterly earnings data on Wednesday, February 11th. The company reported $0.24 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.04. The business had revenue of $503.09 million for the quarter, compared to analysts’ expectations of $490.64 million. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The business’s revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the company earned ($0.30) EPS. On average, sell-side analysts predict that Unity Software will post -1.25 EPS for the current year.

Insider Activity at Unity Software

In other news, Director Tomer Bar-Zeev sold 50,000 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $47.00, for a total value of $2,350,000.00. Following the completion of the sale, the director directly owned 873,146 shares in the company, valued at $41,037,862. This represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director David Helgason sold 393,312 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $49.64, for a total transaction of $19,524,007.68. Following the completion of the transaction, the director directly owned 5,439,173 shares in the company, valued at approximately $270,000,547.72. This represents a 6.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,338,021 shares of company stock worth $63,138,575 over the last 90 days. Corporate insiders own 3.61% of the company’s stock.

Institutional Investors Weigh In On Unity Software

A number of large investors have recently made changes to their positions in U. GAMMA Investing LLC boosted its stake in Unity Software by 10.8% during the third quarter. GAMMA Investing LLC now owns 2,967 shares of the company’s stock worth $119,000 after buying an additional 288 shares during the last quarter. Newbridge Financial Services Group Inc. raised its holdings in shares of Unity Software by 12.9% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 2,696 shares of the company’s stock worth $108,000 after acquiring an additional 308 shares during the period. Xponance Inc. boosted its position in shares of Unity Software by 1.8% during the 3rd quarter. Xponance Inc. now owns 18,291 shares of the company’s stock valued at $732,000 after acquiring an additional 328 shares during the last quarter. Larson Financial Group LLC grew its holdings in shares of Unity Software by 88.1% in the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock valued at $29,000 after purchasing an additional 341 shares during the period. Finally, Allworth Financial LP increased its position in Unity Software by 28.4% during the second quarter. Allworth Financial LP now owns 1,865 shares of the company’s stock worth $45,000 after purchasing an additional 412 shares during the last quarter. 73.46% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Unity Software

Here are the key news stories impacting Unity Software this week:

• Positive Sentiment: Q4 beat and improving profitability — Unity reported $503M revenue and beat EPS estimates; management highlighted record-ish free cash flow and margin progress, a direct counterpoint to the sell-off. U’s Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Vector momentum — management and bullish coverage point to strong ad/Vector growth (large January YoY gains and management targeting ~ $1B annualized run-rate by end-2026), which supports medium-term revenue and margin upside. Unity: A Meltdown Worth Buying
• Neutral Sentiment: Analyst responses mixed — many firms cut price targets to reflect near-term headwinds but some maintain Buy/Outperform ratings, leaving a wide spread between market price and some analyst targets. Unity Software Analysts Slash Their Forecasts After Q4 Results
• Neutral Sentiment: Technical/contrarian case — several pieces note the stock is deeply oversold and that the sell-off may have priced in worst-case scenarios, creating a potential buying opportunity for longer-term investors. Down 49% in 4 Weeks, Here’s Why You Should You Buy the Dip
• Negative Sentiment: Weak near-term guidance — management guided Q1 revenue $480–$490M, below consensus, triggering the sharp sell-off as the company intentionally winds down lower-margin legacy ad assets to accelerate migration to Vector. What’s Going On With Unity Stock Friday?
• Negative Sentiment: Market reaction and downgraded sentiment — the guidance miss and strategy pivot prompted steep intraday declines, multiple price-target cuts and at least one analyst downgrade, increasing near-term volatility and downside risk. Unity Software (U) Stock Tumbles 26% After Revenue Forecast Misses Mark

About Unity Software

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.