Unity Software (NYSE:U) Price Target Raised to $51.00

Unity Software (NYSE:U) had its target price raised by investment analysts at BTIG Research from $43.00 to $51.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price target indicates a potential upside of 23.83% from the stock’s previous close.

Other equities research analysts have also issued reports about the company. UBS Group increased their target price on Unity Software from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Monday. Zacks Research raised shares of Unity Software from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Needham & Company LLC lifted their price objective on shares of Unity Software from $35.00 to $40.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Raymond James Financial assumed coverage on shares of Unity Software in a research report on Monday, June 29th. They issued a “market perform” rating for the company. Finally, Barclays lifted their price target on Unity Software from $28.00 to $33.00 and gave the company an “equal weight” rating in a report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $38.93.

Unity Software Stock Performance

Shares of NYSE:U traded up $5.72 during trading on Thursday, reaching $41.19. 31,129,793 shares of the company’s stock traded hands, compared to its average volume of 13,474,761. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.95 and a quick ratio of 1.95. Unity Software has a 12 month low of $16.78 and a 12 month high of $52.15. The company has a 50 day moving average of $29.67 and a 200-day moving average of $26.57. The stock has a market capitalization of $17.98 billion, a P/E ratio of -26.25, a price-to-earnings-growth ratio of 4.17 and a beta of 2.04.

Unity Software (NYSE:U) last issued its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.11) by $0.39. The firm had revenue of $546.47 million for the quarter, compared to analysts’ expectations of $514.72 million. Unity Software had a negative net margin of 34.99% and a negative return on equity of 1.30%. Unity Software’s revenue was up 24.0% on a year-over-year basis. During the same quarter last year, the company posted $0.18 earnings per share. On average, equities analysts expect that Unity Software will post 0.35 EPS for the current year.

Insider Buying and Selling at Unity Software

In related news, CEO Matthew S. Bromberg sold 138,993 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $27.18, for a total transaction of $3,777,829.74. Following the sale, the chief executive officer owned 1,557,514 shares of the company’s stock, valued at $42,333,230.52. The trade was a 8.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jarrod Yahes sold 24,021 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $27.18, for a total value of $652,890.78. Following the transaction, the chief financial officer directly owned 704,360 shares of the company’s stock, valued at approximately $19,144,504.80. The trade was a 3.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 198,321 shares of company stock valued at $5,390,783. 0.77% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Unity Software

A number of institutional investors and hedge funds have recently bought and sold shares of U. Wellington Management Group LLP lifted its stake in Unity Software by 58.7% in the 3rd quarter. Wellington Management Group LLP now owns 18,213,875 shares of the company’s stock worth $729,284,000 after acquiring an additional 6,734,285 shares in the last quarter. Norges Bank purchased a new position in Unity Software during the fourth quarter valued at approximately $230,285,000. Renaissance Technologies LLC purchased a new stake in Unity Software in the 1st quarter worth approximately $54,534,000. Duquesne Family Office LLC acquired a new stake in Unity Software during the second quarter valued at $42,932,000. Finally, Dimensional Fund Advisors LP grew its stake in shares of Unity Software by 52.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 4,245,014 shares of the company’s stock valued at $93,089,000 after buying an additional 1,465,962 shares in the last quarter. 73.46% of the stock is owned by institutional investors and hedge funds.

Unity Software News Roundup

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

• Positive Sentiment: Q2 results exceeded expectations: Unity reported revenue of approximately $546.5 million, up 23.9% year over year and above the roughly $514 million analyst consensus. Adjusted earnings were $0.28 per share, beating estimates near $0.24-$0.25 and improving substantially from the prior-year loss. Unity Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Upbeat third-quarter outlook: Unity forecast revenue of $540 million to $550 million for Q3, ahead of the approximately $533.8 million consensus estimate. The above-market outlook was a key catalyst for the stock’s advance. Unity Reports Upbeat Q2 CY2026
• Positive Sentiment: Management characterized the quarter as exceptional: Chief Executive Officer commentary described Q2 as arguably the best quarter in Unity’s history as a public company, reinforcing the market’s view that product execution and financial performance are improving. Unity Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Trading activity reflected heightened speculation: Investors purchased about 41,488 Unity call options, roughly 30% above average daily call volume. This indicates increased bullish positioning, but options activity is not a measure of fundamental performance.
• Neutral Sentiment: Risks remain: Unity continues to report a negative net margin and negative return on equity, while UBS maintained a Hold rating before the earnings release. Investors may also weigh the stock’s sizable rally and elevated valuation against the improved outlook. UBS Remains a Hold on Unity Software

Unity Software Company Profile

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.