Unity Software Inc.

Unity Software Inc.

UยทNYSE

$29.22

-5.0%
TechnologySoftware - Application

Unity Software Inc. creates and operates an interactive real-time 3D content platform. Its platform provides software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company serves content creators and developers, artists, designers, engineers, and architects to create interactive and real-time 2D and 3D content. It offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in the United States, Denmark, Belgium, Canada, China, Colombia, Finland, France, Germany, Ireland, Israel, Japan, Lithuania, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, and the United Kingdom. The company was founded in 2004 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$12.76B
EPS-0.9600
P/E Ratio-30.44
Earnings Date08/05/2026
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Unity Software Inc. Street Expectations Map

U ยท NYSE

Wall Street analysts project that U stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 34.08, with estimates ranging from a low of 27.00 to a high of 43.00.

Lowest Target
27.00
-7.60%
Consensus Target
34.08
16.63%
Highest Target
43.00
47.16%

The consensus 1-year price target stands at 34.08, with estimates ranging from a low of 27.00 to a high of 43.00.

Analyst Consensus Analysis

Upside Potential

+16.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

46.9% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

6.21x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Unity Software Inc. Forward Estimates of Revenue

U ยท NYSE
Latest Revenue
1.85B
FY 2025
Avg Estimate
2.14B
FY 2026
Estimate Range
2.11B - 2.18B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Unity Software Inc. Forward Estimates of Net Income

U ยท NYSE
Latest Net Income
-402.76M
FY 2025
Avg Estimate
-386.07M
FY 2026
Estimate Range
-431.19M - -334.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread25%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Unity Software Inc. Forward Estimates of EPS

U ยท NYSE
Latest EPS
-0.96
FY 2025
Avg Estimate
$-0.94
FY 2026
Estimate Range
$-1.02 - $-0.80
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread24%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Unity Software Inc. Forward Estimates of EBIT

U ยท NYSE
Latest EBIT
-422.57M
FY 2025
Avg Estimate
-872.95M
FY 2026
Estimate Range
-889.42M - -860.60M
Analyst Spread

Forward Growth Analysis

Projected Growth-106.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Unity Software Inc. Forward Estimates of EBITDA

U ยท NYSE
Latest EBITDA
38.37M
FY 2025
Avg Estimate
-470.16M
FY 2026
Estimate Range
-479.03M - -463.51M
Analyst Spread

Forward Growth Analysis

Projected Growth-1325.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Unity Software Inc. Forward Estimates of SG&A Expense

U ยท NYSE
Latest SG&A Expense
864.97M
FY 2025
Avg Estimate
1.25B
FY 2026
Estimate Range
1.23B - 1.27B
Analyst Spread

Forward Growth Analysis

Projected Growth+44.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Unity Software Inc. Insider Positioning

U ยท NYSE

During the last 12 months, insiders have sold $90.52M worth of U shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

198.3K

5.39M

Net Activity

-5.4M

-$5.39M

3-6 Months

Bought

0

0.00

Sold

528.1K

25.30M

Net Activity

-25.3M

-$25.30M

6-9 Months

Bought

0

0.00

Sold

641.3K

27.89M

Net Activity

-27.9M

-$27.89M

9-12 Months

Bought

0

0.00

Sold

981.0K

31.93M

Net Activity

-31.9M

-$31.93M

Top Buyers

No buying activity

Top Sellers

1
HD

Helgason David

Director

948.3K sharesโ€ข5 transactions

$39.87M

2
BT

Bar-Zeev Tomer

Director

737.6K sharesโ€ข13 transactions

$28.78M

3
BMS

Bromberg Matthew S

Director, Officer: Ceo And President

259.0K sharesโ€ข2 transactions

$8.58M

4
BA

Blum Alexander

Officer: Svp, Chief Operating Officer

127.5K sharesโ€ข7 transactions

$4.49M

5
DS

Dovrat Shlomo

Director

130.0K sharesโ€ข4 transactions

$4.04M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $90.52M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.39M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.