Unity Software (NYSE:U) Price Target Raised to $53.00

Unity Software (NYSE:U) had its target price upped by Wells Fargo & Company from $48.00 to $53.00 in a research report released on Monday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

Several other analysts also recently commented on the company. Raymond James Financial raised Unity Software from a “market perform” rating to an “outperform” rating and set a $54.00 price objective for the company in a research note on Thursday, October 8th. Citizens Jmp lifted their target price on Unity Software from $37.00 to $45.00 and gave the company a “market outperform” rating in a research report on Friday, August 7th. UBS Group reiterated an “outperform” rating on shares of Unity Software in a report on Friday, August 7th. Wedbush upped their price target on Unity Software from $32.00 to $36.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Finally, HSBC raised Unity Software from a “hold” rating to a “buy” rating and set a $47.10 price target for the company in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $48.01.

Unity Software Stock Down 11.1%

Shares of NYSE U opened at $41.47 on Monday. The company has a debt-to-equity ratio of 0.55, a current ratio of 2.03 and a quick ratio of 2.03. The company has a 50-day moving average price of $43.58 and a 200-day moving average price of $33.19. The stock has a market capitalization of $18.25 billion, a P/E ratio of -30.49, a P/E/G ratio of 2.04 and a beta of 2.11. Unity Software has a 1 year low of $16.78 and a 1 year high of $52.15.

Unity Software (NYSE:U) last posted its earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.11) by $0.39. Unity Software had a negative net margin of 28.97% and a positive return on equity of 4.64%. The company had revenue of $546.47 million for the quarter, compared to analyst estimates of $514.72 million. During the same quarter in the prior year, the business posted $0.18 EPS. The firm’s revenue was up 24.0% compared to the same quarter last year. On average, equities research analysts forecast that Unity Software will post 0.55 EPS for the current fiscal year.

Insider Activity

In other Unity Software news, SVP Rebecca Boyden sold 1,032 shares of the company’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $45.32, for a total value of $46,770.24. Following the completion of the sale, the senior vice president directly owned 308,413 shares of the company’s stock, valued at approximately $13,977,277.16. This represents a 0.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jarrod Yahes sold 26,017 shares of the stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $45.31, for a total transaction of $1,178,830.27. Following the completion of the sale, the chief financial officer owned 678,343 shares of the company’s stock, valued at approximately $30,735,721.33. This trade represents a 3.69% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 109,547 shares of company stock valued at $4,884,202 over the last ninety days. Company insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On Unity Software

Hedge funds and other institutional investors have recently modified their holdings of the business. Fortitude Family Office LLC increased its stake in shares of Unity Software by 56.1% during the 3rd quarter. Fortitude Family Office LLC now owns 840 shares of the company’s stock worth $34,000 after purchasing an additional 302 shares during the last quarter. Elevation Wealth Partners LLC raised its holdings in shares of Unity Software by 15.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 2,628 shares of the company’s stock worth $108,000 after purchasing an additional 342 shares during the period. KBC Group NV raised its holdings in shares of Unity Software by 1.0% in the 1st quarter. KBC Group NV now owns 52,505 shares of the company’s stock worth $1,152,000 after purchasing an additional 545 shares during the period. Versant Capital Management Inc lifted its stake in Unity Software by 37.6% in the second quarter. Versant Capital Management Inc now owns 2,041 shares of the company’s stock valued at $58,000 after purchasing an additional 558 shares during the last quarter. Finally, Greenleaf Trust lifted its stake in Unity Software by 4.6% in the second quarter. Greenleaf Trust now owns 15,837 shares of the company’s stock valued at $453,000 after purchasing an additional 691 shares during the last quarter. Hedge funds and other institutional investors own 73.46% of the company’s stock.

Key Unity Software News

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

• Positive Sentiment: Wedbush raised its Unity price target to $55 from $50 and reiterated an “outperform” rating, citing growing adoption of the Vector advertising platform. Industry checks reportedly indicate Vector is moving from an experimental product to a budgeted user-acquisition channel for game developers. Unity price target lifted as Vector attracts bigger advertising budgets
• Positive Sentiment: Morgan Stanley also lifted its target to $55 and maintained an “overweight” rating, adding to evidence that analysts see upside from Unity’s advertising recovery and operating improvements.
• Neutral Sentiment: Unity will report third-quarter 2026 results before the market opens on November 5, followed by an investor webcast. The announcement itself contained no new financial figures, but it establishes the next major catalyst and may increase near-term event risk. Unity Announces Date of Third Quarter 2026 Financial Results Webcast
• Neutral Sentiment: Unusually heavy call-option activity and substantial institutional buying reported for the second quarter suggest some investors remain positioned for further gains, although these signals did not prevent the stock from weakening.
• Negative Sentiment: Hotter-than-expected inflation data pushed bond yields higher, weighing on high-valuation growth stocks. Unity’s elevated valuation makes it particularly sensitive to changes in interest rates and investor risk appetite.
• Negative Sentiment: The decline appears partly driven by profit-taking after a strong run and a lack of a fresh company-specific catalyst powerful enough to offset market-wide selling. Investors may also be cautious ahead of the November earnings report and the company’s planned repayment of convertible notes due later this year.
• Negative Sentiment: Reported insider activity shows sales by several Unity executives and no open-market purchases during the past six months, a factor that may reinforce investor caution.

Unity Software Company Profile

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time 2D and 3D content. Its platform is widely used to build video games for mobile devices, personal computers, consoles and the web, as well as applications for industries such as automotive, architecture, engineering, construction, manufacturing and entertainment.

The company’s core offering is the Unity development platform, which includes tools for graphics, physics, animation, audio, scripting and cross-platform deployment.