Unity Software (NYSE:U) Upgraded at Deutsche Bank Aktiengesellschaft

Unity Software (NYSE:U) was upgraded by stock analysts at Deutsche Bank Aktiengesellschaft from a “hold” rating to a “buy” rating in a research note issued on Friday,Benzinga reports. The brokerage presently has a $50.00 target price on the stock, up from their previous target price of $31.00. Deutsche Bank Aktiengesellschaft’s price target suggests a potential upside of 22.12% from the stock’s previous close.

Several other equities analysts also recently issued reports on U. Barclays upped their price objective on shares of Unity Software from $28.00 to $33.00 and gave the company an “equal weight” rating in a research note on Friday, May 8th. Citigroup cut their price target on Unity Software from $43.00 to $40.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Zacks Research raised Unity Software from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. BTIG Research raised their price objective on Unity Software from $43.00 to $51.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Raymond James Financial initiated coverage on Unity Software in a research report on Monday, June 29th. They issued a “market perform” rating for the company. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $41.16.

Unity Software Price Performance

NYSE:U opened at $40.94 on Friday. Unity Software has a 12-month low of $16.78 and a 12-month high of $52.15. The firm has a market cap of $17.87 billion, a price-to-earnings ratio of -26.08, a price-to-earnings-growth ratio of 4.20 and a beta of 2.04. The company’s 50-day moving average is $29.89 and its two-hundred day moving average is $26.57. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 0.56.

Insider Transactions at Unity Software

In other news, CEO Matthew S. Bromberg sold 138,993 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $27.18, for a total transaction of $3,777,829.74. Following the completion of the sale, the chief executive officer directly 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Alexander Blum sold 2,099 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $27.37, for a total value of $57,449.63. Following the sale, the chief operating officer owned 727,970 shares of the company’s stock, valued at approximately $19,924,538.90. The trade was a 0.29% decrease in their ownership of the stock. 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 198,321 shares of company stock valued at $5,390,783 in the last quarter. Insiders own 0.77% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in U. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Unity Software by 5.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 813,176 shares of the company’s stock worth $15,930,000 after purchasing an additional 45,481 shares during the period. Focus Partners Wealth purchased a new stake in shares of Unity Software during the 1st quarter worth about $260,000. Northwestern Mutual Wealth Management Co. increased its position in Unity Software by 28.9% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 5,542 shares of the company’s stock worth $134,000 after purchasing an additional 1,241 shares in the last quarter. California Public Employees Retirement System increased its position in Unity Software by 11.3% during the 2nd quarter. California Public Employees Retirement System now owns 520,774 shares of the company’s stock worth $12,603,000 after purchasing an additional 53,015 shares in the last quarter. Finally, Sei Investments Co. increased its position in Unity Software by 1,135.6% during the 2nd quarter. Sei Investments Co. now owns 224,715 shares of the company’s stock worth $5,438,000 after purchasing an additional 206,529 shares in the last quarter. Institutional investors and hedge funds own 73.46% of the company’s stock.

Trending Headlines about Unity Software

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 about 24% year over year and ahead of the roughly $514 million consensus. Adjusted earnings were $0.28 per share, also above estimates near $0.24-$0.25 and a loss reported in the year-ago period. Unity Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Profitability and cash flow improved sharply. Management highlighted record free cash flow and indicated that GAAP profitability could arrive in the third quarter of 2026, earlier than previously expected. The results were described by the CEO as potentially Unity’s best quarter since becoming a public company. Unity Q2 2026 Earnings Call Highlights
• Positive Sentiment: Guidance topped analyst expectations. Unity forecast third-quarter revenue of $540 million to $550 million, above the approximately $533.8 million consensus, along with a 33% adjusted EBITDA margin. Management cited momentum in its Vector product and continued strength in Grow Solutions. Unity Forecasts Q3 Strategic Revenue and Margin
• Positive Sentiment: Analyst sentiment strengthened. BTIG Research raised its price target from $43 to $51 and maintained a Buy rating, suggesting additional potential upside based on improving growth and profitability. BTIG Research Price Target Update
• Neutral Sentiment: Options activity turned more bullish. Investors purchased 41,488 Unity call options, about 30% above typical daily call volume. This indicates increased trading interest but does not guarantee continued gains.

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.