Unity Software (NYSE:U) Price Target Raised to $43.00

Unity Software (NYSE:U) had its target price boosted by BTIG Research from $39.00 to $43.00 in a research report sent to investors on Thursday morning, MarketBeat reports. The brokerage currently has a buy rating on the stock.

Several other equities analysts also recently commented on the stock. The Goldman Sachs Group lowered their target price on shares of Unity Software from $47.00 to $27.00 and set a “neutral” rating on the stock in a research report on Thursday, February 12th. Wall Street Zen downgraded shares of Unity Software from a “buy” rating to a “hold” rating in a research report on Saturday, March 28th. Citigroup lowered their target price on shares of Unity Software from $43.00 to $40.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Oppenheimer raised shares of Unity Software from a “market perform” rating to an “outperform” rating and set a $38.00 target price on the stock in a research report on Tuesday, February 10th. Finally, Wedbush reissued an “outperform” rating and set a $30.00 target price on shares of Unity Software in a research report on Thursday, April 30th. One investment analyst has 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 stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $38.77.

Unity Software Trading Up 4.8%

Unity Software stock opened at $28.01 on Thursday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.84 and a quick ratio of 1.84. The company has a market capitalization of $12.22 billion, a price-to-earnings ratio of -17.84, a PEG ratio of 10.37 and a beta of 2.04. Unity Software has a one year low of $16.78 and a one year high of $52.15. The company’s fifty day moving average price is $22.06 and its two-hundred day moving average price is $32.57.

Unity Software (NYSE:U) last posted its earnings results on Wednesday, February 11th. The company reported $0.24 EPS for the quarter, topping the consensus estimate of $0.20 by $0.04. The firm had revenue of $503.09 million for the quarter, compared to the consensus estimate of $490.64 million. Unity Software had a negative net margin of 34.99% and a negative return on equity of 1.27%. The business’s quarterly revenue was up 10.1% on a year-over-year basis. During the same period in the prior year, the business posted ($0.30) earnings per share. On average, analysts forecast that Unity Software will post 0.13 earnings per share for the current fiscal year.

Insider Buying and Selling at Unity Software

In other Unity Software news, COO Alexander Blum sold 2,541 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $18.76, for a total transaction of $47,669.16. Following the completion of the sale, the chief operating officer directly owned 548,425 shares in the company, valued at $10,288,453. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jarrod Yahes sold 6,205 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $21.03, for a total transaction of $130,491.15. Following the sale, the chief financial officer owned 728,381 shares of the company’s stock, valued at $15,317,852.43. This trade represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 41,684 shares of company stock worth $773,350 over the last ninety days. Company insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On Unity Software

A number of hedge funds have recently bought and sold shares of U. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Unity Software by 5.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 813,176 shares of the company’s stock valued at $15,930,000 after acquiring an additional 45,481 shares during the period. Focus Partners Wealth bought a new stake in shares of Unity Software in the first quarter valued at about $260,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Unity Software by 28.9% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 5,542 shares of the company’s stock valued at $134,000 after buying an additional 1,241 shares during the period. California Public Employees Retirement System lifted its stake in shares of Unity Software by 11.3% in the second quarter. California Public Employees Retirement System now owns 520,774 shares of the company’s stock valued at $12,603,000 after buying an additional 53,015 shares during the period. Finally, Sei Investments Co. lifted its stake in shares of Unity Software by 1,135.6% in the second quarter. Sei Investments Co. now owns 224,715 shares of the company’s stock valued at $5,438,000 after buying an additional 206,529 shares during the period. 73.46% of the stock is currently owned by institutional investors.

Key Stories Impacting Unity Software

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

• Positive Sentiment: Unity posted solid Q1 revenue growth and improved EBITDA, reinforcing signs that its turnaround and monetization efforts are gaining traction. Unity Software posts Q1 revenue beat, flags impairment charges on ironSource wind-down
• Positive Sentiment: Analysts raised price targets across the board after the earnings report, reflecting optimism that Unity’s growth and margin trends can continue. Analyst target raises for Unity Software
• Positive Sentiment: Commentary highlighted AI-related product momentum, including Unity Vector and new Unity AI tools, which could support further ad-tech and developer-platform expansion. Unity: Blockbuster Q1 2026 Results With Outsized Ad/Game Monetization Trends
• Neutral Sentiment: Q1 earnings came in slightly below expectations on EPS, so the quarter was not a clean beat despite the revenue upside. Unity Software Inc. (U) Q1 Earnings Lag Estimates
• Neutral Sentiment: The company also took a large impairment charge tied to the ironSource wind-down and Supersonic divestiture, which weighs on reported losses even as the strategic restructuring may improve long-term focus. Unity Software posts Q1 revenue beat, flags impairment charges on ironSource wind-down

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.