Unity Software (NYSE:U) Stock Price Expected to Rise, Citizens Jmp Analyst Says

Unity Software (NYSE:U) had its price target lifted by analysts at Citizens Jmp from $45.00 to $70.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage presently has a “market outperform” rating on the stock. Citizens Jmp‘s target price points to a potential upside of 34.66% from the company’s current price.

Other research analysts also recently issued reports about the company. Jefferies Financial Group upped their price target on Unity Software from $50.00 to $54.00 and gave the stock a “buy” rating in a research note on Thursday, October 8th. Morgan Stanley raised their price objective on Unity Software from $50.00 to $55.00 and gave the company an “overweight” rating in a research note on Tuesday, October 13th. Deutsche Bank Aktiengesellschaft upgraded Unity Software from a “hold” rating to a “buy” rating and boosted their price objective for the company from $31.00 to $50.00 in a report on Friday, August 7th. Raymond James Financial reaffirmed an “outperform” rating and set a $60.00 target price on shares of Unity Software in a research report on Thursday. Finally, Zacks Research lowered Unity Software from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $54.60.

Unity Software Stock Up 6.5%

U traded up $3.18 during midday trading on Friday, hitting $51.98. The company had a trading volume of 8,652,584 shares, compared to its average volume of 12,721,616. The stock’s 50 day moving average price is $42.32 and its 200 day moving average price is $31.79. Unity Software has a 52 week low of $16.78 and a 52 week high of $52.50. The company has a market capitalization of $22.88 billion, a price-to-earnings ratio of -38.16, a PEG ratio of 1.85 and a beta of 2.08. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 0.55.

Unity Software (NYSE:U) last released its quarterly earnings data on Thursday, November 5th. The company reported $0.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.03 by $0.41. The company had revenue of $622.09 million for the quarter, compared to analysts’ expectations of $567.03 million. Unity Software had a negative net margin of 28.97% and a positive return on equity of 4.64%. The business’s revenue was up 32.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.20 EPS. On average, research analysts anticipate that Unity Software will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Jarrod Yahes sold 26,017 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total value of $1,178,830.27. Following the completion of the sale, the chief financial officer directly owned 678,343 shares of the company’s stock, valued at $30,735,721.33. This represents a 3.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Rebecca Boyden sold 1,032 shares of the firm’s stock in a transaction that occurred on 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 transaction, the senior vice president owned 308,413 shares in the company, valued at $13,977,277.16. This represents a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 109,547 shares of company stock worth $4,884,202 over the last 90 days. Company insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On Unity Software

Institutional investors and hedge funds have recently bought and sold shares of the stock. Atreides Management LP purchased a new position in Unity Software during the second quarter worth about $292,826,000. Resolute Advisors LLC grew its position in Unity Software by 473.3% in the 2nd quarter. Resolute Advisors LLC now owns 4,766,219 shares of the company’s stock worth $136,219,000 after purchasing an additional 3,934,840 shares in the last quarter. Assenagon Asset Management S.A. grew its position in Unity Software by 9,886.8% in the 3rd quarter. Assenagon Asset Management S.A. now owns 2,645,007 shares of the company’s stock worth $108,260,000 after purchasing an additional 2,618,522 shares in the last quarter. Renaissance Technologies LLC purchased a new stake in Unity Software in the 1st quarter valued at about $54,534,000. Finally, Avala Global LP purchased a new stake in Unity Software in the 2nd quarter valued at about $62,522,000. 73.46% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Unity Software

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

• Positive Sentiment: Unity reported its first quarterly GAAP profit since its 2020 IPO, with net income of $122 million. Q3 revenue rose 32.2% year over year to $622.1 million, beating expectations, while its Vector advertising revenue surged 126%. Unity Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Q4 guidance was substantially above analyst expectations: Unity forecast revenue of $688 million to $696 million versus consensus of about $602 million. It also projected Q4 strategic revenue of $683 million to $691 million and an adjusted EBITDA margin of about 42%. Unity forecasts Q4 strategic revenue and margin
• Positive Sentiment: Reports say Silver Lake and Saudi Arabia’s Public Investment Fund have approached Unity about a possible acquisition, with reported deal values ranging from roughly $21.5 billion to $25 billion. Takeover interest may support expectations of a premium, although no agreement has been announced. Silver Lake and PIF takeover approach report
• Positive Sentiment: Needham raised its price target to $70 from $54 and maintained a Buy rating, adding to the upbeat analyst outlook. Needham analyst recommendations
• Neutral Sentiment: The reported acquisition talks remain preliminary; their outcome and any potential offer terms are uncertain.
• Negative Sentiment: One earnings analysis noted that Unity’s creator tools business is slowing, a potential concern if advertising growth does not continue to offset weakness in that segment. Analysis of Vector advertising and creator tools

Unity Software Company Profile

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time content. Its core product is the Unity engine, a development platform used to build video games and experiences for mobile devices, personal computers, consoles, augmented and virtual reality systems, and other platforms.

The company also provides tools and services that support the development and operation of interactive applications, including collaboration and cloud-based development tools, multiplayer and voice communication capabilities, analytics, advertising, and in-app monetization solutions.