BTIG Research Cuts Unity Software (NYSE:U) Price Target to $39.00

Unity Software (NYSE:U) had its price objective cut by BTIG Research from $41.00 to $39.00 in a report issued on Friday,Benzinga reports. They currently have a buy rating on the stock.

Several other brokerages have also recently issued reports on U. Wall Street Zen upgraded shares of Unity Software from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Arete Research upgraded shares of Unity Software from a “neutral” rating to a “buy” rating and set a $48.00 price target for the company in a report on Monday, December 1st. Wedbush reissued an “outperform” rating and set a $30.00 price target on shares of Unity Software in a research report on Friday, March 13th. Piper Sandler raised shares of Unity Software from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $43.00 to $59.00 in a report on Thursday, December 11th. Finally, Citizens Jmp decreased their price objective on shares of Unity Software from $50.00 to $37.00 and set a “market outperform” rating on the stock in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $37.41.

Unity Software Stock Up 0.1%

Shares of NYSE:U opened at $19.47 on Friday. The stock’s 50-day moving average price is $24.34 and its 200-day moving average price is $35.69. Unity Software has a 12-month low of $15.33 and a 12-month high of $52.15. The stock has a market capitalization of $8.43 billion, a P/E ratio of -20.28, a price-to-earnings-growth ratio of 10.43 and a beta of 2.15. The company has a current ratio of 1.84, a quick ratio of 1.84 and a debt-to-equity ratio of 0.52.

Unity Software (NYSE:U) last issued its earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share for the quarter, beating the consensus estimate of $0.20 by $0.04. Unity Software had a negative return on equity of 4.76% and a negative net margin of 21.77%.The company had revenue of $503.09 million during the quarter, compared to analysts’ expectations of $490.64 million. During the same period in the prior year, the business posted ($0.30) EPS. Unity Software’s quarterly revenue was up 10.1% compared to the same quarter last year. On average, equities analysts anticipate that Unity Software will post -1.25 earnings per share for the current year.

Insider Transactions at Unity Software

In other news, COO Alexander Blum sold 10,164 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $18.07, for a total value of $183,663.48. Following the sale, the chief operating officer directly owned 550,966 shares of the company’s stock, valued at $9,955,955.62. The trade was a 1.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Jarrod Yahes sold 12,196 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $18.07, for a total value of $220,381.72. Following the transaction, the chief financial officer directly owned 533,933 shares of the company’s stock, valued at approximately $9,648,169.31. This trade represents a 2.23% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 41,684 shares of company stock valued at $773,350. Corporate insiders own 3.61% of the company’s stock.

Institutional Investors Weigh In On Unity Software

A number of institutional investors have recently modified their holdings of U. REAP Financial Group LLC purchased a new position in shares of Unity Software in the 4th quarter worth about $28,000. Root Financial Partners LLC purchased a new stake in Unity Software during the 3rd quarter valued at about $27,000. V Square Quantitative Management LLC purchased a new stake in Unity Software during the 4th quarter valued at about $30,000. Larson Financial Group LLC raised its holdings in Unity Software by 88.1% in the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock worth $29,000 after buying an additional 341 shares during the last quarter. Finally, International Assets Investment Management LLC bought a new position in shares of Unity Software in the fourth quarter worth approximately $36,000. 73.46% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Unity Software

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

• Positive Sentiment: Preliminary Q1 beat — Unity said preliminary revenue of $505M–$508M (vs. prior guidance $480M–$490M) and Adjusted EBITDA $130M–$135M (vs. $105M–$110M); management cited Unity V as a driver and flagged a plan to exit non‑strategic ad units to boost growth/profitability. Business Wire: Preliminary Results
• Positive Sentiment: Market reaction & company update — Coverage notes the upbeat preview and strategic shake‑up as the immediate reason for the rally. Investors are treating the combination of better-than-expected Q1 metrics and a streamlined business mix as meaningful de‑risking. Proactive Investors: Shares Jump After Upbeat Preliminary Results
• Positive Sentiment: Analyst support — Multiple firms reiterated/raised ratings and targets (e.g., Morgan Stanley raised its price target to $32 and set an “overweight” rating; Citizens/JMP reaffirmed a $37 Market Outperform). Those actions lend credibility to the rebound thesis and support buying interest. Benzinga: Analyst Actions
• Positive Sentiment: Heavy call buying — Unusually large options activity: ~57,327 call contracts traded (≈15% above typical daily call volume), consistent with directional bullish speculation or hedged positions ahead of the print. (No link)
• Positive Sentiment: China sale speculation — Reports that China asset sale talk has intensified are fueling M&A speculation, which can attract event‑driven buyers and bid up the stock while details remain unresolved. 247wallst: China Sale Talk
• Neutral Sentiment: Guidance/preview coverage — Several outlets are highlighting the company’s updated Q1 outlook and strategic changes; that coverage increases visibility but outcomes depend on the formal earnings release and management commentary. Benzinga: What’s Behind The Jump
• Negative Sentiment: Competitive / adtech skepticism — Comparative analyses argue rival Digital Turbine may have the edge in adtech metrics (ODS/AGP growth) and point to lingering weaknesses in parts of Unity’s ad platform, which could cap upside if execution stalls. Zacks: APPS vs U AdTech Comparison
• Negative Sentiment: Mixed analyst moves — Some firms trimmed price targets (e.g., Wells Fargo lowered its target from $38 to $29 despite keeping an “overweight” call), reflecting ongoing model risk and differing views on longer‑term monetization — a reminder the recovery isn’t unanimous. Benzinga: Analyst Notes

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.