Unity Software (NYSE:U) Price Target Raised to $21.00

Unity Software (NYSE:U) had its price objective hoisted by Bank of America from $19.00 to $21.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

Several other research analysts also recently commented on the company. The Goldman Sachs Group reduced their target price on Unity Software from $47.00 to $27.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Oppenheimer upgraded Unity Software from a “market perform” rating to an “outperform” rating and set a $38.00 price objective for the company in a research report on Tuesday, February 10th. Citizens Jmp reissued a “market outperform” rating and issued a $37.00 price objective on shares of Unity Software in a research note on Friday. Morgan Stanley increased their target price on Unity Software from $48.00 to $52.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Finally, Wedbush restated an “outperform” rating and issued a $30.00 target price on shares of Unity Software in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $37.41.

Unity Software Trading Up 0.1%

Shares of Unity Software stock opened at $19.47 on Friday. 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 50-day simple moving average of $24.34 and a 200 day simple moving average of $35.69. The company has a quick ratio of 1.84, a current ratio of 1.84 and a debt-to-equity ratio of 0.52.

Unity Software (NYSE:U) last released its quarterly earnings results on Wednesday, February 11th. The company reported $0.24 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.04. The firm had revenue of $503.09 million for the quarter, compared to analyst estimates of $490.64 million. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The company’s revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period in the previous year, the business earned ($0.30) earnings per share. Research analysts expect that Unity Software will post -1.25 earnings per share for the current fiscal year.

Insider Buying and Selling at Unity Software

In other news, CFO Jarrod Yahes sold 12,196 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $18.07, for a total value of $220,381.72. Following the transaction, the chief financial officer owned 533,933 shares of the company’s stock, valued at $9,648,169.31. This represents a 2.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Mark Barrysmith sold 10,578 shares of Unity Software stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $18.07, for a total value of $191,144.46. Following the sale, the chief accounting officer directly owned 383,901 shares of the company’s stock, valued at approximately $6,937,091.07. This trade represents a 2.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 41,684 shares of company stock valued at $773,350. 3.61% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Unity Software

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Root Financial Partners LLC acquired a new position in shares of Unity Software in the 3rd quarter valued at $27,000. REAP Financial Group LLC acquired a new stake in Unity Software during the 4th quarter worth $28,000. Larson Financial Group LLC lifted its holdings in Unity Software by 88.1% during the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock worth $29,000 after acquiring an additional 341 shares in the last quarter. V Square Quantitative Management LLC bought a new position in Unity Software during the fourth quarter worth about $30,000. Finally, IFP Advisors Inc acquired a new position in Unity Software in the third quarter valued at about $33,000. 73.46% of the stock is owned by institutional investors.

Unity Software News Roundup

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

Unity Software Company Profile

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.