Unity Software (NYSE:U) Price Target Raised to $32.00

Unity Software (NYSE:U) had its price target raised by Morgan Stanley from $30.00 to $32.00 in a report published on Friday,Benzinga reports. The firm currently has an overweight rating on the stock.

Several other research firms have also commented on U. Freedom Capital upgraded Unity Software to a “strong-buy” rating in a research report on Thursday, January 15th. Citigroup cut their target price on shares of Unity Software from $52.00 to $43.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Jefferies Financial Group increased their price target on shares of Unity Software from $49.00 to $55.00 and gave the stock a “buy” rating in a report on Monday, January 5th. The Goldman Sachs Group dropped their price target 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. Finally, Oppenheimer raised shares of Unity Software from a “market perform” rating to an “outperform” rating and set a $38.00 price objective for the company in a report on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $37.41.

Unity Software Stock Performance

U opened at $19.47 on Friday. 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 has a 12-month low of $15.33 and a 12-month high of $52.15. The firm has a 50 day moving average of $24.34 and a two-hundred day moving average of $35.69. The firm has a market capitalization of $8.43 billion, a PE ratio of -20.28, a P/E/G ratio of 10.43 and a beta of 2.15.

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

Insider Activity at Unity Software

In other Unity Software news, CFO Jarrod Yahes sold 6,205 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $21.03, for a total value of $130,491.15. Following the completion of the sale, the chief financial officer owned 728,381 shares in the company, valued at approximately $15,317,852.43. This represents a 0.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Alexander Blum sold 2,541 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $18.76, for a total transaction of $47,669.16. Following the completion of the transaction, the chief operating officer directly owned 548,425 shares in the company, valued at $10,288,453. This trade represents a 0.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.

Hedge Funds Weigh In On Unity Software

A number of institutional investors and hedge funds have recently added to or reduced their stakes in U. REAP Financial Group LLC purchased a new position in shares of Unity Software during the 4th quarter worth $28,000. Root Financial Partners LLC acquired a new position in shares of Unity Software during the 3rd quarter valued at about $27,000. V Square Quantitative Management LLC purchased a new stake in shares of Unity Software in the fourth quarter valued at about $30,000. Larson Financial Group LLC increased its position 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 purchasing an additional 341 shares during the last quarter. Finally, International Assets Investment Management LLC acquired a new stake in Unity Software during the fourth quarter worth about $36,000. 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: 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.