Unity Software’s (U) “Market Outperform” Rating Reiterated at Citizens Jmp

Citizens Jmp reissued their market outperform rating on shares of Unity Software (NYSE:U) in a report published on Friday morning,Benzinga reports. Citizens Jmp currently has a $37.00 price objective on the stock.

Other research analysts also recently issued research reports about the stock. The Goldman Sachs Group cut their target price on shares of Unity Software from $47.00 to $27.00 and set a “neutral” rating for the company in a research note on Thursday, February 12th. Bank of America upgraded shares of Unity Software from an “underperform” rating to a “neutral” rating and lifted their price target for the stock from $18.00 to $19.00 in a report on Tuesday, March 3rd. UBS Group cut their price objective on shares of Unity Software from $46.00 to $32.00 and set a “neutral” rating for the company in a research report on Tuesday, February 10th. Wall Street Zen raised shares of Unity Software from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. Finally, Oppenheimer upgraded 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. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $37.41.

Unity Software Price Performance

Unity Software stock opened at $19.47 on Friday. Unity Software has a 52 week low of $15.33 and a 52 week high of $52.15. The company has a quick ratio of 1.84, a current ratio of 1.84 and a debt-to-equity ratio of 0.52. The firm’s 50-day simple moving average is $24.34 and its 200 day simple moving average is $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 issued its quarterly earnings data on Wednesday, February 11th. The company reported $0.24 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $503.09 million during the quarter, compared to the consensus estimate of $490.64 million. During the same period in the previous year, the firm posted ($0.30) EPS. The company’s quarterly revenue was up 10.1% compared to the same quarter last year. On average, equities research analysts predict that Unity Software will post -1.25 EPS for the current fiscal year.

Insider Transactions at Unity Software

In related news, CAO Mark Barrysmith sold 10,578 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 $191,144.46. Following the completion of the sale, the chief accounting officer directly owned 383,901 shares in the company, valued at approximately $6,937,091.07. This represents a 2.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jarrod Yahes sold 6,205 shares of the firm’s 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 transaction, the chief financial officer directly owned 728,381 shares in the company, valued at $15,317,852.43. This trade represents a 0.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 41,684 shares of company stock valued at $773,350 over the last 90 days. Corporate insiders own 3.61% of the company’s stock.

Institutional Investors Weigh In On Unity Software

A number of large investors have recently modified their holdings of the stock. Purpose Unlimited Inc. acquired a new position in Unity Software during the 4th quarter worth $230,000. Corient Private Wealth LLC raised its stake in shares of Unity Software by 63.2% in the 4th quarter. Corient Private Wealth LLC now owns 17,681 shares of the company’s stock valued at $781,000 after purchasing an additional 6,845 shares in the last quarter. Bank of Hawaii bought a new position in shares of Unity Software during the fourth quarter worth about $872,000. T. Rowe Price Investment Management Inc. lifted its position in shares of Unity Software by 41.5% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,622,445 shares of the company’s stock worth $204,174,000 after purchasing an additional 1,355,847 shares during the last quarter. Finally, Compound Planning Inc. grew its stake in Unity Software by 35.6% in the fourth quarter. Compound Planning Inc. now owns 12,764 shares of the company’s stock worth $564,000 after purchasing an additional 3,354 shares in the last quarter. Institutional investors and hedge funds own 73.46% of the company’s stock.

Unity Software News Summary

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.