Unity
About: Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC, and other Americas, and key revenue is derived from the EMEA region. The products are used in the gaming industry, retail, automotive, architecture, engineering, and construction.
Employees: 4,987
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
86% more call options, than puts
Call options by funds: $908M | Put options by funds: $488M
29% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 77
3% more funds holding
Funds holding: 390 [Q3] → 402 (+12) [Q4]
0% less capital invested
Capital invested by funds: $6.76B [Q3] → $6.75B (-$4.04M) [Q4]
0.73% less ownership
Funds ownership: 75.33% [Q3] → 74.6% (-0.73%) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 131
20% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$22
7%
upside
Avg. target
$27
33%
upside
High target
$33
61%
upside
8 analyst ratings
3 positive
38%
5 neutral
63%
0 negative
0%
Citizens Capital Markets Andrew Boone 48% 1-year accuracy 45 / 93 met price target | 46%upside $30 | Market Outperform Upgraded | 11 Mar 2025 |
Macquarie Tim Nollen 37% 1-year accuracy 14 / 38 met price target | 17%upside $24 | Neutral Upgraded | 10 Mar 2025 |
Wells Fargo Alec Brondolo 33% 1-year accuracy 4 / 12 met price target | 7%upside $22 | Equal-Weight Maintained | 10 Mar 2025 |
Morgan Stanley Matthew Cost 38% 1-year accuracy 3 / 8 met price target | 56%upside $32 | Overweight Maintained | 21 Feb 2025 |
Jefferies Andrew Uerkwitz 100% 1-year accuracy 6 / 6 met price target | 37%upside $28 | Hold Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 24 articles about U published over the past 30 days
Negative
The Motley Fool
17 hours ago
Is Unity Software Stock Going to $30? 1 Wall Street Analyst Thinks So.
Shares of Unity Software (U -2.63%) have taken a beating over the last few years. They're down 90% from their peak in 2021.
Positive
Zacks Investment Research
2 days ago
Does Unity Software (U) Have the Potential to Rally 27.99% as Wall Street Analysts Expect?
The consensus price target hints at a 28% upside potential for Unity Software (U). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Neutral
Zacks Investment Research
1 week ago
Unity Software Tanks 9.3% Post Q4 Earnings: What Should Investors Do?
U's post-earnings dip creates opportunity. With Vector AI, Toyota partnership and 50% industry growth, it's the time to grab this gaming giant expanding beyond games.
Neutral
Zacks Investment Research
1 week ago
Zacks Industry Outlook Unity Software, nCino and Digital Turbine
Unity Software, nCino and Digital Turbine have been highlighted in this Industry Outlook article.
Positive
Zacks Investment Research
1 week ago
3 Internet Software Stocks to Buy From a Prospering Industry
The Zacks Internet software industry participants like U, NCNO and APPS are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Positive
Seeking Alpha
2 weeks ago
Unity Software: Anticipation Growing Ahead Of Vector Launch
Unity's Q4 results were poor, but investors are looking ahead to the potential boost provided by Vector. Vector aims to improve ad performance through machine learning models that better leverage the company's data. While Vector could create a large amount of upside, Unity will have its work cut out given the performance gains that AppLovin continues to achieve.
Positive
Zacks Investment Research
2 weeks ago
New Strong Buy Stocks for February 25th
PRMB, BOKF, SFM, BJRI and U have been added to the Zacks Rank #1 (Strong Buy) List on February 25, 2025.
Neutral
Business Wire
2 weeks ago
Unity Announces Pricing of Upsized $600.0 Million Offering of Convertible Senior Notes
SAN FRANCISCO--(BUSINESS WIRE)--Unity Software Inc. (“Unity”) (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced the pricing of $600.0 million aggregate principal amount of 0% Convertible Senior Notes due 2030 (the “Notes”) in a private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggregate principal a.
Positive
Seeking Alpha
2 weeks ago
Unity Software May Have Bottomed Out In Q4, Setting It Up For A Return To Growth
Unity Software May Have Bottomed Out In Q4, Setting It Up For A Return To Growth
Neutral
Business Wire
2 weeks ago
Unity Announces Proposed $500.0 Million Offering of Convertible Senior Notes
SAN FRANCISCO--(BUSINESS WIRE)--Unity Software Inc. (“Unity”) (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced its intent to offer, subject to market conditions and other factors, $500.0 million aggregate principal amount of Convertible Senior Notes due 2030 (the “Notes”) in a private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amende.
Charts implemented using Lightweight Charts™