Unity Software (NYSE:U) Receives “Market Outperform” Rating from Citizens Jmp

Unity Software (NYSE:U)‘s stock had its “market outperform” rating reissued by investment analysts at Citizens Jmp in a note issued to investors on Friday,Benzinga reports. They currently have a $37.00 price objective on the stock. Citizens Jmp’s price objective indicates a potential upside of 91.61% from the company’s current price.

Other equities research analysts have also recently issued reports about the company. Jefferies Financial Group raised their target price on Unity Software from $49.00 to $55.00 and gave the company a “buy” rating in a research note on Monday, January 5th. Wall Street Zen upgraded shares of Unity Software from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Barclays dropped their price objective on shares of Unity Software from $35.00 to $28.00 and set an “equal weight” rating on the stock in a report on Thursday, February 12th. Needham & Company LLC reissued a “buy” rating and set a $35.00 target price on shares of Unity Software in a research note on Friday. Finally, Morgan Stanley upped their target price on shares of Unity Software from $48.00 to $52.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. 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 given a Sell rating to the stock. Based on data from MarketBeat.com, Unity Software presently has an average rating of “Moderate Buy” and a consensus price target of $38.36.

Unity Software Stock Up 12.7%

NYSE:U opened at $19.31 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. The stock has a 50 day moving average of $24.77 and a 200-day moving average of $35.99. The firm has a market capitalization of $8.36 billion, a PE ratio of -20.11, a price-to-earnings-growth ratio of 9.55 and a beta of 2.14. Unity Software has a 52 week low of $15.33 and a 52 week high of $52.15.

Unity Software (NYSE:U) last announced its quarterly earnings results 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 business had revenue of $503.09 million for the quarter, compared to the consensus estimate of $490.64 million. During the same quarter last year, the business posted ($0.30) EPS. The business’s revenue was up 10.1% on a year-over-year basis. Analysts predict that Unity Software will post -1.25 EPS for the current year.

Insider Buying and Selling at Unity Software

In other Unity Software news, COO Alexander Blum sold 10,164 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 transaction of $183,663.48. Following the completion of the transaction, the chief operating officer directly owned 550,966 shares of the company’s stock, valued at approximately $9,955,955.62. This trade represents a 1.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Mark Barrysmith sold 10,578 shares of the business’s 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 $6,937,091.07. This represents a 2.68% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 41,684 shares of company stock valued at $773,350. 3.61% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Unity Software by 5.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 813,176 shares of the company’s stock worth $15,930,000 after purchasing an additional 45,481 shares during the period. Focus Partners Wealth acquired a new position in shares of Unity Software in the 1st quarter valued at $260,000. Envestnet Asset Management Inc. purchased a new position in Unity Software in the 2nd quarter worth about $238,000. Swiss National Bank increased its stake in Unity Software by 7.4% in the 2nd quarter. Swiss National Bank now owns 587,000 shares of the company’s stock worth $14,205,000 after purchasing an additional 40,600 shares in the last quarter. Finally, Legal & General Group Plc raised its holdings in Unity Software by 34.4% during the 2nd quarter. Legal & General Group Plc now owns 426,816 shares of the company’s stock worth $10,329,000 after buying an additional 109,186 shares during the period. 73.46% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Unity Software

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

• Positive Sentiment: Unity reported preliminary Q1 revenue of $505M–$508M (above guidance of $480M–$490M) and adjusted EBITDA of $130M–$135M (vs guidance $105M–$110M); management attributed the outperformance to Unity V and said it will exit non‑strategic ad businesses to enhance growth and profitability. Unity Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad Businesses
• Positive Sentiment: Market showed an immediate reaction: Unity rallied in after‑hours trading after the company raised Q1 revenue/EBITDA above Street expectations, signaling near‑term operational improvement. Unity Software rallies by over 14% after-hours on fresh Q1 revenue guidance above Street expectations
• Positive Sentiment: Analysts remain constructive: Citizens reiterated a Market Outperform rating and a $37 price target, arguing the sell‑off has left Unity undervalued given its AI/growth prospects. Analyst coverage supports upside if execution continues. Unity (U) Stock Rated Outperform on Undervalued AI Growth Potential
• Positive Sentiment: Investment commentary is turning bullish for buy‑the‑dip investors who view Unity as a beaten‑down growth name with improving fundamentals after the recent guidance beat. 1 Beaten-Down Growth Stock Investors Can Buy on the Dip
• Neutral Sentiment: Unity is being highlighted in “stocks to watch” roundups — increased visibility can drive intraday volume but doesn’t change fundamentals by itself. Stocks to Watch: Datacentrex, Unity Software, Veritone, Zenas BioPharma
• Neutral Sentiment: General market columns have placed Unity on investors’ radars along with other large names; these mentions can attract short‑term traders but are not a catalyst on their own. Meta, Kodiak Sciences, Unity Software, Lumentum Holdings and Reddit: Why these 5 stocks are on investors’ radars today
• Neutral Sentiment: Additional writeups repeat the analyst optimism (reiterations and price‑target commentary); useful for sentiment tracking but largely duplicative of the above analyst coverage. Unity (U) Stock Rated Outperform on Undervalued AI Growth Potential
• Neutral Sentiment: One linked item covers Digital Turbine (APPS) and broader apps/revenue trends — not directly about Unity but relevant to ad/monetization themes investors watch across the sector. APPS’ Revenue Per Device in ODS Grows in Double Digits: What’s Ahead?

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.