Brokerages Set Unity Software Inc. (NYSE:U) PT at $44.74

Unity Software Inc. (NYSE:U) has been assigned a consensus recommendation of “Moderate Buy” from the twenty-three analysts that are presently covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell rating, three have issued a hold rating, seventeen have assigned a buy rating and two have given a strong buy rating to the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $45.1632.

U has been the subject of several research analyst reports. UBS Group reiterated an “outperform” rating on shares of Unity Software in a research note on Friday. Oppenheimer increased their price target on Unity Software from $38.00 to $47.00 and gave the company an “outperform” rating in a research note on Friday. Barclays raised their price target on Unity Software from $28.00 to $33.00 and gave the company an “equal weight” rating in a report on Friday, May 8th. Piper Sandler lifted their price objective on shares of Unity Software from $45.00 to $55.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Citigroup upped their price objective on shares of Unity Software from $40.00 to $48.00 and gave the company a “buy” rating in a report on Monday.

Insiders Place Their Bets

In other news, SVP Rebecca Berenice Boyden sold 952 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $27.20, for a total transaction of $25,894.40. Following the completion of the sale, the senior vice president owned 309,445 shares in the company, valued at $8,416,904. The trade was a 0.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Matthew S. Bromberg sold 138,993 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $27.18, for a total value of $3,777,829.74. Following the sale, the chief executive officer owned 1,557,514 shares of the company’s stock, valued at approximately $42,333,230.52. This represents a 8.19% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 198,321 shares of company stock worth $5,390,783 in the last 90 days. Corporate insiders own 0.77% of the company’s stock.

Institutional Trading of Unity Software

Several hedge funds have recently added to or reduced their stakes in U. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Unity Software by 5.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 813,176 shares of the company’s stock valued at $15,930,000 after buying an additional 45,481 shares in the last quarter. Focus Partners Wealth acquired a new stake in shares of Unity Software during the first quarter worth $260,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Unity Software by 28.9% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 5,542 shares of the company’s stock valued at $134,000 after acquiring an additional 1,241 shares during the period. California Public Employees Retirement System boosted its position in shares of Unity Software by 11.3% in the second quarter. California Public Employees Retirement System now owns 520,774 shares of the company’s stock valued at $12,603,000 after acquiring an additional 53,015 shares during the period. Finally, Sei Investments Co. grew its stake in shares of Unity Software by 1,135.6% in the second quarter. Sei Investments Co. now owns 224,715 shares of the company’s stock valued at $5,438,000 after acquiring an additional 206,529 shares in the last quarter. 73.46% of the stock is owned by institutional investors and hedge funds.

Unity Software News Summary

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

• Positive Sentiment: Strong Q2 performance: Unity reported second-quarter 2026 revenue of $546.5 million, up 23.9% year over year and above market expectations. Non-GAAP earnings of $0.28 per share exceeded consensus estimates by 12.4%, while the company highlighted margin expansion, AI-powered platform growth and strategic partnerships. U Q2 Deep Dive: AI-Powered Platform Drives Revenue, Margin Expansion, and Strategic Partnerships
• Positive Sentiment: Broad analyst optimism: Citigroup raised its price target from $40 to $48 and assigned a “buy” rating. Other reports cited target increases to $45, $47, $48, $54 and $55, while Benchmark, HSBC and Bank of America upgraded the stock. The revisions suggest analysts see further upside following Unity’s operating improvements and earnings momentum. Citigroup Raises Unity Software Price Target Unity Software Price Target Raised to $47 Unity Software Price Target Raised to $54
• Neutral Sentiment: CEO joins Jersey Mike’s board: Unity Chief Executive Officer Matthew Bromberg was appointed to the board of Jersey Mike’s Subs. The role may broaden his consumer-business experience and network, but it does not directly change Unity’s financial outlook or operations. Jersey Mike’s Appoints Matt Bromberg to Board of Directors

Unity Software Price Performance

Shares of NYSE U opened at $43.16 on Friday. The business’s 50 day moving average price is $30.37 and its two-hundred day moving average price is $26.60. The company has a market cap of $18.99 billion, a PE ratio of -31.74, a price-to-earnings-growth ratio of 5.09 and a beta of 2.04. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 0.56. Unity Software has a twelve month low of $16.78 and a twelve month high of $52.15.

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.