Analysts’ Recent Ratings Changes for Unity Software (U)

A number of research firms have changed their ratings and price targets for Unity Software (NYSE: U):

• 12/11/2025 – Unity Software was upgraded by analysts at Piper Sandler from a “neutral” rating to an “overweight” rating. They now have a $59.00 price target on the stock, up previously from $43.00.
• 12/11/2025 – Unity Software was upgraded by analysts at BTIG Research from a “neutral” rating to a “buy” rating. They now have a $60.00 price target on the stock.
• 12/6/2025 – Unity Software was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 12/5/2025 – Unity Software was upgraded by analysts at Wells Fargo & Company from an “equal weight” rating to an “overweight” rating. They now have a $51.00 price target on the stock, up previously from $42.00.
• 12/2/2025 – Unity Software had its price target raised by analysts at Wedbush from $50.00 to $55.00. They now have an “outperform” rating on the stock.
• 12/1/2025 – Unity Software was upgraded by analysts at Arete Research from a “neutral” rating to a “buy” rating. They now have a $48.00 price target on the stock.
• 11/28/2025 – Unity Software was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 11/16/2025 – Unity Software was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 11/11/2025 – Unity Software had its price target raised by analysts at Citigroup Inc. from $50.00 to $52.00. They now have a “buy” rating on the stock.
• 11/8/2025 – Unity Software was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 11/7/2025 – Unity Software had its price target raised by analysts at Wells Fargo & Company from $37.00 to $42.00. They now have an “equal weight” rating on the stock.
• 11/7/2025 – Unity Software was upgraded by analysts at Macquarie from a “neutral” rating to an “outperform” rating. They now have a $50.00 price target on the stock, up previously from $33.00.
• 11/6/2025 – Unity Software had its price target raised by analysts at Barclays PLC from $30.00 to $35.00. They now have an “equal weight” rating on the stock.
• 11/6/2025 – Unity Software had its price target raised by analysts at Wedbush from $42.00 to $50.00. They now have an “outperform” rating on the stock.
• 11/6/2025 – Unity Software had its price target raised by analysts at Needham & Company LLC from $40.00 to $50.00. They now have a “buy” rating on the stock.
• 10/31/2025 – Unity Software was upgraded by analysts at BTIG Research from a “sell” rating to a “neutral” rating.
• 10/22/2025 – Unity Software is now covered by analysts at Deutsche Bank Aktiengesellschaft. They set a “hold” rating and a $39.00 price target on the stock.
• 10/20/2025 – Unity Software had its price target raised by analysts at UBS Group AG from $35.00 to $40.00. They now have a “neutral” rating on the stock.
• 10/20/2025 – Unity Software had its price target raised by analysts at Morgan Stanley from $40.00 to $44.00. They now have an “overweight” rating on the stock.

Insider Buying and Selling at Unity Software

In related news, Director Tomer Bar-Zeev sold 250,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $37.98, for a total transaction of $9,495,000.00. Following the transaction, the director owned 1,298,146 shares in the company, valued at $49,303,585.08. This represents a 16.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Alexander Blum sold 40,693 shares of the stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $41.38, for a total value of $1,683,876.34. Following the completion of the transaction, the chief operating officer directly owned 563,118 shares in the company, valued at approximately $23,301,822.84. This represents a 6.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,901,471 shares of company stock worth $85,264,529. 3.61% of the stock is owned by company insiders.

Unity Software Inc operates a real-time 3D development platform. Its platform provides software solutions 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 company offers its solutions directly through its online store and field sales operations in North America, Denmark, Finland, the United Kingdom, Germany, Japan, China, Singapore, and South Korea, as well as indirectly through independent distributors and resellers worldwide.