Unity Software (NYSE:U) Given New $32.00 Price Target at UBS Group

Unity Software (NYSE:U) had its target price decreased by equities researchers at UBS Group from $46.00 to $32.00 in a note issued to investors on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. UBS Group’s target price would suggest a potential upside of 11.19% from the company’s current price.

U has been the subject of a number of other research reports. Piper Sandler raised Unity Software from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $43.00 to $59.00 in a research report on Thursday, December 11th. Wall Street Zen raised shares of Unity Software from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Wedbush upped their target price on shares of Unity Software from $50.00 to $55.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 2nd. Wells Fargo & Company boosted their price target on shares of Unity Software from $51.00 to $54.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Unity Software in a report on Wednesday, October 22nd. They issued a “hold” rating and a $39.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $44.46.

Unity Software Trading Up 4.5%

U traded up $1.25 during trading on Tuesday, hitting $28.78. 14,718,910 shares of the stock traded hands, compared to its average volume of 15,473,821. The firm has a 50-day moving average of $41.99 and a 200 day moving average of $39.98. Unity Software has a 12-month low of $15.33 and a 12-month high of $52.15. The firm has a market capitalization of $12.32 billion, a P/E ratio of -27.37, a price-to-earnings-growth ratio of 26.32 and a beta of 2.05. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.78 and a quick ratio of 2.78.

Insider Activity at Unity Software

In related news, Director David Helgason sold 393,312 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $49.64, for a total value of $19,524,007.68. Following the completion of the transaction, the director directly owned 5,439,173 shares in the company, valued at approximately $270,000,547.72. This represents a 6.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Matthew S. Bromberg sold 41,025 shares of Unity Software stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $41.38, for a total transaction of $1,697,614.50. Following the sale, the chief executive officer owned 1,192,541 shares in the company, valued at $49,347,346.58. This represents a 3.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,338,021 shares of company stock worth $63,138,575. Company insiders own 3.61% of the company’s stock.

Institutional Investors Weigh In On Unity Software

Several institutional investors and hedge funds have recently made changes to their positions in the company. Jefferies Financial Group Inc. bought a new position in Unity Software during the 2nd quarter valued at $205,000. Forum Financial Management LP acquired a new position in Unity Software during the second quarter worth about $256,000. Austin Wealth Management LLC bought a new stake in Unity Software in the second quarter worth about $208,000. PNC Financial Services Group Inc. lifted its holdings in Unity Software by 148.2% in the 2nd quarter. PNC Financial Services Group Inc. now owns 22,181 shares of the company’s stock valued at $537,000 after acquiring an additional 13,245 shares during the last quarter. Finally, Broad Peak Investment Advisers Pte Ltd boosted its position in shares of Unity Software by 43.6% during the 3rd quarter. Broad Peak Investment Advisers Pte Ltd now owns 2,849,437 shares of the company’s stock valued at $114,091,000 after purchasing an additional 865,179 shares in the last quarter. 73.46% of the stock is owned by institutional investors and hedge funds.

Key Unity Software News

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

• Positive Sentiment: Oppenheimer upgraded Unity from Market Perform to Outperform and set a $38 price target, citing AI resilience and giving the stock meaningful upside from current levels. This upgrade directly supported buying interest and helped lift the stock. Unity Software upgraded: Oppenheimer eyes $38 amid AI resilience
• Positive Sentiment: Unusually large single-day call option activity: investors bought 75,902 call contracts (about 35% above average call volume). Heavy call buying signals bullish positioning or speculative bets ahead of catalysts (earnings/AI announcements), which can drive near-term upside.
• Neutral Sentiment: Unity reports Q4 results tomorrow — this is the main near-term catalyst. Expectations include momentum from Vector AI and Create subscription trends, but investors will watch guidance and margin impact from elevated spending. Earnings outcomes and forward commentary can swing the stock either way. Earnings to watch: Unity (U) reports Q4 results tomorrow
• Neutral Sentiment: Analyst previews note upside from AI product adoption but flag high operating costs and increased spending could limit near-term margins — a mixed fundamental backdrop that keeps the post-earnings reaction uncertain. Unity Software to Post Q4 Earnings: What’s in the Cards for the Stock?
• Negative Sentiment: Media commentary from Jim Cramer flagged Unity as a name that could be “hurt by” AI, reflecting a narrative risk: while Unity is betting on AI-driven tools, some investors worry AI could displace parts of its business or pressure economics. Negative punditry can add volatility, especially around earnings. Jim Cramer Calls Unity (U) a “Candidate to Be Hurt By” AI

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.