Unity Software (NYSE:U) Price Target Raised to $55.00 at Piper Sandler

Unity Software (NYSE:U) had its target price lifted by Piper Sandler from $45.00 to $55.00 in a report released on Friday morning,Benzinga reports. They currently have an overweight rating on the stock.

Several other equities analysts have also issued reports on U. UBS Group reaffirmed an “outperform” rating on shares of Unity Software in a report on Friday. Barclays raised their price objective on Unity Software from $28.00 to $33.00 and gave the stock an “equal weight” rating in a research report on Friday, May 8th. Benchmark upgraded Unity Software from a “hold” rating to a “buy” rating and set a $50.00 target price on the stock in a research note on Friday. Citizens Jmp upped their target price on Unity Software from $37.00 to $45.00 and gave the company a “market outperform” rating in a research report on Friday. Finally, HSBC upgraded Unity Software from a “hold” rating to a “buy” rating and set a $47.10 price target for the company in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $44.74.

Unity Software Trading Up 5.6%

NYSE:U opened at $43.09 on Friday. Unity Software has a 52 week low of $16.78 and a 52 week high of $52.15. The firm has a 50 day moving average of $30.15 and a 200 day moving average of $26.69. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 0.56. The stock has a market capitalization of $18.81 billion, a price-to-earnings ratio of -31.69, a PEG ratio of 4.83 and a beta of 2.04.

Insider Buying and Selling at Unity Software

In other news, COO Alexander Blum sold 19,009 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $27.18, for a total value of $516,664.62. Following the completion of the transaction, the chief operating officer owned 730,069 shares of the company’s stock, valued at $19,843,275.42. The trade was a 2.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 company’s stock in a transaction dated 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 completion of the sale, the chief executive officer owned 1,557,514 shares in the company, valued at $42,333,230.52. The trade was a 8.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 198,321 shares of company stock worth $5,390,783. Insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On Unity Software

Several hedge funds have recently bought and sold shares of the stock. Citizens Financial Group Inc. RI acquired a new stake in shares of Unity Software during the 2nd quarter worth approximately $2,165,000. WT Asset Management Ltd acquired a new position in shares of Unity Software in the 2nd quarter valued at $5,698,000. Pallas Capital Advisors LLC purchased a new stake in Unity Software during the second quarter worth $571,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Unity Software during the second quarter worth $6,788,000. Finally, Global Retirement Partners LLC acquired a new stake in Unity Software during the second quarter valued at $56,000. Hedge funds and other institutional investors own 73.46% of the company’s stock.

Unity Software News Summary

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

• Positive Sentiment: Q2 results exceeded expectations: Unity reported revenue of approximately $546.5 million, up 24% year over year, and adjusted earnings of $0.28 per share versus consensus estimates near $0.24-$0.25. Strategic Revenue growth and improved margins were key contributors. Unity Software Q2 Earnings and Revenues Top Estimates, Rise Y/Y
• Positive Sentiment: Upbeat forward outlook: Management forecast third-quarter revenue of $540 million to $550 million, above the roughly $533.8 million analyst consensus, alongside a projected 33% adjusted EBITDA margin. Management also indicated that GAAP profitability could arrive as early as the third quarter of 2026. Unity forecasts Q3 strategic revenue of $540M-$550M
• Positive Sentiment: Vector and Unity 7 support growth expectations: Analysts highlighted accelerating Vector AI advertising growth, Unity 7 integration, runtime-data monetization and portfolio simplification. Bank of America reportedly sees a sustainable Vector growth runway through the end of 2027. U Q2 Earnings Call Highlights Vector AI Acceleration
• Positive Sentiment: Broad analyst support: Bank of America and Deutsche Bank upgraded Unity to “buy” with $50 targets, while Benchmark and HSBC also moved to “buy.” Needham raised its target to $54, Piper Sandler to $55, and Wells Fargo, Oppenheimer and Citizens JMP also lifted their targets and maintained bullish ratings. Analysts Boost Forecasts on Unity After Q2 Results
• Neutral Sentiment: Unusually heavy call-option buying accompanied the earnings reaction, indicating increased bullish positioning but also the potential for elevated short-term volatility.
• Negative Sentiment: Despite improving margins and guidance, Unity remains unprofitable on a GAAP basis, and its elevated valuation and proximity to its 52-week high could leave the stock sensitive to any slowdown in Vector growth or disappointment in execution.

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.