Unity Software (NYSE:U) Given New $47.00 Price Target at Oppenheimer

Unity Software (NYSE:U) had its price objective lifted by Oppenheimer from $38.00 to $47.00 in a research report released on Friday,Benzinga reports. The firm currently has an outperform rating on the stock.

A number of other research analysts have also recently commented on U. Citigroup dropped their target price on shares of Unity Software from $43.00 to $40.00 and set a “buy” rating for the company in a report on Thursday, April 30th. HSBC raised shares of Unity Software from a “hold” rating to a “buy” rating and set a $47.10 price target on the stock in a report on Friday. Deutsche Bank Aktiengesellschaft raised shares of Unity Software from a “hold” rating to a “buy” rating and increased their price objective for the company from $31.00 to $50.00 in a research note on Friday. Barclays raised their target price on shares of Unity Software from $28.00 to $33.00 and gave the company an “equal weight” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC boosted their target price on shares of Unity Software from $40.00 to $54.00 and gave the stock a “buy” rating in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $44.74.

Unity Software Stock Performance

NYSE:U opened at $43.09 on Friday. Unity Software has a twelve month low of $16.78 and a twelve month high of $52.15. 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’s 50-day simple moving average is $30.15 and its 200 day simple moving average is $26.69. The firm has a market capitalization of $18.81 billion, a PE ratio of -31.69, a price-to-earnings-growth ratio of 4.83 and a beta of 2.04.

Insider Activity at Unity Software

In other news, CAO Mark Barrysmith sold 13,247 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 transaction of $360,053.46. Following the sale, the chief accounting officer directly owned 370,654 shares in the company, valued at approximately $10,074,375.72. The trade was a 3.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jarrod Yahes sold 24,021 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $27.18, for a total value of $652,890.78. Following the completion of the transaction, the chief financial officer directly owned 704,360 shares of the company’s stock, valued at $19,144,504.80. This represents a 3.30% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 198,321 shares of company stock valued at $5,390,783. Corporate insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On Unity Software

Several institutional investors and hedge funds have recently added to or reduced their stakes in U. REAP Financial Group LLC bought a new position in shares of Unity Software during the fourth quarter valued at $28,000. Larson Financial Group LLC lifted its holdings in shares of Unity Software by 88.1% during the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock worth $29,000 after purchasing an additional 341 shares during the period. V Square Quantitative Management LLC bought a new stake in shares of Unity Software in the fourth quarter worth $30,000. IFP Advisors Inc bought a new stake in shares of Unity Software in the third quarter worth $33,000. Finally, International Assets Investment Management LLC acquired a new stake in Unity Software in the fourth quarter valued at $36,000. 73.46% of the stock is currently owned by institutional investors and hedge funds.

More Unity Software News

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.