Unity Software (NYSE:U) Upgraded at Raymond James Financial

Raymond James Financial upgraded shares of Unity Software (NYSE:U) from a market perform rating to an outperform rating in a research note published on Thursday morning, MarketBeat reports. The firm currently has $54.00 price objective on the stock.

U has been the topic of several other reports. Weiss Ratings raised Unity Software from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Tuesday, August 4th. UBS Group reaffirmed an “outperform” rating on shares of Unity Software in a research note on Friday, August 7th. Bank of America upgraded Unity Software from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $30.00 to $50.00 in a report on Friday, August 7th. Oppenheimer increased their target price on shares of Unity Software from $38.00 to $47.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Finally, Benchmark upgraded shares of Unity Software from a “hold” rating to a “buy” rating and set a $50.00 price target on the stock in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $45.66.

Unity Software Price Performance

U opened at $46.95 on Thursday. Unity Software has a 1 year low of $16.78 and a 1 year high of $52.15. The company’s 50 day simple moving average is $42.97 and its 200 day simple moving average is $32.52. The stock has a market capitalization of $20.66 billion, a PE ratio of -34.52, a P/E/G ratio of 2.05 and a beta of 2.11. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.03 and a current ratio of 2.03.

Unity Software (NYSE:U) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.11) by $0.39. The company had revenue of $546.47 million for the quarter, compared to the consensus estimate of $514.72 million. Unity Software had a negative net margin of 28.97% and a positive return on equity of 4.64%. Unity Software’s revenue was up 24.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.18 earnings per share. As a group, sell-side analysts expect that Unity Software will post 0.55 EPS for the current year.

Insider Buying and Selling

In other news, COO Alexander Blum sold 43,556 shares of the business’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $43.51, for a total transaction of $1,895,121.56. Following the transaction, the chief operating officer directly owned 661,855 shares of the company’s stock, valued at approximately $28,797,311.05. The trade was a 6.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Rebecca Boyden sold 1,032 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $45.32, for a total transaction of $46,770.24. Following the completion of the transaction, the senior vice president owned 308,413 shares of the company’s stock, valued at $13,977,277.16. This trade represents a 0.33% decrease in their ownership of the stock. 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. Insiders have sold 109,547 shares of company stock worth $4,884,202 in the last 90 days. 0.77% of the stock is owned by insiders.

Institutional Investors Weigh In On Unity Software

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Riversedge Advisors LLC acquired a new position in Unity Software in the 3rd quarter worth $331,000. Wedmont Private Capital increased its position in shares of Unity Software by 20.8% during the third quarter. Wedmont Private Capital now owns 21,954 shares of the company’s stock worth $899,000 after acquiring an additional 3,775 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Unity Software by 31.8% during the third quarter. GAMMA Investing LLC now owns 7,789 shares of the company’s stock worth $319,000 after acquiring an additional 1,879 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in shares of Unity Software by 7.6% in the third quarter. Farther Finance Advisors LLC now owns 10,987 shares of the company’s stock worth $450,000 after acquiring an additional 780 shares in the last quarter. Finally, Zevenbergen Capital Investments LLC acquired a new position in shares of Unity Software in the third quarter worth about $1,334,000. 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: Multiple price-target increases: BTIG Research raised its target from $51 to $53 and maintained a “buy” rating. Jefferies also lifted its target from $50 to $54 with a “buy” rating, while Raymond James upgraded Unity from “market perform” to “outperform” and set a $54 target. The upgrades signal growing confidence in Unity’s 2026 growth prospects. What’s Going on With Unity Software Stock on Friday?
• Positive Sentiment: Google AI partnership creates a new catalyst: Unity and Alphabet announced a platform that allows developers to create game elements through text prompts. Investors view the collaboration as a potential boost to creator productivity, Unity adoption, monetization and operating margins, while strengthening its competitive position against Roblox. Alphabet and Unity Level Up Game Development
• Positive Sentiment: Improving fundamental backdrop: Unity’s latest reported quarter featured revenue growth of 24% year over year and earnings that exceeded consensus expectations. The results, combined with renewed interest in Unity’s development tools and virtual-reality opportunities, support the bullish analyst view. Unity Stock Still Looks Undervalued Following Its Five Year Fall
• Neutral Sentiment: Valuation and execution remain important: Unity has rebounded sharply over the past year and remains loss-making on a net-margin basis. Investors will likely look for evidence that the Google partnership converts into recurring revenue, better cash generation and sustained profitability rather than only higher expectations.
• Negative Sentiment: One analyst remains cautious: Zacks Research downgraded Unity from “strong buy” to “hold,” highlighting that analyst opinion is not uniformly bullish and that the stock’s rally may leave less room for disappointment.

About Unity Software

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time 2D and 3D content. Its platform is widely used to build video games for mobile devices, personal computers, consoles and the web, as well as applications for industries such as automotive, architecture, engineering, construction, manufacturing and entertainment.

The company’s core offering is the Unity development platform, which includes tools for graphics, physics, animation, audio, scripting and cross-platform deployment.