Unity Software (NYSE:U) Given New $60.00 Price Target at BTIG Research

Unity Software (NYSE:U) had its target price upped by BTIG Research from $53.00 to $60.00 in a research report report published on Thursday morning, MarketBeat.com reports. They currently have a buy rating on the stock.

A number of other equities analysts have also recently issued reports on the stock. Deutsche Bank Aktiengesellschaft upgraded shares of Unity Software from a “hold” rating to a “buy” rating and upped their price target for the stock from $31.00 to $50.00 in a research note on Friday, August 7th. UBS Group raised their price objective on shares of Unity Software from $48.00 to $49.00 and gave the company a “neutral” rating in a research note on Wednesday, October 28th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Unity Software in a report on Monday. Wedbush lifted their target price on shares of Unity Software from $50.00 to $55.00 and gave the stock an “outperform” rating in a report on Wednesday, October 14th. Finally, Benchmark upgraded shares of 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, August 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Unity Software has an average rating of “Moderate Buy” and an average target price of $49.51.

Unity Software Price Performance

Shares of NYSE U opened at $48.55 on Thursday. Unity Software has a 1 year low of $16.78 and a 1 year high of $52.15. The company has a debt-to-equity ratio of 0.55, a current ratio of 2.03 and a quick ratio of 2.03. The company’s 50-day moving average is $42.32 and its 200 day moving average is $31.79. The stock has a market capitalization of $21.37 billion, a P/E ratio of -35.70, a P/E/G ratio of 1.85 and a beta of 2.08.

Unity Software (NYSE:U) last posted its quarterly earnings data on Thursday, November 5th. The company reported $0.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.03 by $0.41. The business had revenue of $622.09 million during the quarter, compared to the consensus estimate of $567.03 million. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%. The firm’s quarterly revenue was up 32.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.20 earnings per share. On average, sell-side analysts expect that Unity Software will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In other news, COO Alexander Blum sold 43,556 shares of the company’s stock in a transaction on Friday, August 28th. The stock was 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 $28,797,311.05. This represents a 6.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 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 value of $46,770.24. Following the transaction, the senior vice president directly owned 308,413 shares in the company, valued at approximately $13,977,277.16. The trade was 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 over the last three months. Company insiders own 0.77% of the company’s stock.

Hedge Funds Weigh In On Unity Software

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Illinois Municipal Retirement Fund grew its stake in shares of Unity Software by 0.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 81,153 shares of the company’s stock valued at $3,322,000 after purchasing an additional 214 shares during the period. V Square Quantitative Management LLC increased its position in shares of Unity Software by 14.6% during the 3rd quarter. V Square Quantitative Management LLC now owns 2,329 shares of the company’s stock valued at $95,000 after purchasing an additional 297 shares during the last quarter. Fortitude Family Office LLC increased its position in shares of Unity Software by 56.1% during the 3rd quarter. Fortitude Family Office LLC now owns 840 shares of the company’s stock valued at $34,000 after purchasing an additional 302 shares during the last quarter. Elevation Wealth Partners LLC increased its position in shares of Unity Software by 15.0% during the 3rd quarter. Elevation Wealth Partners LLC now owns 2,628 shares of the company’s stock valued at $108,000 after purchasing an additional 342 shares during the last quarter. Finally, Pictet Asset Management Holding SA lifted its stake in shares of Unity Software by 0.7% in the 3rd quarter. Pictet Asset Management Holding SA now owns 51,640 shares of the company’s stock worth $2,114,000 after purchasing an additional 346 shares during the period. Institutional investors own 73.46% of the company’s stock.

Key Headlines Impacting Unity Software

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

• Positive Sentiment: Unity reported its first GAAP-profitable quarter since its 2020 IPO, with net income of $122 million. Revenue rose 32.2% year over year to $622.1 million, beating expectations, while adjusted earnings of $0.44 per share also topped estimates. Unity Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Growth in Unity Vector, the company’s AI-powered advertising business, was a key driver: Vector revenue increased 126% year over year. Management forecast fourth-quarter strategic revenue of $683 million–$691 million and an adjusted EBITDA margin of about 42%, citing continued Vector momentum. Unity forecasts Q4 strategic revenue and margin
• Positive Sentiment: Reuters reported that Silver Lake and Saudi Arabia’s Public Investment Fund have held talks about acquiring Unity. The report has fueled takeover speculation, but discussions do not guarantee a transaction. Report on acquisition talks
• Positive Sentiment: BTIG raised its price target to $60 and maintained a Buy rating, reflecting improved confidence following the results.
• Negative Sentiment: One earnings takeaway cautioned that Unity’s creator tools business is slowing, leaving investors watching whether advertising growth can offset weakness in that segment. Earnings analysis of Vector ads and creator tools

Unity Software Company Profile

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time content. Its core product is the Unity engine, a development platform used to build video games and experiences for mobile devices, personal computers, consoles, augmented and virtual reality systems, and other platforms.

The company also provides tools and services that support the development and operation of interactive applications, including collaboration and cloud-based development tools, multiplayer and voice communication capabilities, analytics, advertising, and in-app monetization solutions.