Unity Software’s (U) Market Outperform Rating Reaffirmed at Citizens Jmp

Unity Software (NYSE:U)‘s stock had its “market outperform” rating reaffirmed by equities researchers at Citizens Jmp in a research report issued on Friday,Benzinga reports. They presently have a $37.00 price target on the stock. Citizens Jmp’s target price indicates a potential upside of 91.61% from the stock’s previous close.

U has been the topic of a number of other research reports. Benchmark reiterated a “hold” rating on shares of Unity Software in a report on Monday, February 2nd. Weiss Ratings restated a “sell (d-)” rating on shares of Unity Software in a research report on Wednesday, January 21st. Bank of America raised Unity Software from an “underperform” rating to a “neutral” rating and lifted their target price for the company from $18.00 to $19.00 in a research note on Tuesday, March 3rd. Wells Fargo & Company dropped their target price on Unity Software from $38.00 to $29.00 and set an “overweight” rating on the stock in a report on Friday. Finally, UBS Group reduced their price target on shares of Unity Software from $46.00 to $32.00 and set a “neutral” rating for the company in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Unity Software currently has a consensus rating of “Moderate Buy” and a consensus target price of $38.36.

Unity Software Stock Up 12.7%

Shares of NYSE:U opened at $19.31 on Friday. The firm has a 50 day simple moving average of $24.77 and a 200 day simple moving average of $35.99. Unity Software has a 52 week low of $15.33 and a 52 week high of $52.15. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.84 and a current ratio of 1.84. The company has a market cap of $8.36 billion, a PE ratio of -20.11, a price-to-earnings-growth ratio of 9.55 and a beta of 2.14.

Unity Software (NYSE:U) last announced its earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.20 by $0.04. The company had revenue of $503.09 million for the quarter, compared to the consensus estimate of $490.64 million. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The company’s revenue was up 10.1% on a year-over-year basis. During the same period in the previous year, the business earned ($0.30) EPS. As a group, research analysts expect that Unity Software will post -1.25 earnings per share for the current year.

Insider Activity

In related news, CFO Jarrod Yahes sold 6,205 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $21.03, for a total transaction of $130,491.15. Following the transaction, the chief financial officer owned 728,381 shares of the company’s stock, valued at approximately $15,317,852.43. This trade represents a 0.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Alexander Blum sold 2,541 shares of Unity Software stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $18.76, for a total transaction of $47,669.16. Following the completion of the sale, the chief operating officer owned 548,425 shares of the company’s stock, valued at $10,288,453. This trade represents a 0.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 41,684 shares of company stock worth $773,350 in the last three months. 3.61% of the stock is owned by insiders.

Institutional Investors Weigh In On Unity Software

Institutional investors and hedge funds have recently modified their holdings of the business. Root Financial Partners LLC acquired a new position in Unity Software during the third quarter worth $27,000. REAP Financial Group LLC bought a new position in Unity Software during the fourth quarter valued at about $28,000. Larson Financial Group LLC lifted its position in shares of Unity Software by 88.1% in the third quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock worth $29,000 after buying an additional 341 shares during the last quarter. V Square Quantitative Management LLC acquired a new stake in shares of Unity Software in the fourth quarter worth about $30,000. Finally, IFP Advisors Inc bought a new stake in shares of Unity Software during the 3rd quarter worth about $33,000. Institutional investors and hedge funds own 73.46% of the company’s stock.

Unity Software News Roundup

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

• Positive Sentiment: Unity reported preliminary Q1 revenue of $505M–$508M (above guidance of $480M–$490M) and adjusted EBITDA of $130M–$135M (vs guidance $105M–$110M); management attributed the outperformance to Unity V and said it will exit non‑strategic ad businesses to enhance growth and profitability. Unity Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad Businesses
• Positive Sentiment: Market showed an immediate reaction: Unity rallied in after‑hours trading after the company raised Q1 revenue/EBITDA above Street expectations, signaling near‑term operational improvement. Unity Software rallies by over 14% after-hours on fresh Q1 revenue guidance above Street expectations
• Positive Sentiment: Analysts remain constructive: Citizens reiterated a Market Outperform rating and a $37 price target, arguing the sell‑off has left Unity undervalued given its AI/growth prospects. Analyst coverage supports upside if execution continues. Unity (U) Stock Rated Outperform on Undervalued AI Growth Potential
• Positive Sentiment: Investment commentary is turning bullish for buy‑the‑dip investors who view Unity as a beaten‑down growth name with improving fundamentals after the recent guidance beat. 1 Beaten-Down Growth Stock Investors Can Buy on the Dip
• Neutral Sentiment: Unity is being highlighted in “stocks to watch” roundups — increased visibility can drive intraday volume but doesn’t change fundamentals by itself. Stocks to Watch: Datacentrex, Unity Software, Veritone, Zenas BioPharma
• Neutral Sentiment: General market columns have placed Unity on investors’ radars along with other large names; these mentions can attract short‑term traders but are not a catalyst on their own. Meta, Kodiak Sciences, Unity Software, Lumentum Holdings and Reddit: Why these 5 stocks are on investors’ radars today
• Neutral Sentiment: Additional writeups repeat the analyst optimism (reiterations and price‑target commentary); useful for sentiment tracking but largely duplicative of the above analyst coverage. Unity (U) Stock Rated Outperform on Undervalued AI Growth Potential
• Neutral Sentiment: One linked item covers Digital Turbine (APPS) and broader apps/revenue trends — not directly about Unity but relevant to ad/monetization themes investors watch across the sector. APPS’ Revenue Per Device in ODS Grows in Double Digits: What’s Ahead?

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.