Wells Fargo & Company Issues Positive Forecast for Unity Software (NYSE:U) Stock Price

Unity Software (NYSE:U) had its price objective lifted by research analysts at Wells Fargo & Company from $53.00 to $64.00 in a note issued to investors on Friday, Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 23.39% from the stock’s current price.

U has been the subject of a number of other reports. Citigroup increased their target price on shares of Unity Software from $40.00 to $48.00 and gave the company a “buy” rating in a research report on Monday, August 10th. Jefferies Financial Group boosted their price target on shares of Unity Software from $50.00 to $54.00 and gave the stock a “buy” rating in a research report on Thursday, October 8th. HSBC upgraded shares of Unity Software from a “hold” rating to a “buy” rating and set a $47.10 price target on the stock in a research report on Friday, August 7th. Deutsche Bank Aktiengesellschaft raised shares of Unity Software from a “hold” rating to a “buy” rating and upped their price objective for the company from $31.00 to $50.00 in a research note on Friday, August 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Unity Software in a report on Monday. 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 assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $53.35.

Unity Software Price Performance

NYSE U traded up $3.07 during mid-day trading on Friday, hitting $51.87. The stock had a trading volume of 8,324,040 shares, compared to its average volume of 12,721,616. The firm’s 50 day moving average is $42.32 and its 200 day moving average is $31.79. Unity Software has a twelve month low of $16.78 and a twelve month high of $52.50. 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 stock has a market capitalization of $22.83 billion, a price-to-earnings ratio of -37.87, a PEG ratio of 1.85 and a beta of 2.08.

Unity Software (NYSE:U) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.03 by $0.41. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%. The company had revenue of $622.09 million for the quarter, compared to analyst estimates of $567.03 million. During the same quarter last year, the firm posted $0.20 EPS. The firm’s revenue for the quarter was up 32.2% on a year-over-year basis. Equities research analysts forecast that Unity Software will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Unity Software news, CFO Jarrod Yahes sold 26,017 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total value of $1,178,830.27. Following the completion of the sale, the chief financial officer directly owned 678,343 shares in the company, valued at $30,735,721.33. This represents a 3.69% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 Bromberg sold 16,383 shares of the firm’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total value of $742,313.73. Following the completion of the sale, the chief executive officer directly owned 1,541,131 shares of the company’s stock, valued at $69,828,645.61. This trade represents a 1.05% 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 valued at $4,884,202 in the last quarter. Corporate insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On Unity Software

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

Unity Software News Summary

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

• Positive Sentiment: Unity reported its first quarterly GAAP profit since its 2020 IPO, with net income of $122 million. Q3 revenue rose 32.2% year over year to $622.1 million, beating expectations, while its Vector advertising revenue surged 126%. Unity Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Q4 guidance was substantially above analyst expectations: Unity forecast revenue of $688 million to $696 million versus consensus of about $602 million. It also projected Q4 strategic revenue of $683 million to $691 million and an adjusted EBITDA margin of about 42%. Unity forecasts Q4 strategic revenue and margin
• Positive Sentiment: Reports say Silver Lake and Saudi Arabia’s Public Investment Fund have approached Unity about a possible acquisition, with reported deal values ranging from roughly $21.5 billion to $25 billion. Takeover interest may support expectations of a premium, although no agreement has been announced. Silver Lake and PIF takeover approach report
• Positive Sentiment: Needham raised its price target to $70 from $54 and maintained a Buy rating, adding to the upbeat analyst outlook. Needham analyst recommendations
• Neutral Sentiment: The reported acquisition talks remain preliminary; their outcome and any potential offer terms are uncertain.
• Negative Sentiment: One earnings analysis noted that Unity’s creator tools business is slowing, a potential concern if advertising growth does not continue to offset weakness in that segment. Analysis of Vector advertising and creator tools

About Unity Software

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.