Unity Software, Inc. (U)
NYSE:U
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U Stock Chart & Stats
$25.92
-$0.81(-3.52%)
At close: 4:00 PM EST
$25.92
-$0.81(-3.52%)
Day’s Range― - ―
52-Week Range$16.78 - $52.15
Previous Close$22.17
Volume7.88M
Average Volume (3M)10.56M
Market Cap
$12.00B
Enterprise Value$11.65B
Total Cash (Recent Filing)$2.14B
Total Debt (Recent Filing)$2.24B
Price to Earnings (P/E)―
Beta2.18
Next Earnings
Aug 11, 2026EPS Estimate
-0.11Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.57
Shares Outstanding436,535,000
10 Day Avg. Volume8,815,924
30 Day Avg. Volume10,564,845
Financial Highlights & Ratios
PEG Ratio1.08
Price to Book (P/B)5.74
Price to Sales (P/S)10.05
P/FCF Ratio46.03
Enterprise Value/Market Cap0.97
Enterprise Value/Revenue6.06
Enterprise Value/Gross Profit10.20
Enterprise Value/Ebitda-74.05
Forecast
1Y Price Target
$34.54Price Target Upside33.25% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering15
EPS Forecast (FY)-0.94
Revenue Forecast (FY)$2.13B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationConsistently positive and growing free cash flow provides durable internal funding for R&D, AI investments, and debt servicing without reliance on equity raises. Strong cash conversion versus accounting losses reduces liquidity risk and supports execution of margin expansion and the planned convertible payoff.
Margin Expansion And GAAP PathMaterial adjusted-EBITDA gains and explicit management targets indicate improving operating leverage and disciplined cost structure (lower SBC, falling amortization). If sustained, these dynamics can convert cash-positive operations into durable GAAP profitability over the next several quarters.
Platform Leadership And AdoptionHigh share in mobile game creation, accelerating sign-ups and app publishing reflect a strong developer ecosystem and network effects. Durable platform advantages and wide developer opt-in for data create long-term monetization and AI model training benefits that support sustained revenue growth across gaming and non-gaming verticals.
Bears Say
Sustained GAAP Losses And Negative ReturnsDespite improving adjusted metrics, persistent GAAP losses and negative returns signal the company has not yet translated operational gains into shareholder returns. Continued negative ROE and reported net losses increase execution risk and mean the capital base must produce higher future profits to justify current investments.
Convertible Maturity And LeverageA material convertible maturity and sizable debt load constrain financial flexibility; management plans to use cash to retire the convert, which reduces cushion for opportunistic M&A or additional AI investments. If cash flows weaken, the maturity amplifies refinancing or liquidity risk despite manageable leverage today.
AI/cloud Investment Pressure And Margin VariabilityOngoing AI and inference costs create structural gross-margin volatility until Unity captures commensurate revenue from AI-native products. Elevated AI/cloud spend and higher R&D require successful product monetization; otherwise, investments could postpone or erode the company’s path to durable GAAP profitability.
Unity Software News
U FAQ
What was Unity Software, Inc.’s price range in the past 12 months?
Unity Software, Inc. lowest stock price was $16.78 and its highest was $52.15 in the past 12 months.
What is Unity Software, Inc.’s market cap?
Unity Software, Inc.’s market cap is $12.00B.
When is Unity Software, Inc.’s upcoming earnings report date?
Unity Software, Inc.’s upcoming earnings report date is Aug 11, 2026 which is in 51 days.
How were Unity Software, Inc.’s earnings last quarter?
Unity Software, Inc. released its earnings results on May 07, 2026. The company reported -$0.8 earnings per share for the quarter, missing the consensus estimate of -$0.211 by -$0.589.
Is Unity Software, Inc. overvalued?
According to Wall Street analysts Unity Software, Inc.’s price is currently Undervalued.
Does Unity Software, Inc. pay dividends?
Unity Software, Inc. does not currently pay dividends.
What is Unity Software, Inc.’s EPS estimate?
Unity Software, Inc.’s EPS estimate is -0.11.
How many shares outstanding does Unity Software, Inc. have?
Unity Software, Inc. has 436,535,000 shares outstanding.
What happened to Unity Software, Inc.’s price movement after its last earnings report?
Unity Software, Inc. reported an EPS of -$0.8 in its last earnings report, missing expectations of -$0.211. Following the earnings report the stock price went down -2.016%.
Which hedge fund is a major shareholder of Unity Software, Inc.?
Currently, no hedge funds are holding shares in U
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Unity Software Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$34.54 (33.25% Upside)
$34.54 (33.25% Upside)
Blogger Sentiment
Bullish
U Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 15.2M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $5.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.1%
Last 30 Days ▲ 0.2%
Last 30 Days ▲ 0.2%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
14.93%
12-Months-Change
Fundamentals
Return on Equity
-21.33%
Trailing 12-Months
Asset Growth
-1.87%
Trailing 12-Months
Company Description
Unity Software, Inc.
Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware. The company serves a diverse professional base, assisting content creators, software developers, artists, designers, engineers, and architects in bringing their interactive 2D and 3D visions to life. Unity's offerings are distributed globally through various channels, including its direct online store, dedicated field sales teams, and a network of independent distributors and resellers. This extensive international presence spans numerous countries such as the United States, Canada, China, Japan, Germany, France, the United Kingdom, and many others across Europe, Asia, and South America. Founded in 2004, Unity Software maintains its corporate headquarters in San Francisco, California.
U Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong top-line and margin momentum across both Create and Grow businesses, driven by rapid adoption of Vector and an expanding AI-native product roadmap. Management provided clear financial improvements (revenue growth, record adjusted EBITDA, margin expansion, strong cash flow) and a pulled-forward path to GAAP profitability, while noting near-term transitional costs from strategic exits, elevated cloud/AI investments and that runtime data benefits will compound over time rather than produce immediate spikes.View all U earnings summariesU Revenue Breakdown
60.72% Operate Solutions
39.28% Create Solutions
U Stock 12 Month Forecast
Average Price Target
$34.54
▲(33.25% Upside)
Technical Analysis
Ownership Overview
18.27% Insiders
18.36% Mutual Funds
37.22% Other Institutional Investors
10.17% Public Companies and Individual Investors