Unity Software (NYSE:U) Given New $45.00 Price Target at Citizens Jmp

Posted by Brian Himes on Aug 8th, 2026

Unity Software (NYSE:U – Free Report) had its target price upped by Citizens Jmp from $37.00 to $45.00 in a research report report published on Friday morning,Benzinga reports. They currently have a market outperform rating on the stock.

U has been the subject of several other reports. Barclays upped their price objective on shares of Unity Software from $28.00 to $33.00 and gave the stock an “equal weight” rating in a report on Friday, May 8th. Deutsche Bank Aktiengesellschaft raised shares of Unity Software from a “hold” rating to a “buy” rating and lifted their target price for the company from $31.00 to $50.00 in a research note on Friday. Raymond James Financial initiated coverage on shares of Unity Software in a research report on Monday, June 29th. They set a “market perform” rating on the stock. Needham & Company LLC raised their price objective on shares of Unity Software from $40.00 to $54.00 and gave the stock a “buy” rating in a report on Friday. Finally, Benchmark upgraded shares of Unity Software from a “hold” rating to a “buy” rating and set a $50.00 price objective for the company in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $44.74.

Check Out Our Latest Report on Unity Software

Unity Software Stock Performance

Shares of U stock opened at $43.09 on Friday. The stock has a fifty day moving average of $30.15 and a 200 day moving average of $26.69. Unity Software has a 52 week low of $16.78 and a 52 week high of $52.15. The firm has a market capitalization of $18.81 billion, a price-to-earnings ratio of -31.69, a PEG ratio of 4.83 and a beta of 2.04. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 0.56.

Insider Activity

In related news, COO Alexander Blum sold 2,099 shares of Unity Software stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $27.37, for a total transaction of $57,449.63. Following the completion of the transaction, the chief operating officer directly owned 727,970 shares of the company’s stock, valued at $19,924,538.90. This trade represents a 0.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jarrod Yahes sold 24,021 shares of Unity Software stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $27.18, for a total transaction of $652,890.78. Following the transaction, the chief financial officer directly owned 704,360 shares of the company’s stock, valued at approximately $19,144,504.80. This trade represents a 3.30% 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. In the last quarter, insiders have sold 198,321 shares of company stock worth $5,390,783. 0.77% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Unity Software

A number of institutional investors and hedge funds have recently made changes to their positions in U. Vanguard Group Inc. lifted its holdings in shares of Unity Software by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 35,553,296 shares of the company’s stock valued at $1,570,389,000 after purchasing an additional 996,685 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of Unity Software by 58.7% in the 3rd quarter. Wellington Management Group LLP now owns 18,213,875 shares of the company’s stock worth $729,284,000 after buying an additional 6,734,285 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Unity Software by 5.9% in the 4th quarter. Geode Capital Management LLC now owns 5,852,047 shares of the company’s stock worth $258,547,000 after buying an additional 328,595 shares during the last quarter. Norges Bank bought a new position in Unity Software during the 4th quarter valued at approximately $230,285,000. Finally, Ameriprise Financial Inc. increased its position in Unity Software by 37.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 4,628,328 shares of the company’s stock valued at $112,006,000 after buying an additional 1,270,798 shares in the last quarter. 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: Q2 results exceeded expectations: Unity reported revenue of approximately $546.5 million, up 24% year over year, and adjusted earnings of $0.28 per share versus consensus estimates near $0.24-$0.25. Strategic Revenue growth and improved margins were key contributors. Unity Software Q2 Earnings and Revenues Top Estimates, Rise Y/Y
Positive Sentiment: Upbeat forward outlook: Management forecast third-quarter revenue of $540 million to $550 million, above the roughly $533.8 million analyst consensus, alongside a projected 33% adjusted EBITDA margin. Management also indicated that GAAP profitability could arrive as early as the third quarter of 2026. Unity forecasts Q3 strategic revenue of $540M-$550M
Positive Sentiment: Vector and Unity 7 support growth expectations: Analysts highlighted accelerating Vector AI advertising growth, Unity 7 integration, runtime-data monetization and portfolio simplification. Bank of America reportedly sees a sustainable Vector growth runway through the end of 2027. U Q2 Earnings Call Highlights Vector AI Acceleration
Positive Sentiment: Broad analyst support: Bank of America and Deutsche Bank upgraded Unity to “buy” with $50 targets, while Benchmark and HSBC also moved to “buy.” Needham raised its target to $54, Piper Sandler to $55, and Wells Fargo, Oppenheimer and Citizens JMP also lifted their targets and maintained bullish ratings. Analysts Boost Forecasts on Unity After Q2 Results
Neutral Sentiment: Unusually heavy call-option buying accompanied the earnings reaction, indicating increased bullish positioning but also the potential for elevated short-term volatility.
Negative Sentiment: Despite improving margins and guidance, Unity remains unprofitable on a GAAP basis, and its elevated valuation and proximity to its 52-week high could leave the stock sensitive to any slowdown in Vector growth or disappointment in execution.

About Unity Software

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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.