Unity Software (NYSE:U) Price Target Raised to $53.00

Posted by George Bondi on Oct 12th, 2026

Unity Software (NYSE:U – Free Report) had its price target upped by BTIG Research from $51.00 to $53.00 in a report issued on Friday,Benzinga reports. BTIG Research currently has a buy rating on the stock.

Other analysts have also issued research reports about the company. HSBC upgraded Unity Software from a “hold” rating to a “buy” rating and set a $47.10 price target for the company in a report on Friday, August 7th. Weiss Ratings upgraded Unity Software from a “sell (e+)” rating to a “sell (d-)” rating in a report on Tuesday, August 4th. Wells Fargo & Company lifted their target price on Unity Software from $36.00 to $48.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Wedbush lifted their target price on Unity Software from $32.00 to $36.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Finally, Citigroup upped their target price on Unity Software from $40.00 to $48.00 and gave the stock a “buy” rating in a report on Monday, August 10th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Unity Software has a consensus rating of “Moderate Buy” and a consensus target price of $45.66.

Check Out Our Latest Research Report on U

Unity Software Trading Up 0.1%

Shares of U opened at $46.95 on Friday. The firm has a market capitalization of $20.66 billion, a price-to-earnings ratio of -34.52, a PEG ratio of 2.05 and a beta of 2.11. The company has a debt-to-equity ratio of 0.55, a current ratio of 2.03 and a quick ratio of 2.03. Unity Software has a 1-year low of $16.78 and a 1-year high of $52.15. The company has a 50-day moving average of $42.97 and a 200 day moving average of $32.62.

Unity Software (NYSE:U – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates of ($0.11) by $0.39. The business had revenue of $546.47 million for the quarter, compared to the consensus estimate of $514.72 million. Unity Software had a negative net margin of 28.97% and a positive return on equity of 4.64%. The company’s revenue for the quarter was up 24.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.18 EPS. On average, research analysts expect that Unity Software will post 0.55 EPS for the current year.

Insider Buying and Selling at Unity Software

In related news, SVP Rebecca Boyden sold 1,032 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 308,413 shares of the company’s stock, valued at $13,977,277.16. The trade was a 0.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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 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 $742,313.73. Following the sale, the chief executive officer owned 1,541,131 shares of the company’s stock, valued at approximately $69,828,645.61. This represents a 1.05% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 109,547 shares of company stock valued at $4,884,202. 0.77% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in U. Atreides Management LP acquired a new stake in shares of Unity Software in the 2nd quarter worth $292,826,000. Resolute Advisors LLC increased its position in Unity Software by 473.3% during the 2nd quarter. Resolute Advisors LLC now owns 4,766,219 shares of the company’s stock valued at $136,219,000 after buying an additional 3,934,840 shares in the last quarter. Renaissance Technologies LLC acquired a new position in Unity Software during the 1st quarter valued at about $54,534,000. Avala Global LP acquired a new position in Unity Software during the 2nd quarter valued at about $62,522,000. Finally, Dimensional Fund Advisors LP raised its stake in Unity Software by 52.8% in the first quarter. Dimensional Fund Advisors LP now owns 4,245,014 shares of the company’s stock valued at $93,089,000 after buying an additional 1,465,962 shares during the last quarter. 73.46% of the stock is owned by institutional investors.

Trending Headlines about Unity Software

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

Positive Sentiment: Multiple price-target increases: BTIG Research raised its target from $51 to $53 and maintained a “buy” rating. Jefferies also lifted its target from $50 to $54 with a “buy” rating, while Raymond James upgraded Unity from “market perform” to “outperform” and set a $54 target. The upgrades signal growing confidence in Unity’s 2026 growth prospects. What’s Going on With Unity Software Stock on Friday?
Positive Sentiment: Google AI partnership creates a new catalyst: Unity and Alphabet announced a platform that allows developers to create game elements through text prompts. Investors view the collaboration as a potential boost to creator productivity, Unity adoption, monetization and operating margins, while strengthening its competitive position against Roblox. Alphabet and Unity Level Up Game Development
Positive Sentiment: Improving fundamental backdrop: Unity’s latest reported quarter featured revenue growth of 24% year over year and earnings that exceeded consensus expectations. The results, combined with renewed interest in Unity’s development tools and virtual-reality opportunities, support the bullish analyst view. Unity Stock Still Looks Undervalued Following Its Five Year Fall
Neutral Sentiment: Valuation and execution remain important: Unity has rebounded sharply over the past year and remains loss-making on a net-margin basis. Investors will likely look for evidence that the Google partnership converts into recurring revenue, better cash generation and sustained profitability rather than only higher expectations.
Negative Sentiment: One analyst remains cautious: Zacks Research downgraded Unity from “strong buy” to “hold,” highlighting that analyst opinion is not uniformly bullish and that the stock’s rally may leave less room for disappointment.

About Unity Software

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Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time 2D and 3D content. Its platform is widely used to build video games for mobile devices, personal computers, consoles and the web, as well as applications for industries such as automotive, architecture, engineering, construction, manufacturing and entertainment.

The company’s core offering is the Unity development platform, which includes tools for graphics, physics, animation, audio, scripting and cross-platform deployment.