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

Posted by Francis Steltz on Nov 7th, 2026

Unity Software (NYSE:U – Free Report) had its price objective increased by Wells Fargo & Company from $53.00 to $64.00 in a research report sent to investors on Friday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

Several other research analysts have also recently issued reports on the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Unity Software in a report on Monday. UBS Group reiterated an “outperform” rating on shares of Unity Software in a research report on Friday. Citizens Jmp raised their price objective on Unity Software from $37.00 to $45.00 and gave the stock a “market outperform” rating in a research note on Friday, August 7th. Morgan Stanley boosted their target price on Unity Software from $50.00 to $55.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 13th. Finally, HSBC raised Unity Software from a “hold” rating to a “buy” rating and set a $47.10 target price on the stock in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $56.32.

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Unity Software Price Performance

NYSE:U traded up $2.75 during mid-day trading on Friday, reaching $51.55. 23,615,425 shares of the stock were exchanged, compared to its average volume of 8,798,267. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 0.55. The business has a fifty day moving average price of $42.48 and a 200 day moving average price of $31.84. Unity Software has a 1-year low of $16.78 and a 1-year high of $52.91. The firm has a market capitalization of $22.69 billion, a PE ratio of -63.65, a PEG ratio of 1.69 and a beta of 2.08.

Unity Software (NYSE:U – Get Free Report) last issued its quarterly earnings results 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. The company had revenue of $622.09 million during the quarter, compared to the consensus estimate of $567.03 million. Unity Software had a negative net margin of 28.97% and a positive return on equity of 4.64%. Unity Software’s revenue was up 32.2% on a year-over-year basis. During the same period in the prior year, the company earned $0.20 EPS. Research analysts expect that Unity Software will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In related news, COO Alexander Blum sold 43,556 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $43.51, for a total value of $1,895,121.56. Following the completion of the sale, the chief operating officer owned 661,855 shares in the company, valued at approximately $28,797,311.05. This represents a 6.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Bromberg sold 16,383 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $45.31, for a total transaction of $742,313.73. Following the completion of the transaction, the chief executive officer directly owned 1,541,131 shares of the company’s stock, valued at $69,828,645.61. This represents a 1.05% decrease in their position. 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 worth $4,884,202 over the last three months. 0.77% of the stock is owned by insiders.

Institutional Trading of Unity Software

A number of hedge funds have recently modified their holdings of the business. Fortitude Family Office LLC grew its holdings in shares of Unity Software by 56.1% during 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 in the last quarter. Provenance Wealth Advisors LLC purchased a new stake in Unity Software in the 3rd quarter worth about $37,000. Summit Securities Group LLC purchased a new stake in Unity Software in the 1st quarter worth about $54,000. Global Retirement Partners LLC purchased a new stake in Unity Software in the 2nd quarter worth about $56,000. Finally, Versant Capital Management Inc boosted its position in Unity Software by 37.6% during the 2nd quarter. Versant Capital Management Inc now owns 2,041 shares of the company’s stock worth $58,000 after acquiring an additional 558 shares during the period. Hedge funds and other 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: Q3 results beat expectations: Unity reported revenue of $622.1 million, up 32.2% year over year, and adjusted earnings of $0.44 per share. It also posted its first GAAP quarterly profit since its 2020 IPO, with net income of $122 million. Unity Q3 earnings beat estimates on Vector strength and margin gains
Positive Sentiment: AI-driven advertising is gaining traction: Revenue from Vector, Unity’s AI-powered advertising platform, surged 126%, helping widen margins and bolstering the growth outlook. Unity Q3 earnings call highlights Vector growth and AI expansion
Positive Sentiment: Outlook topped analyst expectations: Unity’s Q4 revenue guidance was well above consensus, with management anticipating 65%–67% growth in strategic revenue and an adjusted EBITDA margin of about 42%. Unity forecasts Q4 strategic revenue and margin
Positive Sentiment: Analyst targets moved higher: Needham and Citizens JMP raised targets to $70; Oppenheimer and Wells Fargo raised theirs to $64, while Citigroup lifted its target to $59. Needham price-target update
Neutral Sentiment: Takeover reports add uncertainty: Silver Lake and Saudi Arabia’s Public Investment Fund reportedly held discussions about acquiring Unity. Talks are described as early-stage, with no confirmed agreement or final terms. Silver Lake and PIF takeover approach report
Negative Sentiment: Creator tools are a caveat: While advertising is growing rapidly, a report noted that Unity’s creator-tools business is slowing, which could temper the broader growth story if that weakness persists. Vector ads lift Unity to first GAAP profit

Unity Software Company Profile

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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.