Unity
About: Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC, and other Americas, and key revenue is derived from the EMEA region. The products are used in the gaming industry, retail, automotive, architecture, engineering, and construction.
Employees: 4,987
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
63% more call options, than puts
Call options by funds: $614M | Put options by funds: $376M
63% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 13 (+5) [Q1 2025]
27% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 66
3% more funds holding
Funds holding: 404 [Q4 2024] → 418 (+14) [Q1 2025]
3.07% more ownership
Funds ownership: 74.62% [Q4 2024] → 77.69% (+3.07%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 127
8% less capital invested
Capital invested by funds: $6.75B [Q4 2024] → $6.23B (-$521M) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
48%
downside
Avg. target
$25
13%
downside
High target
$30
4%
upside
7 analyst ratings
4 positive
57%
2 neutral
29%
1 negative
14%
Wells Fargo Alec Brondolo | 17%downside $24 | Equal-Weight Maintained | 7 Jul 2025 |
B of A Securities Omar Dessouky | 48%downside $15 | Underperform Reinstated | 26 Jun 2025 |
Jefferies Brent Thill | 0%upside $29 | Buy Upgraded | 30 May 2025 |
Barclays Ross Sandler | 14%downside $25 | Equal-Weight Maintained | 8 May 2025 |
Stifel Parker Lane | 3%downside $28 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 9 articles about U published over the past 30 days
Positive
Seeking Alpha
1 day ago
Unity Software: In Defense Of The Graphics Engine
Unity's core game engine is a highly valuable and underappreciated asset. The game engine space is consolidating into a Unity/Unreal duopoly. Monetization remains a challenge, but recent fee structure changes and industry trends suggest Unity can capture more value from its engine over time.
Neutral
Business Wire
1 day ago
Genies Partners With Unity to Bring AI Avatars and UGC Tools to Developers, Unlocking New Game Genres and Accelerating Development
LOS ANGELES--(BUSINESS WIRE)--Genies, an AI avatar and gaming technology company, has partnered with Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, to provide game developers access to highly customizable AI avatar and asset creation tools. The partnership will also bring game, entertainment, celebrity, and sports IP into the Unity Asset Store, where developers can gain access to IP-driven avatars and assets to create games via Genies' partnerships.
Positive
Seeking Alpha
2 days ago
Unity Software: An Inflection That Most Are Missing - Why I'm Long
Unity Software is undergoing a strategic transformation, shedding underperforming segments to become more focused, profitable, and efficient. The Create and Grow segments are showing momentum, with Unity 6 adoption and the new AI-powered Vector ad platform driving improved performance. I expect revenue growth to inflect positively by Q4 2025, with free cash flow reaching $350 million in 2025 and margins expanding steadily.
Positive
Zacks Investment Research
3 days ago
Unity Software (U) Soars 6.6%: Is Further Upside Left in the Stock?
Unity Software (U) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
The Motley Fool
1 week ago
2 Beaten-Down Stocks That Could Come Roaring Back
The stock market has rebounded over the past few months, but some struggling stocks have been left behind. Unity (U 1.10%) and Intel (INTC -4.35%) are facing serious challenges, and it will take time for their turnarounds to gain traction.
Positive
Zacks Investment Research
1 week ago
Unity Software Inc. (U) Outperforms Broader Market: What You Need to Know
In the most recent trading session, Unity Software Inc. (U) closed at $24.28, indicating a +1.12% shift from the previous trading day.
Neutral
Zacks Investment Research
2 weeks ago
Unity Software Inc. (U) Stock Dips While Market Gains: Key Facts
The latest trading day saw Unity Software Inc. (U) settling at $23.4, representing a -3.11% change from its previous close.
Neutral
Zacks Investment Research
3 weeks ago
Unity Software Inc. (U) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, Unity Software Inc. (U) closed at $23.07, indicating a -3.51% shift from the previous trading day.
Neutral
Business Wire
4 weeks ago
Unity Selects Optable to Power New Audience Hub, Unlocking Smarter Targeting for Brand Marketers
MONTREAL--(BUSINESS WIRE)--Optable, a pioneering identity management & data collaboration platform, has announced it has been selected by Unity to power its newly launched Audience Hub. Unity's Audience Hub empowers brand marketers to create custom audiences of gamers in a privacy-first way. Unity partnered with Optable to offer brand marketers a new way to reach players using a seamless and secure platform for audience collaboration, precision targeting and omni-channel activation. The Opt.
Neutral
Business Wire
1 month ago
New Unity Audience Hub Doubles Engagement for Brand Campaigns, Unlocking Privacy-First Advertising Across Mobile and CTV
SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced the launch of the Unity Audience Hub. The Audience Hub blends federated, privacy-first insights from Unity's ads ecosystem with trusted third-party data sources to deliver curated, high-intent audiences to brand marketers. It optimizes for combined audience intelligence without compromising data privacy. In initial beta testing, brands have experienced a 10.
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