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
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]
29% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 65
3% more funds holding
Funds holding: 404 [Q4 2024] → 417 (+13) [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
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Ross Sandler | 20%upside $25 | Equal-Weight Maintained | 8 May 2025 |
Stifel Parker Lane | 35%upside $28 | Buy Maintained | 8 May 2025 |
Needham Bernie McTernan | 44%upside $30 | Buy Maintained | 8 May 2025 |
Morgan Stanley Matthew Cost | 20%upside $25 | Overweight Maintained | 17 Apr 2025 |
UBS Chris Kuntarich | 6%upside $22 | Neutral Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 13 articles about U published over the past 30 days









