Unity

U

Market cap $19.1B

Overview Fund Activity

45.19 USD

-1.34

2.88%

At close Updated Sep 16, 12:18 PM EDT

1 day

-2.88%

5 days

-1.48%

1 month

17.87%

3 months

85.2%

6 months

110.58%

Year to date

84.37%

1 year

122.61%

5 years

-33.88%

10 years

-33.88%

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

Technology Software - Application

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 12 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

113% more call options, than puts

Call options by funds: $899M | Put options by funds: $421M

35% more capital invested

Capital invested by funds: $6.23B [Q1] → $8.43B (+$2.2B) [Q2]

29% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 77

23% more funds holding in top 10

Funds holding in top 10: 13 [Q1] → 16 (+3) [Q2]

18% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 124

6.14% more ownership

Funds ownership: 77.7% [Q1] → 83.83% (+6.14%) [Q2]

4% more funds holding

Funds holding: 421 [Q1] → 439 (+18) [Q2]

See Fund Rankings

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$15

67% downside

Avg. target

$34

25% downside

High target

$44

3% downside

12 analyst ratings

7 positive

58%

3 neutral

25%

2 negative

17%

Morgan Stanley Matthew Cost	$40	Overweight Maintained	7 Aug 2025
Wells Fargo Alec Brondolo	$29	Equal-Weight Maintained	7 Aug 2025
Barclays Ross Sandler	$30	Equal-Weight Maintained	7 Aug 2025
JMP Securities Andrew Boone	$35	Market Outperform Maintained	7 Aug 2025
Wedbush Alicia Reese	$41	Outperform Maintained	7 Aug 2025
Needham Bernie McTernan	$40	Buy Maintained	6 Aug 2025
Citigroup Jason Bazinet	$44	Buy Maintained	23 Jul 2025
BTIG Jake Fuller	$25	Sell Downgraded	23 Jul 2025
Wedbush Michael Pachter	$39	Outperform Maintained	17 Jul 2025
UBS Chris Kuntarich	$33	Neutral Maintained	17 Jul 2025
Jefferies Brent Thill	$35	Buy Maintained	16 Jul 2025
B of A Securities Omar Dessouky	$15	Underperform Reinstated	26 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 12 articles about U published over the past 30 days

Zacks Investment Research

Unity Software Inc. (U) Is Up 0.64% in One Week: What You Should Know

Does Unity Software Inc. (U) have what it takes to be a top stock pick for momentum investors? Let's find out.

Unity Software Inc. (U) Is Up 0.64% in One Week: What You Should Know

The Motley Fool

The 2 Smartest Artificial Intelligence (AI) Stocks to Buy Now as the AI Revolution Changes the World

Artificial intelligence (AI) has taken the world by storm in what seems like the blink of an eye. It's also played a huge role in pushing the stock market to new record highs.

The 2 Smartest Artificial Intelligence (AI) Stocks to Buy Now as the AI Revolution Changes the World

Zacks Investment Research

Can Unity Unlock Growth Through Its Create Solutions Segment?

U's Create Solutions segment is experiencing double-digit growth, driven by the adoption of Unity 6, AI innovation and major gaming partnerships.

Can Unity Unlock Growth Through Its Create Solutions Segment?

Unity Software: Revenue Multiples Under The Microscope

Unity's rally is driven by AI-powered Vector growth and expansion beyond gaming, but valuations have run ahead of execution and topline turnaround. Profitability remains elusive, with net losses persisting and only free cash flow margins showing notable improvement; topline growth is still sluggish. Valuations are stretched at ~10x EV/forward revenue, pricing in optimism without sufficient revenue acceleration or execution proof.

Unity Software: Revenue Multiples Under The Microscope

Unity Makes Ad Quality Tool Free to Help Improve Ad Experience and Player Retention

SAN FRANCISCO--(BUSINESS WIRE)-- #adquality--Unity (NYSE: U), the leading platform to create and grow games and interactive experiences, today announced the broad availability of its Ad Quality tool, now available as a free, standalone SDK for all publishers, regardless of mediation platform. This announcement reinforces Unity's leadership role in helping developers ensure player safety while protecting their brand and their revenue. "Ad Quality helps us provide the best in-game experience for our players,".

Unity Makes Ad Quality Tool Free to Help Improve Ad Experience and Player Retention

Zacks Investment Research

Unity vs. Roblox: Which 3D Content Stock Is the Better Buy Now?

U rebounds with ad-tech growth and enterprise expansion, while RBLX surges on engagement but faces losses and legal risks.

Unity vs. Roblox: Which 3D Content Stock Is the Better Buy Now?

The Motley Fool

2 Growth Stocks Down 48% to 81% to Buy Right Now

Buying competitively positioned companies after a fall in their share price can be very profitable. This can provide patient investors a golden opportunity to scoop up shares at cheaper prices before more growth in the business sends the stock higher.

2 Growth Stocks Down 48% to 81% to Buy Right Now

Zacks Investment Research

Unity Software Partners With Globant to Enhance Global Tech Adoption

U teams with Globant to expand 3D tech into new markets, fueling growth beyond gaming with enterprise-focused solutions.

Unity Software Partners With Globant to Enhance Global Tech Adoption

Zacks Investment Research

Unity Stock on Fire, Surges 64% in 3 Months: Still Time to Buy?

U surges 64% in three months, powered by AI-driven Vector, Unity 6 adoption, and global gaming and enterprise partnerships.

Unity Stock on Fire, Surges 64% in 3 Months: Still Time to Buy?

Zacks Investment Research

Unity Leans Into Partnerships: Will it Unlock Shareholder Value?

U's new deals with Tencent, Scopely and Nintendo highlight a pivot to long-term partnerships aimed at boosting growth and shareholder value.

Unity Leans Into Partnerships: Will it Unlock Shareholder Value?

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