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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
103% more call options, than puts
Call options by funds: $663M | Put options by funds: $327M
35% more capital invested
Capital invested by funds: $6.23B [Q1] → $8.42B (+$2.18B) [Q2]
25% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 77
23% more funds holding in top 10
Funds holding in top 10: 13 [Q1] → 16 (+3) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 123
5.99% more ownership
Funds ownership: 77.7% [Q1] → 83.68% (+5.99%) [Q2]
3% more funds holding
Funds holding: 421 [Q1] → 432 (+11) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Morgan Stanley Matthew Cost | 1%downside $40 | Overweight Maintained | 7 Aug 2025 |
Wells Fargo Alec Brondolo | 28%downside $29 | Equal-Weight Maintained | 7 Aug 2025 |
Barclays Ross Sandler | 26%downside $30 | Equal-Weight Maintained | 7 Aug 2025 |
JMP Securities Andrew Boone | 14%downside $35 | Market Outperform Maintained | 7 Aug 2025 |
Wedbush Alicia Reese | 1%upside $41 | Outperform Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 25 articles about U published over the past 30 days
