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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
86% more call options, than puts
Call options by funds: $908M | Put options by funds: $488M
30% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 76
3% more funds holding
Funds holding: 390 [Q3] → 403 (+13) [Q4]
2% more capital invested
Capital invested by funds: $6.62B [Q3] → $6.75B (+$131M) [Q4]
0.78% more ownership
Funds ownership: 73.83% [Q3] → 74.61% (+0.78%) [Q4]
17% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 131
20% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Morgan Stanley Matthew Cost 42% 1-year accuracy 5 / 12 met price target | 15%upside $25 | Overweight Maintained | 17 Apr 2025 |
UBS Chris Kuntarich 54% 1-year accuracy 7 / 13 met price target | 1%upside $22 | Neutral Maintained | 11 Apr 2025 |
Wells Fargo Alec Brondolo 29% 1-year accuracy 4 / 14 met price target | 13%downside $19 | Equal-Weight Maintained | 8 Apr 2025 |
Jefferies Andrew Uerkwitz 80% 1-year accuracy 4 / 5 met price target | 27%downside $16 | Hold Maintained | 7 Apr 2025 |
Citizens Capital Markets Andrew Boone 36% 1-year accuracy 32 / 90 met price target | 38%upside $30 | Market Outperform Upgraded | 11 Mar 2025 |
Financial journalist opinion
Based on 13 articles about U published over the past 30 days
