Unity

U

Market cap $19B

CNBC's Seema Mody looks at the sharp selloff in software names like Salesforce and Adobe as competing products hit the market, raising concerns around competition.

SAN FRANCISCO--(BUSINESS WIRE)--Unity (NYSE: U) announced today it will release fourth quarter and fiscal year 2025 financial results before the market opens on February 11, 2026, with a webcast to follow at 8:30 a.m. ET/5:30 a.m. PT. The webcast and financial results will be accessible at investors.unity.com. A replay of the webcast will also be available on Unity's Investor Relations website. About Unity Software Inc. (Unity) Unity [NYSE: U] offers a suite of tools to develop, deploy, and gro.

Unity Software Inc. (U) concluded the recent trading session at $44.66, signifying a -1.37% move from its prior day's close.

Jefferies analysts are advising investors to remain cautious on the software sector heading into 2026, arguing that growth is likely to continue lagging other technology segments even as artificial intelligence adoption expands across enterprises. The analysts recommend that investors stay underweight software as overall growth decelerates and trails faster-moving areas such as semiconductors.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Our portfolios underperformed during the quarter and trail year to date. Health care was the primary hindrance as a result of our underweight in biotech and negative stock selection. We have materially decreased our position as we evaluate this specific risk.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Unity Software (U +0.51%) made significant strides in 2025.

Shares of the video-game software company are still down significantly from their 2021 highs.

Unity Software (NYSE: U) went public in September 2020 at $52 per share during the pandemic gaming boom.