Unity Software (NYSE:U) Price Target Raised to $55.00

16 Oct 2026, 06:24 by Sarita Garza · The Markets Daily

Unity Software (NYSE:U – Free Report) had its target price lifted by Morgan Stanley from $50.00 to $55.00 in a research report released on Tuesday morning,Benzinga reports. They currently have an overweight rating on the stock.

A number of other equities analysts have also weighed in on U. Raymond James Financial upgraded shares of Unity Software from a “market perform” rating to an “outperform” rating and set a $54.00 price target for the company in a research report on Thursday, October 8th. UBS Group restated an “outperform” rating on shares of Unity Software in a research report on Friday, August 7th. Citigroup raised their price objective on shares of Unity Software from $40.00 to $48.00 and gave the company a “buy” rating in a research report on Monday, August 10th. HSBC upgraded shares of Unity Software from a “hold” rating to a “buy” rating and set a $47.10 target price on the stock in a research note on Friday, August 7th. Finally, Needham & Company LLC upped their target price on shares of Unity Software from $40.00 to $54.00 and gave the stock a “buy” rating in a report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $48.01.

View Our Latest Report on U

Unity Software Stock Up 4.9%

U stock opened at $43.44 on Tuesday. Unity Software has a twelve month low of $16.78 and a twelve month high of $52.15. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 0.55. The stock has a market cap of $19.12 billion, a P/E ratio of -31.94, a PEG ratio of 1.81 and a beta of 2.11. The business’s 50-day moving average price is $43.63 and its 200-day moving average price is $33.36.

Unity Software (NYSE:U – Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.11) by $0.39. Unity Software had a positive return on equity of 4.64% and a negative net margin of 28.97%. The company had revenue of $546.47 million during the quarter, compared to the consensus estimate of $514.72 million. During the same period in the previous year, the company posted $0.18 EPS. The firm’s revenue was up 24.0% on a year-over-year basis. On average, equities research analysts forecast that Unity Software will post 0.55 EPS for the current year.

Insider Activity at Unity Software

In related news, CEO Matthew S. Bromberg sold 16,383 shares of the firm’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $45.31, for a total transaction of $742,313.73. Following the completion of the transaction, the chief executive officer directly owned 1,541,131 shares of the company’s stock, valued at approximately $69,828,645.61. This trade represents a 1.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Alexander Blum sold 43,556 shares of the firm’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $43.51, for a total transaction of $1,895,121.56. Following the transaction, the chief operating officer directly owned 661,855 shares of the company’s stock, valued at $28,797,311.05. The trade was a 6.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 109,547 shares of company stock worth $4,884,202 over the last ninety days. 0.77% of the stock is owned by corporate insiders.

Institutional Trading of Unity Software

Several hedge funds have recently bought and sold shares of U. V Square Quantitative Management LLC increased its holdings in shares of Unity Software by 14.6% in the third quarter. V Square Quantitative Management LLC now owns 2,329 shares of the company’s stock worth $95,000 after purchasing an additional 297 shares during the last quarter. Fortitude Family Office LLC lifted its position in shares of Unity Software by 56.1% in the third quarter. Fortitude Family Office LLC now owns 840 shares of the company’s stock worth $34,000 after buying an additional 302 shares in the last quarter. Elevation Wealth Partners LLC boosted its stake in Unity Software by 15.0% during the third quarter. Elevation Wealth Partners LLC now owns 2,628 shares of the company’s stock valued at $108,000 after buying an additional 342 shares during the last quarter. KBC Group NV boosted its stake in Unity Software by 1.0% during the first quarter. KBC Group NV now owns 52,505 shares of the company’s stock valued at $1,152,000 after buying an additional 545 shares during the last quarter. Finally, Versant Capital Management Inc boosted its stake in Unity Software by 37.6% during the second quarter. Versant Capital Management Inc now owns 2,041 shares of the company’s stock valued at $58,000 after buying an additional 558 shares during the last quarter. Hedge funds and other institutional investors own 73.46% of the company’s stock.

Key Unity Software News

Here are the key news stories impacting Unity Software this week:

Positive Sentiment: Wedbush raised its price target to $55 from $50 and reiterated an “Outperform” rating. The broker cited increasing adoption of Unity’s Vector advertising platform, which appears to be moving from an experimental product to a regularly budgeted user-acquisition channel for game developers. Unity price target lifted as Vector attracts bigger advertising budgets
Positive Sentiment: Morgan Stanley also forecast strong potential appreciation for Unity stock, adding to the positive analyst sentiment surrounding the company. Morgan Stanley Forecasts Strong Price Appreciation for Unity Software Stock
Neutral Sentiment: Unity scheduled its third-quarter 2026 earnings release for before the market opens on November 5. The upcoming report and webcast could become the next major catalyst, particularly as investors assess Vector’s growth, margins and the company’s progress toward profitability. Unity Announces Date of Third Quarter 2026 Financial Results Webcast
Negative Sentiment: Shares fell sharply despite the Wedbush target increase. Reports attributed the decline to hotter inflation data, higher bond yields, weakness across growth software and advertising technology stocks, and possible profit-taking after Unity’s strong prior run. Investors may also be focused on event risk ahead of earnings and the company’s convertible notes due in November 2026. Unity Software Slides as Macro Pressure Appears to Outweigh Recent Company Momentum
Negative Sentiment: Reported insider-trading data showed selling but no open-market purchases by Unity insiders over the past six months, which may weigh on investor confidence, although such sales can also reflect routine diversification or compensation-related transactions.

About Unity Software

(Get Free Report)

Unity Software Inc develops software and services for creating, operating and monetizing interactive, real-time 2D and 3D content. Its platform is widely used to build video games for mobile devices, personal computers, consoles and the web, as well as applications for industries such as automotive, architecture, engineering, construction, manufacturing and entertainment.