Unity Software (NYSE:U) Upgraded to Outperform at Oppenheimer

Oppenheimer upgraded shares of Unity Software (NYSE:U) from a market perform rating to an outperform rating in a report released on Tuesday morning, MarketBeat Ratings reports. The brokerage currently has $38.00 price objective on the stock.

A number of other research analysts have also commented on the stock. Macquarie Infrastructure raised shares of Unity Software from a “neutral” rating to an “outperform” rating and upped their target price for the company from $33.00 to $50.00 in a report on Friday, November 7th. Piper Sandler raised Unity Software from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $43.00 to $59.00 in a research note on Thursday, December 11th. UBS Group increased their price objective on Unity Software from $35.00 to $40.00 and gave the stock a “neutral” rating in a research report on Monday, October 20th. Freedom Capital raised Unity Software to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Arete Research upgraded Unity Software from a “neutral” rating to a “buy” rating and set a $48.00 price target for the company in a research note on Monday, December 1st. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Unity Software currently has a consensus rating of “Moderate Buy” and an average price target of $44.46.

Unity Software Stock Performance

Shares of Unity Software stock opened at $29.05 on Tuesday. The firm’s fifty day simple moving average is $41.68 and its 200-day simple moving average is $39.96. Unity Software has a 12 month low of $15.33 and a 12 month high of $52.15. The stock has a market capitalization of $12.43 billion, a price-to-earnings ratio of -27.67, a PEG ratio of 28.86 and a beta of 2.04. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.78 and a quick ratio of 2.78.

Insider Activity at Unity Software

In other news, Director Tomer Bar-Zeev sold 50,000 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $47.00, for a total transaction of $2,350,000.00. Following the transaction, the director directly owned 873,146 shares of the company’s stock, valued at $41,037,862. This represents a 5.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Mark Barrysmith sold 14,407 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $50.01, for a total transaction of $720,494.07. Following the completion of the sale, the chief accounting officer owned 394,479 shares of the company’s stock, valued at $19,727,894.79. This trade represents a 3.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,338,021 shares of company stock worth $63,138,575. 3.61% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Unity Software

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. GAMMA Investing LLC lifted its position in Unity Software by 10.8% during the third quarter. GAMMA Investing LLC now owns 2,967 shares of the company’s stock worth $119,000 after buying an additional 288 shares during the period. Newbridge Financial Services Group Inc. grew its stake in shares of Unity Software by 12.9% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 2,696 shares of the company’s stock valued at $108,000 after buying an additional 308 shares during the period. Xponance Inc. increased its holdings in shares of Unity Software by 1.8% during the 3rd quarter. Xponance Inc. now owns 18,291 shares of the company’s stock worth $732,000 after buying an additional 328 shares during the last quarter. Larson Financial Group LLC raised its position in shares of Unity Software by 88.1% in the 3rd quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock worth $29,000 after buying an additional 341 shares during the period. Finally, Allworth Financial LP raised its position in shares of Unity Software by 28.4% in the 2nd quarter. Allworth Financial LP now owns 1,865 shares of the company’s stock worth $45,000 after buying an additional 412 shares during the period. Institutional investors and hedge funds own 73.46% of the company’s stock.

Unity Software News Summary

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

• Positive Sentiment: Oppenheimer upgraded U from “market perform” to “outperform” and set a $38 price target, highlighting AI resilience and upside in Unity’s AI-related products — a key catalyst for buying interest. Oppenheimer Upgrade
• Positive Sentiment: Unity appointed Bernard Kim to its board, a governance/strategy move that investors may view as strengthening leadership and industry connections (gaming/interactive media expertise). Board Appointment
• Positive Sentiment: Unusual options activity: investors bought roughly 75,902 call options (about 35% above typical call volume), signalling short‑term bullish positioning that can amplify upside as dealers hedge. (No direct link available)
• Neutral Sentiment: Analysts and coverage are focused on upcoming Q4 results and Vector AI/Create subscription momentum; previews note revenue drivers but caution that higher operating spend could pressure margins — an earnings event to watch for further direction. Earnings Preview
• Neutral Sentiment: Unity featured in discussions about real-time visualization on the NYSE Composite, keeping the company in thematic investor conversations but with unclear immediate pricing impact. NYSE Composite Mention
• Negative Sentiment: UBS cut its price target from $46 to $32 and set a “neutral” rating, lowering longer‑term analyst optimism and removing some upside narrative even though the new target is still above the current price. (Source: UBS summary via market reports)
• Negative Sentiment: Media commentary includes skeptical views (e.g., Jim Cramer flagged Unity as potentially exposed to AI disruption), which can add short-term selling pressure or caution among investors. Cramer Commentary

Unity Software Company Profile

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.