Unity Software (NYSE:U) Given New $28.00 Price Target at Barclays

Unity Software (NYSE:U) had its price target cut by Barclays from $35.00 to $28.00 in a research note released on Thursday morning,Benzinga reports. They currently have an equal weight rating on the stock.

A number of other research analysts also recently weighed in on the stock. UBS Group decreased their target price on shares of Unity Software from $46.00 to $32.00 and set a “neutral” rating for the company in a research report on Tuesday. BTIG Research decreased their price objective on Unity Software from $60.00 to $41.00 and set a “buy” rating for the company in a report on Thursday. Wells Fargo & Company dropped their target price on Unity Software from $54.00 to $38.00 and set an “overweight” rating on the stock in a report on Thursday. Arete Research raised Unity Software from a “neutral” rating to a “buy” rating and set a $48.00 price target for the company in a research report on Monday, December 1st. Finally, Macquarie Infrastructure raised Unity Software from a “neutral” rating to an “outperform” rating and boosted their price target for the stock from $33.00 to $50.00 in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $39.29.

Unity Software Stock Down 8.5%

Shares of Unity Software stock opened at $19.59 on Thursday. The firm has a market cap of $8.38 billion, a PE ratio of -20.41, a P/E/G ratio of 19.50 and a beta of 2.04. The business’s 50 day simple moving average is $40.73 and its 200 day simple moving average is $39.69. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.78 and a current ratio of 2.78. Unity Software has a 52-week low of $15.33 and a 52-week high of $52.15.

Unity Software (NYSE:U) last released its quarterly earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.04. Unity Software had a negative return on equity of 4.78% and a negative net margin of 21.77%.The firm had revenue of $503.09 million during the quarter, compared to the consensus estimate of $490.64 million. During the same quarter in the prior year, the firm posted ($0.30) EPS. The business’s revenue was up 10.1% on a year-over-year basis. On average, analysts predict that Unity Software will post -1.25 earnings per share for the current fiscal year.

Insider Buying and Selling at Unity Software

In other Unity Software news, COO Alexander Blum sold 1,988 shares of Unity Software stock in a transaction on Friday, November 28th. The shares were sold at an average price of $42.47, for a total transaction of $84,430.36. Following the completion of the transaction, the chief operating officer directly owned 561,130 shares of the company’s stock, valued at $23,831,191.10. The trade was a 0.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jarrod Yahes sold 27,742 shares of the company’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $42.79, for a total transaction of $1,187,080.18. Following the completion of the transaction, the chief financial officer owned 546,129 shares in the company, valued at approximately $23,368,859.91. This represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,338,021 shares of company stock worth $63,138,575. 3.61% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Unity Software

Several hedge funds have recently bought and sold shares of U. Root Financial Partners LLC bought a new stake in shares of Unity Software during the third quarter worth approximately $27,000. Atlantic Union Bankshares Corp acquired a new stake in Unity Software during the 2nd quarter worth approximately $28,000. REAP Financial Group LLC acquired a new stake in Unity Software during the 4th quarter worth approximately $28,000. Larson Financial Group LLC boosted its stake in Unity Software by 88.1% in the 3rd quarter. Larson Financial Group LLC now owns 728 shares of the company’s stock valued at $29,000 after purchasing an additional 341 shares during the period. Finally, V Square Quantitative Management LLC acquired a new position in Unity Software in the 4th quarter valued at $30,000. 73.46% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Unity Software

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

• Positive Sentiment: Q4 beat and improving profitability — Unity reported revenue above consensus and positive adjusted EPS with strong free cash flow and adjusted EBITDA margins, signaling the company is now generating cash rather than burning it; management pointed to Vector and Create strength as drivers of near‑term improvement. BusinessWire: Q4 results MarketBeat: Profitability & cash flow analysis
• Positive Sentiment: Product momentum — Unity’s Vector AI platform showed accelerated sequential growth (management highlighted mid‑teen quarterly growth and very strong monthly trends), and Create returned to growth, supporting the case that the revenue mix is shifting toward higher‑margin offerings. MarketBeat: Vector momentum
• Neutral Sentiment: Analysts are re‑forecasting — many firms lowered price targets and adjusted models after the quarter, but several still maintain buy/overweight ratings with material upside vs. the current price, reflecting disagreement on how quickly Vector will replace legacy revenue. Benzinga: analyst updates
• Neutral Sentiment: High-volume capitulation cleared short-term positions — trading volume spiked as investors sold on guidance, which can both exaggerate downside and create a liquidity-driven reset in valuation; this raises short‑term volatility but also a potential entry point for longer-term holders if fundamentals hold. MarketBeat: volume & capitulation
• Negative Sentiment: Weak near‑term guidance — Unity’s Q1 revenue guidance came in below consensus, driven by management’s decision to wind down a lower‑margin legacy advertising product (IronSource) before new Vector revenue fully ramps. That guidance miss sparked the rapid decline as the market focuses on near‑term top‑line risk. Reuters: downbeat forecast
• Negative Sentiment: Negative market reaction and bearish pieces — several outlets and analysts flagged the guidance and AI‑displacement fears as reasons to sell or remain cautious, amplifying downside pressure. Coverage includes bearish takes and articles highlighting the revenue forecast miss. Blockonomi: revenue forecast miss Seeking Alpha: bearish analysis

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.