Unity Software (NYSE:U) Given New $30.00 Price Target at Wedbush

Unity Software (NYSE:U) had its target price reduced by Wedbush from $37.00 to $30.00 in a report published on Thursday morning,Benzinga reports. Wedbush currently has an outperform rating on the stock.

U has been the topic of a number of other research reports. Citigroup upped their price target on Unity Software from $50.00 to $52.00 and gave the company a “buy” rating in a research report on Tuesday, November 11th. Wall Street Zen upgraded Unity Software from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Benchmark restated a “hold” rating on shares of Unity Software in a report on Monday, February 2nd. The Goldman Sachs Group boosted their price target on shares of Unity Software from $42.00 to $47.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Finally, Barclays reduced their price objective on shares of Unity Software from $35.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Unity Software has a consensus rating of “Moderate Buy” and an average target price of $39.29.

Unity Software Stock Performance

NYSE:U opened at $19.59 on Thursday. The stock’s 50-day moving average is $40.73 and its 200-day moving average is $39.69. Unity Software has a 1-year low of $15.33 and a 1-year high of $52.15. The company has a current ratio of 2.78, a quick ratio of 2.78 and a debt-to-equity ratio of 0.70. The stock has a market cap of $8.38 billion, a P/E ratio of -20.41, a price-to-earnings-growth ratio of 19.50 and a beta of 2.04.

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

Insider Buying and Selling

In related news, Director David Helgason sold 8,347 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $49.16, for a total value of $410,338.52. Following the completion of the sale, the director directly owned 7,635 shares of the company’s stock, valued at $375,336.60. The trade was a 52.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Mark Barrysmith sold 14,407 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $50.01, for a total value of $720,494.07. Following the transaction, the chief accounting officer directly owned 394,479 shares in the company, valued at approximately $19,727,894.79. This trade represents a 3.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,338,021 shares of company stock worth $63,138,575 over the last 90 days. 3.61% of the stock is owned by company insiders.

Institutional Trading of Unity Software

Several hedge funds have recently bought and sold shares of U. Vanguard Group Inc. increased its stake in Unity Software by 2.9% in the 4th quarter. Vanguard Group Inc. now owns 35,553,296 shares of the company’s stock valued at $1,570,389,000 after buying an additional 996,685 shares during the last quarter. Slate Path Capital LP grew its holdings in shares of Unity Software by 25.4% in the second quarter. Slate Path Capital LP now owns 20,016,952 shares of the company’s stock valued at $484,410,000 after acquiring an additional 4,048,484 shares in the last quarter. Wellington Management Group LLP increased its position in shares of Unity Software by 58.7% during the third quarter. Wellington Management Group LLP now owns 18,213,875 shares of the company’s stock valued at $729,284,000 after acquiring an additional 6,734,285 shares during the last quarter. Norges Bank bought a new stake in Unity Software during the second quarter worth $151,221,000. Finally, Geode Capital Management LLC boosted its position in Unity Software by 5.9% in the fourth quarter. Geode Capital Management LLC now owns 5,852,047 shares of the company’s stock worth $258,547,000 after purchasing an additional 328,595 shares during the last quarter. 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: 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.