Unity Software (NYSE:U) Price Target Lowered to $37.00 at Citizens Jmp

Unity Software (NYSE:U) had its price target reduced by Citizens Jmp from $50.00 to $37.00 in a report issued on Thursday morning,Benzinga reports. Citizens Jmp currently has a market outperform rating on the stock.

Other research analysts also recently issued reports about the company. Deutsche Bank Aktiengesellschaft began coverage on Unity Software in a research report on Wednesday, October 22nd. They issued a “hold” rating and a $39.00 price target on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Unity Software in a research note on Wednesday, January 21st. Wells Fargo & Company reduced their price target on shares of Unity Software from $54.00 to $38.00 and set an “overweight” rating for the company in a report on Thursday. UBS Group dropped their price objective on shares of Unity Software from $46.00 to $32.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, BTIG Research cut their price objective on shares of Unity Software from $60.00 to $41.00 and set a “buy” rating for the company in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Unity Software presently has an average rating of “Moderate Buy” and a consensus target price of $39.29.

Unity Software Price Performance

NYSE U opened at $19.59 on Thursday. Unity Software has a 1 year low of $15.33 and a 1 year high of $52.15. The company has a fifty day simple moving average of $40.73 and a 200 day simple moving average of $39.69. 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 company has a market cap of $8.38 billion, a P/E ratio of -20.41, a P/E/G ratio of 19.50 and a beta of 2.04.

Unity Software (NYSE:U) last released its 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. The firm had revenue of $503.09 million during the quarter, compared to analyst estimates of $490.64 million. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.78%. The business’s revenue was up 10.1% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.30) EPS. On average, sell-side analysts predict that Unity Software will post -1.25 EPS for the current year.

Insiders Place Their Bets

In other Unity Software news, CAO Mark Barrysmith sold 14,407 shares of the company’s stock in a transaction 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 sale, the chief accounting officer directly owned 394,479 shares in the company, valued at $19,727,894.79. This represents a 3.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Jarrod Yahes sold 27,742 shares of Unity Software stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $42.79, for a total value of $1,187,080.18. Following the transaction, the chief financial officer directly owned 546,129 shares of the company’s stock, valued at approximately $23,368,859.91. The trade was a 4.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,338,021 shares of company stock worth $63,138,575 over the last quarter. Corporate insiders own 3.61% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in U. REAP Financial Group LLC acquired a new stake in Unity Software during the 4th quarter worth $28,000. Root Financial Partners LLC bought a new position in shares of Unity Software in the 3rd quarter worth $27,000. V Square Quantitative Management LLC acquired a new stake in shares of Unity Software during the fourth quarter worth $30,000. Larson Financial Group LLC increased its holdings in Unity Software by 88.1% in the third 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 last quarter. Finally, International Assets Investment Management LLC acquired a new position in Unity Software in the fourth quarter valued at about $36,000. Institutional investors and hedge funds own 73.46% of the company’s stock.

Unity Software News Roundup

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.