Unity Software (NYSE:U) Given New $43.00 Price Target at Citigroup

Unity Software (NYSE:U) had its target price decreased by Citigroup from $52.00 to $43.00 in a report published on Thursday,Benzinga reports. Citigroup currently has a buy rating on the stock.

A number of other research analysts have also recently commented on U. Citizens Jmp reduced their target price on shares of Unity Software from $50.00 to $37.00 and set a “market outperform” rating on the stock in a research report on Thursday. Wall Street Zen upgraded shares of Unity Software from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. UBS Group decreased their price objective 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. Weiss Ratings restated a “sell (d-)” rating on shares of Unity Software in a research note on Wednesday, January 21st. Finally, BTIG Research dropped their target price on Unity Software from $60.00 to $41.00 and set a “buy” rating on the stock in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $39.29.

Unity Software Stock Performance

NYSE:U opened at $19.59 on Thursday. 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. The firm’s 50 day moving average is $40.73 and its two-hundred day moving average is $39.69. Unity Software has a fifty-two week low of $15.33 and a fifty-two week high of $52.15. The company has a quick ratio of 2.78, a current ratio of 2.78 and a debt-to-equity ratio of 0.70.

Unity Software (NYSE:U) last posted its earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 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 company earned ($0.30) EPS. The company’s revenue was up 10.1% on a year-over-year basis. Analysts expect that Unity Software will post -1.25 EPS for the current year.

Insider Activity at Unity Software

In other Unity Software news, Director Tomer Bar-Zeev sold 50,000 shares of Unity Software stock in a transaction on Friday, December 12th. The stock was sold at an average price of $47.00, for a total value of $2,350,000.00. Following the completion of the transaction, the director directly owned 873,146 shares of the company’s stock, valued at $41,037,862. The trade was a 5.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jarrod Yahes sold 27,742 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 546,129 shares of the company’s stock, valued at approximately $23,368,859.91. This trade represents a 4.83% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,338,021 shares of company stock valued at $63,138,575. 3.61% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Unity Software

Hedge funds have recently added to or reduced their stakes in the business. Root Financial Partners LLC bought a new stake in Unity Software in the third quarter valued at approximately $27,000. Atlantic Union Bankshares Corp bought a new position in Unity Software during the 2nd quarter worth approximately $28,000. REAP Financial Group LLC acquired a new position in shares of Unity Software in the 4th quarter worth approximately $28,000. Larson Financial Group LLC boosted its stake 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 valued at $29,000 after purchasing an additional 341 shares during the last quarter. Finally, V Square Quantitative Management LLC bought a new stake in shares of Unity Software in the 4th quarter valued at $30,000. 73.46% of the stock is currently owned by institutional investors and hedge funds.

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.