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U

Unity Software Inc.

U

NYSE·Technology·Software - Application·Mkt cap $13.2B

$29.32

-2.88%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$16.78 - $52.15

P/E

-18.68

Fwd P/E

30.30

Beta

2.05

Div Yield

0.00%

Avg Vol

11.1M

Shares Out

436.3M

Mkt Cap

$13.2B

Price action

Price chart

Up 24.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Market-leading real-time 3D engine with largest developer ecosystem
  • Cross-platform deployment capabilities reducing development costs
  • Integrated monetization and analytics tools creating customer lock-in
  • Strong brand recognition and 20+ year development history

Bear Case

2 risks

  • High volatility (beta 2.0). Larger-than-normal price swings expected.
  • Premium valuation to Gaming & Esports peers

Growth

Turning profitable

Expansion of metaverse and virtual world development opportunities

Value

Premium valuation to Gaming & Esports peers

Momentum

Hot

+32.7% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of -$0.80 vs $0.24 consensus (-433.3% surprise). Revenue of $508.2M vs $502.0M expected (+1.3%).

EPS miss
Rev beat +1.3%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-433.3%

Next: May 5, 2026

Revenue trend · last 8Q

-25%

-6%

-2%

+5%

+10%

+17%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$449.3M

$446.5M

$457.1M

$435.0M

$440.9M

$470.6M

$503.1M

$508.2M

Margins · last 8Q

Gross

Operating

Profit

-68.3%

Wall Street consensus

15 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

10

67%

Hold

5

33%

Sell

0%

Median Price Target

$35.00

+19.4% vs $29.32

Low $28.00
Median $35.00
High $43.00

Latest: Raymond James · Jun 29, 2026

9 analysts covering

vs Industry

How U stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.