Unity Software Inc.
U
NYSE·Technology·Software - Application·Mkt cap $18.2B
$41.66
▼ -1.00%
P/E
-30.63
Mkt Cap
$18.2B
52-Wk Range
$16.78–$52.15
52-Week Range
$16.78 - $52.15
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 8.4% over the trailing year
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
1 risk
- High volatility (beta 2.1). Larger-than-normal price swings expected.
Growth
Stable outlook
Expansion of metaverse and virtual world development opportunities
Value
Deep value opportunity - significant discount to Gaming & Esports peers
Momentum
Hot
+44.6% over 3m
Quality
Excellent
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying U right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 6, 2026
Reported EPS of -$0.05 vs -$0.11 consensus (+53.4% surprise). Revenue of $546.5M vs $514.7M expected (+6.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+53.4%
Revenue trend · last 8Q
—
-25%
-6%
-2%
+5%
+10%
+17%
+24%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$446.5M
$457.1M
$435.0M
$440.9M
$470.6M
$503.1M
$508.2M
$546.5M
Margins · last 8Q
Gross
79.6%
Operating
-5.9%
Profit
-4.3%
Wall Street consensus
19 analysts · 84% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
84%
Hold
16%
Sell
0%
Median Price Target
—
Latest: Deutsche Bank · Aug 11, 2026
vs Industry
How U stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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