Rising Regulatory Burdens Will Limit Performance As Niche Gains Materialize

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

05 Aug 25

Updated

15 Apr 26

Views

62

15 Apr

US$30.47

AnalystLowTarget's Fair Value

US$19.00

60.4% overvalued

1Y

16.8%

7D

19.2%

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1Y

16.8%

7D

19.2%

You can edit this narrative until Apr 16 7:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1960.4% overvalued

AnalystLowTarget Fair Value

Shared on 15 Apr 26

Fair value Increased 1.29%

U: Platform Refocus And Asset Impairments Will Limit Upside Potential

Analysts have increased their price target for Unity Software to $19.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Unity and Meta extended a multi-year platform support and enterprise agreement, with Unity continuing to support Meta's VR platform so developers can build and grow games and business applications on Meta VR devices (Client announcement).

1 view

Shared on 18 Feb 26

Fair value Decreased 39%

U: Commerce Partnerships And Sharper Profit Focus Will Shape A More Balanced Outlook

Analysts have revised their fair value estimate for Unity Software from about $30.80 to roughly $18.76. This change reflects updated views on revenue growth, profit margins, and a much lower assumed future P/E multiple.

10 views

Shared on 21 Jan 26

Fair value Increased 2.87%

U: Commerce Platform Tie-Ups Will Likely Sustain An Unsupportive Forward P/E Multiple

Analysts have adjusted their price target framework for Unity Software to reflect a fair value of about $30.80 per share, citing updated assumptions for revenue growth, profit margins, the discount rate, and a very large forward P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with Coda's global web store platforms, giving developers a single place to manage and optimize digital catalogs across mobile, web, and PC through Unity's existing IAP workflow.

2 views

Shared on 07 Jan 26

Fair value Increased 28%

U: Future Multiple Expansion On Commerce Tie-Ups Will Likely Prove Excessive

Analysts have raised their fair value estimate for Unity Software from about US$23.39 to roughly US$29.94, citing updated assumptions for revenue growth, profitability, the discount rate, and a higher future P/E multiple. What's in the News Unity and Epic Games plan to let developers publish Unity games into Fortnite, which could widen distribution options for creators using Unity tools.

4 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$19

60.4% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.61%

Historical revenue growth rate

13.92%

Software revenue growth rate

1.56%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.98%

Calculation

US$293.66m

Earnings '29

x

41.05x

PE Ratio '29

=

US$12.05b

Market Cap '29

US$12.05b

Market Cap '29

/

489.30m

No. shares '29

=

US$24.64

Share Price '29

US$24.64 Share Price '29

Discounted to 2026 @ 9.07% p.a.

=

US$18.99

Fair Value '26