Update shared on06 Sep 2025
Fair value Increased 2.27%Unity Software’s modestly higher analyst price target is primarily driven by a slight increase in its forward P/E multiple, reflecting a more optimistic outlook on future earnings, raising the consensus fair value from $33.98 to $34.75.
What's in the News
- Unity and Globant announced a global partnership to deliver real-time 3D and digital twin solutions for enterprise sectors, including manufacturing, healthcare, and automotive, with Globant joining the Unity Service Partner Program and investing heavily in Unity certification for its engineering teams.
- Unity reported a $579,000 impairment of property and equipment for the latest quarter, down from $8.32 million in the prior year.
- Unity provided Q3 2025 revenue guidance of $440 million to $450 million.
- Genies partnered with Unity to launch customizable AI avatar and asset creation tools, enabling developers to integrate AI-powered avatars, UGC, and IP-driven content into Unity games, with full asset store and editor integration planned for 2026.
- Unity launched the Audience Hub, a privacy-first audience targeting solution for marketers, delivering strong initial engagement results and expanding audience activation across Unity’s ad ecosystem and beyond, including CTV through Roku.
Valuation Changes
Summary of Valuation Changes for Unity Software
- The Consensus Analyst Price Target has risen slightly from $33.98 to $34.75.
- The Future P/E for Unity Software has risen slightly from 71.00x to 72.80x.
- The Discount Rate for Unity Software remained effectively unchanged, moving only marginally from 8.85% to 8.77%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.