Update shared on22 Aug 2025
Fair value Increased 7.28%Unity Software’s consensus price target has been raised, primarily reflecting a substantial increase in its future P/E multiple despite a slight decline in net profit margin, resulting in an updated fair value of $33.98.
What's in the News
- Unity and Globant formed a global partnership to deliver real-time 3D and digital asset management solutions across sectors like manufacturing, healthcare, and automotive, with Globant integrating Unity products into enterprise systems and certifying its workforce on Unity technology.
- Unity reported a significant reduction in property and equipment impairment, down to $579,000 from $8.32 million year-over-year for the quarter ended June 30, 2025.
- The company issued Q3 2025 revenue guidance of $440 million to $450 million.
- Unity partnered with Genies to offer developers customizable AI avatar and asset creation tools, enabling new AI-powered game genres and enhanced in-game content creation, with full integration into Unity’s platform expected in 2026.
- Unity launched the Audience Hub, a privacy-centric marketing tool leveraging federated insights and third-party data for targeted audience building, showing strong beta results and initially launching in the U.S. and Canada.
- BMW Group selected Unity Asset Manager to run its 3D asset management platform, enhancing digital collaboration, security, and operational efficiency across BMW's global business units.
Valuation Changes
Summary of Valuation Changes for Unity Software
- The Consensus Analyst Price Target has risen from $31.67 to $33.98.
- The Future P/E for Unity Software has significantly risen from 44.21x to 71.00x.
- The Net Profit Margin for Unity Software has fallen slightly from 13.51% to 12.94%.
Disclaimer
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