DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Software
Author Program NEWCreate Narrative
U logo

Unity Software Inc. Stock Price

NYSE:U Community·US$18.8b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 204 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

U Share Price Performance

US$42.54
-0.56 (-1.30%)
​
US$38.48
Fair Value
US$42.54
-0.56 (-1.30%)
10.6% overvalued intrinsic discount
US$38.48
Fair Value
Price US$42.54
andreas_eliades US$38.48
AnalystHighTarget US$55.00
AnalystConsensusTarget US$49.39
Wed, 4 Feb 26
Fair ValueUS$38.48
Share Pricen/a

U Community Narratives

AN
andreas_eliades's
Fair Value
·
Fair Value US$38.48 10.6% overvalued intrinsic discount

What Really Matters For Long-Term Growth

6users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$55 22.7% undervalued intrinsic discount

Mobile Gaming And Real-Time 3D Trends Will Drive Cross-Industry Expansion

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$49.39 13.9% undervalued intrinsic discount

U: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects

1users have liked this narrative
0users have commented on this narrative
77users have followed this narrative
U logo
Unity Software
109.5% overvalued intrinsic discount

Difficult times that could lead to better opportunities

View narrative
RI
ric
Updated 24 Nov 2024
Read Narrative
U logo
Unity Software
10.6% overvalued intrinsic discount

What Really Matters For Long-Term Growth

View narrative
AN
andreas_eliades
Published 20 Oct 2024
Read Narrative
U logo
Unity Software
22.7% undervalued intrinsic discount

Mobile Gaming And Real-Time 3D Trends Will Drive Cross-Industry Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 18 Aug
Read Narrative
U logo
Unity Software
13.9% undervalued intrinsic discount

U: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
U logo
Unity Software
51.9% overvalued intrinsic discount

Rising Regulatory Burdens Will Limit Performance As Niche Gains Materialize

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

RI
U logo

Difficult times that could lead to better opportunities

Fair Value: US$20.31 109.5% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
U logo

What Really Matters For Long-Term Growth

Fair Value: US$38.48 10.6% overvalued intrinsic discount
22 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
U logo

U: Higher Profitability Assumptions Will Support Future Upside Despite Index Removals

Fair Value: US$49.39 13.9% undervalued intrinsic discount
77 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

1 Risk
2 Rewards
View Full Analysis

Unity Software Inc. Key Details

US$2.0b

Revenue

US$484.1m

Cost of Revenue

US$1.5b

Gross Profit

US$2.1b

Other Expenses

-US$587.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.34
76.13%
-28.97%
67.7%
View Full Analysis

About U

Founded
2004
Employees
4412
CEO
Matthew Bromberg
WebsiteView website
unity.com

Unity Software Inc. operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America. The company's platform offers artificial intelligence solutions that support developers through the entire development lifecycle, which includes prototyping, live service operation, user acquisition, and monetization. It also provides Create Solutions, a set of tools and services used to build, ship, and run real-time 2D and 3D content; and Grow Solutions, which allows customers to grow and engage their user base and monetize their content. In addition, the company offers enterprise support and consumption services; professional services, including consulting, platform integration, training, and custom application and workflow development services; and advertising and game publishing services. It provides its solutions directly through its online store, field sales operations, independent distributors, and resellers. The company serves enterprises, mid-market companies, government, and non-profit institutions; mid-sized, small, and independent businesses; and individuals from various industries. Unity Software Inc. was founded in 2004 and is headquartered in San Francisco, California.

Recent U News & Updates

User avatar
Narrative Update • Sep 03

U: Higher Profitability Assumptions Will Support Future Upside Despite Index Removals

Analysts have raised their price target on Unity Software to $49.39 from a prior fair value estimate of $35.72, citing updated assumptions for higher revenue growth, stronger profit margins, and a lower future P/E multiple. What’s in the News for Unity Software Unity Software is set to be removed from the Russell 2500 Growth Benchmark index, according to recent index constituent changes.
Seeking Alpha • Sep 01

Unity Software: The Ad Network Hiding Inside A Game Engine

Summary Unity Software is transforming into a high-margin AI advertising platform, leveraging its engine's data advantage for sustainable growth. Strategic revenue, led by Unity Ads Network and Vector, is compounding at 38% year-over-year, while non-strategic lines are deliberately wound down. Profitability has arrived two quarters early, with adjusted EBITDA margin reaching 29% and guided to 33%, supported by robust free cash flow and a net cash position. I rate U a buy with 15–20% upside, driven by accelerating core growth, a unique data moat, and improving profit mix amid competitive and execution risks. Read the full article on Seeking Alpha

Recent updates

No updates

Unity Software Inc. Competitors

NOW logo

ServiceNow

Symbol: NYSE:NOW
Market cap: US$138.8b
SNOW logo

Snowflake

Symbol: NYSE:SNOW
Market cap: US$118.2b
FTNT logo

Fortinet

Symbol: NasdaqGS:FTNT
Market cap: US$115.5b
ACN logo

Accenture

Symbol: NYSE:ACN
Market cap: US$109.6b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide