Unity Software Bilan de santé
Santé financière contrôle des critères 5/6
Unity Software possède un total de capitaux propres de $3.3B et une dette totale de $2.2B, ce qui porte son ratio d'endettement à 67.7%. Son actif total et son passif total sont $6.7B et de $3.4B.
Informations clés
67.66%
Ratio d'endettement
US$2.24b
Dette
| Ratio de couverture des intérêts | n/a |
| Argent liquide | US$2.35b |
| Fonds propres | US$3.31b |
| Total du passif | US$3.35b |
| Total des actifs | US$6.66b |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
Mise à jour du récit • 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
Mise à jour du récit • Aug 18
U: Future Earnings Power Will Rely On Ad Platform And Margin Expansion
Analysts now place Unity Software's fair value at $55.00, up from $44.85, citing updated assumptions that include a lower discount rate, higher projected revenue growth and profit margins, and a meaningfully reduced future P/E multiple. What’s in the News for Unity Software Unity Software shares rose after Wedbush and Bank of America raised their price targets, citing stronger than expected growth in the Vector advertising platform and early benefits from runtime data integration improving ad targeting.Mise à jour du récit • Aug 04
U: Ad Network Exit And Creator Platform Roadmap Will Drive Future Upside
Analysts lifted their fair value estimate for Unity Software slightly from about $35.28 to roughly $35.72, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Collectively, these changes point to a modestly higher long term pricing outlook for the stock.Mise à jour du récit • Jun 22
U: Ad Network Exit And AI Advertising Rebuild Will Drive Future Upside
Analysts have modestly raised their price target for Unity Software to about $35 per share from roughly $34, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as the main drivers of the revised outlook. What’s in the News for Unity Software Piper Sandler raised its price target on Unity Software to US$40 and kept an Overweight rating, pointing to progress in rebuilding the Grow segment and traction in the AI-powered Vector advertising platform.
Mise à jour du récit • Jun 07
U: Portfolio Refocus And Impairment Charges Will Shape Balanced Return Prospects
Analysts have raised their fair value estimate for Unity Software from $19.00 to $28.00, citing updated assumptions around revenue growth, profit margins, and future P/E that reflect a more constructive view on the company's earnings power. What's in the News Unity reported Q1 2026 revenue of US$508.2 million, above analyst estimates, with Strategic Grow revenue reported at 35% growth and adjusted EBITDA of US$138 million and a 27% margin.Mise à jour du récit • May 24
U: Ad Network Exit And Publishing Divestiture Will Support Future Upside Potential
Analysts have raised their fair value estimate for Unity Software from about $32.04 to roughly $34.39, reflecting updated assumptions around revenue growth, profit margins near 24.8%, a future P/E closer to 30.2x, and a slightly lower discount rate. What's in the News Unity issued earnings guidance for the second quarter of 2026, targeting total revenue of US$505 million to US$515 million.Mise à jour du récit • Apr 29
U: Future Earnings Power Will Rely On VR Partnership And Margin Expansion
Analysts have trimmed their 12 month price target for Unity Software from $46.00 to about $44.85, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News Unity extended its multi year platform support and enterprise agreement with Meta, keeping Unity as a key content creation partner for Meta’s VR hardware and operating system and maintaining support for developers building games and business applications on Meta’s VR devices (Client Announcement).Mise à jour du récit • Apr 15
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).Mise à jour du récit • Apr 01
U: Ad Network Exit And Publishing Divestiture Will Support Future Upside Potential
Analysts have trimmed their price target for Unity Software slightly to $32.04 from $32.33, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Unity plans to sunset the ironSource Ads Network effective April 30 and has hired a financial advisor to explore divesting its Supersonic game publishing business, with management indicating expectations for faster revenue growth, higher Adjusted EBITDA, and higher Adjusted EBITDA margins once these changes are completed.Mise à jour du récit • Mar 18
U: New Commerce Integration And Web Store Monetization Will Support Future Upside Potential
Analysts now set their Unity Software fair value estimate at $32.33, down from $47.47. The change is linked to slightly higher discount rate assumptions, more moderate revenue growth expectations, a higher projected profit margin, and a much lower future P/E estimate.Mise à jour du récit • Mar 04
U: Future Earnings Power Will Rely On Rising Long Term Profitability
Analysts have adjusted their fair value estimate for Unity Software to $46 from $44. This change reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations.Mise à jour du récit • Feb 18
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.Article d’analyse • Feb 12
Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% Pounding
Unity Software Inc. ( NYSE:U ) shares have had a horrible month, losing 55% after a relatively good period beforehand...Mise à jour du récit • Feb 04
U: New Commerce Integrations And Distribution Partnerships Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Unity Software from US$45.63 to US$47.47, pointing to updated assumptions around revenue growth, profit margins, and a slightly higher discount rate along with a lower projected future P/E multiple. What's in the News Coda is integrating Unity's In App Purchasing SDK with its 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 (Key Developments).Mise à jour du récit • Jan 21
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.Mise à jour du récit • Jan 07
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.Mise à jour du récit • Dec 14
U: New Ecosystem Partnerships And Commerce Tools Will Support Balanced Risk And Reward
Analysts have nudged their price target on Unity Software higher to approximately 45.63 dollars from about 43.70 dollars. This reflects expectations for stronger revenue growth despite sharply compressed profit margin forecasts and a materially higher assumed future earnings multiple.Mise à jour du récit • Nov 29
U: New Platform Partnerships And Product Expansions Will Support Balanced Risk And Reward
Unity Software's analyst price target has been raised from $42.31 to $43.70 per share, as analysts cite an improved revenue growth outlook as a key factor in the upward revision. What's in the News Unity and Epic Games are collaborating to allow the publishing of Unity games within Fortnite, expanding opportunities for both players and developers.Mise à jour du récit • Nov 15
U: Revenue Forecast Boost and New Product Access Will Drive Stronger Performance
Unity Software's analyst price target has risen from $36.88 to $42.31. Analysts cite stronger projected revenue growth as the primary driver for the upward revision.Mise à jour du récit • Nov 01
U: Upskilling Initiatives And Expanded Device Support Will Shape Future Prospects
Analysts have slightly raised their price target for Unity Software to $36.88 from $36.87, citing incremental improvements in revenue growth projections, even though the outlook for profit margins has been modestly reduced. What's in the News Unity announced enhancements to its engine, allowing developers to manage global commerce, catalog, and payment providers from a single dashboard.Mise à jour du récit • Oct 17
AI Developments And Partnerships With Tencent Will Expand Markets
Unity Software's analyst price target has increased from $35.17 to $36.87. This reflects analysts' expectations for slightly stronger revenue growth and improved profit margins.Mise à jour du récit • Oct 03
AI Developments And Partnerships With Tencent Will Expand Markets
Unity Software's analyst price target has been revised upward from $34.75 to $35.17, as analysts cite that slightly stronger revenue growth expectations outweigh minor adjustments to profit margin and discount rate forecasts. What's in the News Globant and Unity Software formed a global partnership, enabling both companies to deliver interactive solutions using Unity's real-time 3D technology for sectors such as manufacturing, healthcare, and automotive.Mise à jour du récit • Sep 06
AI Developments And Partnerships With Tencent Will Expand Markets
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.Mise à jour du récit • Aug 22
AI Developments And Partnerships With Tencent Will Expand Markets
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.Mise à jour du récit • Aug 07
AI Developments And Partnerships With Tencent Will Expand Markets
The Consensus Analyst Price Target for Unity Software has increased to $28.98, driven by a notable upgrade in expected annual revenue growth from 6.3% to 8.9%. What's in the News Unity reported property and equipment impairments of $579,000 for Q2, significantly down from $8.32 million a year ago.
Nouveau récit • Jul 21
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market.Seeking Alpha • Apr 23
Unity Software: Turnaround Looks Promising - Bright Advertising Prospects Ahead
Summary Unity Software's new management team has further demonstrated its determination to turn the ship around, through the migration of its Unity advertising network to a new AI-based platform, Unity Vector. This strategy may allow the company to directly compete with APP in the Mobile User Acquisition Market, as the global mobile marketing market grows to $99.18B in 2033. U's improved monetization may occur as soon as Q3'25, once the Unity Vector transition is completed by the end of Q2'25 and H1'25 likely to be trough quarters. These reasons may also be why the market has awarded the company with somewhat reasonable valuations, with the recent selloff also triggering a near doubling upside potential. With U set to report their upcoming FQ1'25 earnings call on May 7, 2025, we shall highlight a few important metrics for readers to note. Read the full article on Seeking AlphaAnalyse de la situation financière
Passif à court terme: Les actifs à court terme de U ( $3.2B ) dépassent ses passifs à court terme ( $1.6B ).
Passif à long terme: Les actifs à court terme de U ( $3.2B ) dépassent ses passifs à long terme ( $1.8B ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: U dispose de plus de liquidités que de sa dette totale.
Réduire la dette: Le ratio d'endettement de U est passé de 0% à 67.7% au cours des 5 dernières années.
Bilan
Analyse des pistes de trésorerie
Pour les entreprises qui ont été en moyenne déficitaires dans le passé, nous évaluons si elles disposent d'au moins un an de trésorerie.
Piste de trésorerie stable: Bien que non rentable U dispose d'une piste de trésorerie suffisante pour plus de 3 ans si elle maintient son niveau actuel de flux de trésorerie disponible positif.
Prévisions de trésorerie: U n'est pas rentable mais dispose d'une marge de trésorerie suffisante pour plus de 3 ans, grâce à un flux de trésorerie disponible positif et en croissance de 54.7 % par an.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/13 16:22 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Unity Software Inc. est couverte par 46 analystes. 26 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Ross Sandler | Barclays |