Unity Software (U) Panoramica del titolo
Unity Software Inc. gestisce una piattaforma per sviluppare, distribuire e far crescere giochi ed esperienze interattive per telefoni cellulari, PC, console e dispositivi di realtà estesa negli Stati Uniti, in Cina, Hong Kong, Taiwan, Europa, Medio Oriente, Africa, Asia Pacifico, Canada e America Latina. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
U Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di Unity Software Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$41.84 |
| Massimo di 52 settimane | US$52.15 |
| Minimo di 52 settimane | US$16.78 |
| Beta | 2.06 |
| Variazione di 1 mese | -10.48% |
| Variazione a 3 mesi | 52.26% |
| Variazione di 1 anno | -7.94% |
| Variazione a 3 anni | 31.86% |
| Variazione a 5 anni | -70.31% |
| Variazione dall'IPO | -38.79% |
Notizie e aggiornamenti recenti
Seeking Alpha • 18h
Unity: This Forgotten AI Winner Is Firing On All Cylinders
Summary Unity (U) is experiencing accelerating top-line growth and margin expansion, positioning it as a standout AI-driven software and advertising platform. U delivered 24% YoY revenue growth, 38% strategic revenue growth, and an 800 bps adjusted EBITDA margin surge to 29% in the latest quarter. Management guides for 44–47% strategic revenue growth next quarter and expects GAAP profitability to arrive ahead of schedule. I rate U a buy, citing robust operating leverage, sustainable margins, and a reasonable PEG ratio despite a full valuation. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Recent updates
Seeking Alpha • 18h
Unity: This Forgotten AI Winner Is Firing On All Cylinders
Summary Unity (U) is experiencing accelerating top-line growth and margin expansion, positioning it as a standout AI-driven software and advertising platform. U delivered 24% YoY revenue growth, 38% strategic revenue growth, and an 800 bps adjusted EBITDA margin surge to 29% in the latest quarter. Management guides for 44–47% strategic revenue growth next quarter and expects GAAP profitability to arrive ahead of schedule. I rate U a buy, citing robust operating leverage, sustainable margins, and a reasonable PEG ratio despite a full valuation. Read the full article on Seeking AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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 AlphaRendimenti per gli azionisti
| U | US Software | US Mercato | |
|---|---|---|---|
| 7D | -0.5% | 2.1% | 0.5% |
| 1Y | -7.9% | -9.6% | 12.0% |
Ritorno vs Industria: U ha superato il US Software che ha restituito -9.6 % nell'ultimo anno.
Rendimento vs Mercato: U ha avuto una performance inferiore al mercato US che ha registrato un rendimento 12 % nell'ultimo anno.
Volatilità dei prezzi
| U volatility | |
|---|---|
| U Average Weekly Movement | 7.3% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: U non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di U è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2004 | 4,412 | Matt Bromberg | unity.com |
Unity Software Inc. gestisce una piattaforma per lo sviluppo, la distribuzione e la crescita di giochi ed esperienze interattive per telefoni cellulari, PC, console e dispositivi di realtà estesa negli Stati Uniti, Cina, Hong Kong, Taiwan, Europa, Medio Oriente, Africa, Asia Pacifico, Canada e America Latina. La piattaforma dell'azienda offre soluzioni di intelligenza artificiale che supportano gli sviluppatori durante l'intero ciclo di vita dello sviluppo, che comprende la prototipazione, il funzionamento dei servizi live, l'acquisizione degli utenti e la monetizzazione. L'azienda fornisce anche soluzioni per la creazione, una serie di strumenti e servizi utilizzati per costruire, distribuire ed eseguire contenuti 2D e 3D in tempo reale, e soluzioni per la crescita, che consentono ai clienti di aumentare e coinvolgere la propria base di utenti e monetizzare i propri contenuti.
Unity Software Inc. Riepilogo dei fondamenti
| U statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$18.54b |
| Utili (TTM) | -US$587.54m |
| Ricavi(TTM) | US$2.03b |
9.1x
Rapporto P/S-31.3x
Rapporto P/EU è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| U Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.03b |
| Costo del fatturato | US$484.13m |
| Profitto lordo | US$1.54b |
| Altre spese | US$2.13b |
| Utili | -US$587.54m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.34 |
| Margine lordo | 76.13% |
| Margine di profitto netto | -28.97% |
| Rapporto debito/patrimonio netto | 67.7% |
Come si è comportato U nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/17 00:42 |
| Prezzo dell'azione a fine giornata | 2026/09/17 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Unity Software Inc. è coperta da 46 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Ross Sandler | Barclays |