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 | 4/6 |
| 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
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Jolt_Communications
Community ContributorUS$6.85FV • 64.1% sottovalutato sconto intrinseco
73.0%Revenue growth p.a.
3.1k
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Concorrenti di Unity Software Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$27.13 |
| Massimo di 52 settimane | US$52.15 |
| Minimo di 52 settimane | US$16.78 |
| Beta | 2 |
| Variazione di 1 mese | 23.54% |
| Variazione a 3 mesi | -6.77% |
| Variazione di 1 anno | 26.54% |
| Variazione a 3 anni | 2.53% |
| Variazione a 5 anni | -69.66% |
| Variazione dall'IPO | -60.31% |
Notizie e aggiornamenti recenti
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).Unity: Too Uncertain To Trust The Turnaround
Apr 17
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).
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.Recent updates
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).Unity: Too Uncertain To Trust The Turnaround
Apr 17U: 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).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.
U: The Great Pivot Toward AI-Powered Monetization
Unity Software Inc. (U) is currently undergoing one of the most significant strategic overhauls in its history, attempting to shed its image as a struggling "growth-at-all-costs" firm.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.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.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.Some Unity Software Inc. (NYSE:U) Shareholders Look For Exit As Shares Take 55% Pounding
Feb 12
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).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.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.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.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.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.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.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.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.Subdued Growth No Barrier To Unity Software Inc. (NYSE:U) With Shares Advancing 37%
Sep 06AI 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.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.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.
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.Optimistic Investors Push Unity Software Inc. (NYSE:U) Shares Up 25% But Growth Is Lacking
Jul 16Estimating The Fair Value Of Unity Software Inc. (NYSE:U)
Jun 29Could Apple Buy Unity? How This Analyst's Spicy Prediction May Impact U's Narrative
Jun 02Unity Software: Turnaround Looks Promising - Bright Advertising Prospects Ahead
Apr 23
Partnership With Google In XR Will Strengthen Future Competitive Position
Enhanced AI and expanded XR partnerships could boost revenue, margins, and competitive position in both gaming and non-gaming markets.Unity Software: Credible Turnaround
Mar 19Unity Software: Tough Transition Still In The Works
Feb 21Unity Software: DeepSeek And A New Executive Team Could Change The Narrative
Jan 31Unity Software: Bullish As It Returns To Growth In 2025
Dec 31Unity's Potential Turnaround, Will It Pull It Off?
Nov 25Unity Software: Possible Turnaround Opportunity If Sales Improve
Oct 26Unity Software: What Really Matters For Long-Term Growth
Sep 20I Was Wrong On Unity: The Runtime Fee Rally Is An Exit Opportunity (Ratings Downgrade)
Sep 13Unity: Monetization Issues Will Take Time To Address
Aug 21Unity Software Has More To Lose Before Growth Is Reignited
Aug 15Is Unity Software A Good Buy Ahead Of Its Q2 Results?
Aug 05Unity: Catching A Falling Knife Could Hurt Badly (Downgrade)
Jul 03Unity: All Talk, No Progress
Jun 27Rendimenti per gli azionisti
| U | US Software | US Mercato | |
|---|---|---|---|
| 7D | 4.3% | -2.6% | 0.6% |
| 1Y | 26.5% | -9.8% | 28.7% |
Ritorno vs Industria: U ha superato il US Software che ha restituito -9.8 % nell'ultimo anno.
Rendimento vs Mercato: U ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| U volatility | |
|---|---|
| U Average Weekly Movement | 12.9% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di U è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 13% ) di U è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
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$11.53b |
| Utili (TTM) | -US$402.76m |
| Ricavi(TTM) | US$1.85b |
6.4x
Rapporto P/S-29.4x
Rapporto P/EU è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| U Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.85b |
| Costo del fatturato | US$475.95m |
| Profitto lordo | US$1.37b |
| Altre spese | US$1.78b |
| Utili | -US$402.76m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
May 07, 2026
| Utile per azione (EPS) | -0.92 |
| Margine lordo | 74.27% |
| Margine di profitto netto | -21.78% |
| Rapporto debito/patrimonio netto | 63.9% |
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 | 2026/05/01 21:59 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/31 |
| 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 |
| |
| 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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 45 analisti. 25 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 |
| Ross Sandler | Barclays |
| X. Lu | Barclays |