Unity Software (U) Hisse Özeti
Unity Software Inc. Amerika Birleşik Devletleri, Çin, Hong Kong, Tayvan, Avrupa, Orta Doğu, Afrika, Asya Pasifik, Kanada ve Latin Amerika'da cep telefonları, PC'ler, konsollar ve genişletilmiş gerçeklik cihazları için oyunlar ve etkileşimli deneyimler geliştirmek, dağıtmak ve büyütmek için bir platform işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
U Community Fair Values
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Analyst Price Targets
Top Community Narratives
Unity Software Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$41.84 |
| 52 Haftanın En Yüksek Seviyesi | US$52.15 |
| 52 Haftanın En Düşük Seviyesi | US$16.78 |
| Beta | 2.06 |
| 1 Aylık Değişim | -10.48% |
| 3 Aylık Değişim | 52.26% |
| 1 Yıllık Değişim | -7.94% |
| 3 Yıllık Değişim | 31.86% |
| 5 Yıllık Değişim | -70.31% |
| Halka arzdan bu yana değişim | -38.79% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaHissedar Getirileri
| U | US Software | US Pazar | |
|---|---|---|---|
| 7D | -0.5% | 2.1% | 0.5% |
| 1Y | -7.9% | -9.6% | 12.0% |
Getiri vs. Endüstri: U geçen yıl % -9.6 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: U geçen yıl % 12 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: U son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: U 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2004 | 4,412 | Matt Bromberg | unity.com |
Unity Software Inc. Amerika Birleşik Devletleri, Çin, Hong Kong, Tayvan, Avrupa, Orta Doğu, Afrika, Asya Pasifik, Kanada ve Latin Amerika'da cep telefonları, PC'ler, konsollar ve genişletilmiş gerçeklik cihazları için oyunlar ve etkileşimli deneyimler geliştirmek, dağıtmak ve büyütmek için bir platform işletmektedir. Şirketin platformu, prototip oluşturma, canlı hizmet operasyonu, kullanıcı edinme ve para kazanmayı içeren tüm geliştirme yaşam döngüsü boyunca geliştiricileri destekleyen yapay zeka çözümleri sunmaktadır. Ayrıca, gerçek zamanlı 2D ve 3D içerik oluşturmak, göndermek ve çalıştırmak için kullanılan bir dizi araç ve hizmet olan Create Solutions ve müşterilerin kullanıcı tabanlarını büyütmelerine ve etkileşimde bulunmalarına ve içeriklerinden para kazanmalarına olanak tanıyan Grow Solutions da sunmaktadır.
Unity Software Inc. Temel Bilgiler Özeti
| U temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$18.54b |
| Kazançlar(TTM) | -US$587.54m |
| Gelir(TTM) | US$2.03b |
9.1x
P/S Oranı-31.3x
F/K OranıU aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| U gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.03b |
| Gelir Maliyeti | US$484.13m |
| Brüt Kâr | US$1.54b |
| Diğer Giderler | US$2.13b |
| Kazançlar | -US$587.54m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.34 |
| Brüt Marj | 76.13% |
| Net Kâr Marjı | -28.97% |
| Borç/Özkaynak Oranı | 67.7% |
U uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/17 05:30 |
| Gün Sonu Hisse Fiyatı | 2026/09/17 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Unity Software Inc. 46 Bu analistlerden 26, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Ross Sandler | Barclays |