U

Unity Software Inc

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Advanced Chart

32.970

+0.43(1.321%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

33.720

Open

32.600

VWAP

33.02

Vol

9.17M

Mkt Cap

13.71B

Low

32.520

Amount

302.77M

EV/EBITDA(TTM)

581.12

Total Shares

390.86M

14.66B

EV/OCF(TTM)

43.63

P/S(TTM)

7.42

Unity Software Inc. provides a platform for creating and growing games and interactive experiences. The Company offers a suite of tools across all platforms, from mobile, PC, and console, to extended reality (XR). Its set of software, including artificial intelligence (AI) solutions, supports creators through the entire development lifecycle. The Company’s platform consists of two complementary sets of solutions: Create Solutions and Grow Solutions. Create Solutions is a robust set of tools and services used to build, ship and run high-definition, real-time two-dimensional (2D) and three-dimensional (3D) content. Designed for developers, these tools and services are used across a range of industries, ranging from games to aerospace, construction to retail, medical to manufacturing, and others. Grow Solutions offers customers the ability to engage their user base and monetize their content from 2D puzzle games to multiplayer, multi-platform games, or other 3D interactive content.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

469.92M

+2.81%

0.205

-10.07%

444.52M

-0.45%

0.179

-11.06%

425.61M

-5.26%

0.148

-44.48%

Estimates Revision

The market is revising Upward the revenue expectations for Unity Software Inc. (U) for FY2025, with the revenue forecasts being adjusted by 0.25% over the past three months. During the same period, the stock price has changed by 55.59%.

Revenue Estimates for FY2025

Revise Upward

+0.25%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+21.99%

In Past 3 Month

Stock Price

Go Up

+55.59%

In Past 3 Month

14 Analyst Rating

-15.83% Downside

Wall Street analysts forecast U stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for U is 27.75 USD with a low forecast of 15.00 USD and a high forecast of 39.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Buy

6 Hold

1 Sell

Moderate Buy

-15.83% Downside

Current: 32.970

Low

15.00

Averages

27.75

High

39.00

-15.83% Downside

Current: 32.970

Low

15.00

Averages

27.75

High

39.00

BTIG

Neutral -> Sell

downgrade

$25

2025-07-23

Reason

BTIG

Price Target

$25

2025-07-23

downgrade

Neutral -> Sell

Reason

BTIG downgraded Unity to Sell from Neutral with a $25 price target ahead of the earnings report. The 40% month-to-date rally in the shares overstates Unity's fundamental benefit from its advertising model upgrade, the analyst tells investors in a research note. The firm believes success for the company should be defined by its ability to recapture share in the gaming market and the evolution of the Create business.

Citi

Jason Bazinet

Buy

upgrade

$29 -> $44

2025-07-23

Reason

Citi

Jason Bazinet

Price Target

$29 -> $44

2025-07-23

upgrade

Buy

Reason

Citi analyst Jason Bazinet raised the firm's price target on Unity to $44 from $29 and keeps a Buy rating on the shares. The firm believes Apple's App Store fees may came down following an adverse U.S. court ruling and pending European Union ruling. Citi thinks Unity will benefit from the lower fees.

Wedbush

Eric Seufert

Outperform

upgrade

$39

2025-07-17

Reason

Wedbush

Eric Seufert

Price Target

$39

2025-07-17

upgrade

Outperform

Reason

Wedbush raised the firm's price target on Unity to $39 from $31.50 after the firm hosted an advisor call on the current market dynamics in mobile advertising with Eric Seufert, a leading expert in mobile advertising and founder of Heracles Capital and the Mobile Dev Memo. Wedbush keeps an Outperform rating on the shares.

UBS

Chris Kuntarich

Neutral

maintain

$22 -> $33

2025-07-17

Reason

UBS

Chris Kuntarich

Price Target

$22 -> $33

2025-07-17

maintain

Neutral

Reason

UBS analyst Chris Kuntarich raised the firm's price target on Unity to $33 from $22 and keeps a Neutral rating on the shares.

Morgan Stanley

Matthew Cost

Overweight

maintain

$25

2025-07-17

Reason

Morgan Stanley

Matthew Cost

Price Target

$25

2025-07-17

maintain

Overweight

Reason

Morgan Stanley analyst Matthew Cost tells investors that the firm has observed a "marked improvement" in the commentary from Unity's advertising customers in recent weeks and now believes that Unity Ads is delivering no less than 15%-20% uplift on installs and purchases. The firm, which believes that Unity's investments and restructuring over the past 18 months have "produced a fundamentally more competitive ad product," highlights three reasons it sees that Unity could still be in the early innings of a re-inflection for the Grow segment: the fact that the new Vector ad model only fully launched in May, the fact that Unity Ads just started using game engine data in July and a belief that Unity 6 adoption continues to grow strongly. The firm keeps an Overweight rating and $25 price target on Unity shares.

Jefferies

NULL -> Buy

upgrade

$29 -> $35

2025-07-16

Reason

Jefferies

Price Target

$29 -> $35

2025-07-16

upgrade

NULL -> Buy

Reason

Jefferies raised the firm's price target on Unity to $35 from $29 and keeps a Buy rating on the shares.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Unity Software Inc (U.N) is 46.42, compared to its 5-year average forward P/E of -119.79. For a more detailed relative valuation and DCF analysis to assess Unity Software Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-119.79

Current PE

46.42

Overvalued PE

116.12

Undervalued PE

-355.70

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

1708.32

Current EV/EBITDA

37.57

Overvalued EV/EBITDA

10076.05

Undervalued EV/EBITDA

-6659.41

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

13.38

Current PS

7.49

Overvalued PS

24.95

Undervalued PS

1.81