
Unity Software (U) Stock Forecast & Price Target
Unity Software (U) Analyst Ratings
Bulls say
Unity Software Inc is poised for positive growth attributed to a 2% increase in revenue estimates for '26E, bolstered by the strong performance of its Grow segment, which experienced a sequential growth of 10.8% driven by the success of its Vector platform. The ongoing expansion of mobile gaming, which continues to capture market share from other media, supports increased usage of Unity's Create software and enhances revenue for the Operate platform as advertising dollars flow into the mobile gaming sector. Additionally, revenue estimates for '25E have been lifted by 2% while adjusted figures rose by 8%, indicating a promising trajectory for the company's future financial performance as it capitalizes on broader trends in both gaming and non-gaming sectors.
Bears say
Unity Software Inc faces significant challenges that negatively impact its outlook, primarily due to its slower-than-expected resolution of Operate revenue headwinds and increasing competition, particularly in the gaming sector. The broader gaming industry's stagnation, combined with declining demand for Unity's Create software, undermines the anticipated synergies between game development and monetization, ultimately affecting revenue growth. Although the Q3 results showed revenue at $471 million, the forecasted EBITDA guidance fell short of expectations, highlighting ongoing performance vulnerabilities in light of an increasingly tough market environment.
This aggregate rating is based on analysts' research of Unity Software and is not a guaranteed prediction by Public.com or investment advice.
Unity Software (U) Analyst Forecast & Price Prediction
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