
Unity Software (U) Stock Forecast & Price Target
Unity Software (U) Analyst Ratings
Bulls say
Unity Software Inc. is poised for favorable financial performance, with revenue estimates for 2026 being increased by 2% due to strong sequential growth in the Grow segment, which experienced a 10.8% increase, surpassing previous expectations. The mobile gaming market is anticipated to maintain a growth rate of 10-15% year-over-year, driven by enhanced engagement trends and evolving monetization strategies, which are expected to bolster revenues for Unity's Create and Operate platforms. Furthermore, the company is projecting an increase in revenues from its non-gaming Create Industries, alongside a robust advertising revenue growth in its Unity Ads segment, potentially exceeding market expectations in the coming years.
Bears say
Unity Software Inc. has been facing significant challenges, with underlying revenue declines since 2022 that have been exacerbated by issues related to customer lifetime value and competition. The integration of ironSource tools has not offset declining revenues from legacy operations such as Tapjoy and LevelPlay, while difficult industry comparisons and the deprecation of IDFA have negatively impacted demand for Unity's Create software and overall ad monetization efforts. Additionally, despite a modest revenue beat in Q3 with $471 million, the company’s EBITDA guidance fell below expectations, indicating continued financial instability.
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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