
Unity Software (U) Stock Forecast & Price Target
Unity Software (U) Analyst Ratings
Bulls say
Unity Software Inc. is experiencing robust growth, with an estimated revenue increase of 2% for 2026, driven by strong performance in its Grow segment, which saw a sequential increase of 10.8% due to heightened demand in Vector. The mobile gaming market is projected to grow at a year-over-year pace of 10-15%, bolstered by improving engagement trends and increased advertising expenditures, thereby enhancing revenues for Unity's Create and Operate platforms. Furthermore, as the company prepares for a transition towards hybrid monetization models and expands its presence across various non-gaming industries, there is potential for accelerated growth in revenue estimates for both 2025 and 2026.
Bears say
The financial outlook for Unity Software Inc. appears negative due to persistent revenue declines in key products and services, particularly from the legacy operations of ironSource, Tapjoy, Bidalgo, and LevelPlay. Additionally, the slowdown in the gaming industry and challenges like the IDFA-related pullback in ad spending have negatively impacted Unity's Create software demand, further complicating the company's revenue growth prospects. Finally, even though Q3 results exceeded financial estimates, the guidance for EBITDA was below expectations, indicating ongoing concerns regarding the company’s operational performance and financial health.
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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