Companies /Technology

Unity Software Inc

NYSE: U Software - Application
$51.43
▼ $0.06 (−0.12%) today
Markets closed · 7:55pm ET

24/7 Wall St. View

Price Prediction $63.84 +22.0% Our analysts’ 12-month view: target, optimistic case, and floor. U price prediction → Earnings Beat +27.5% EPS vs. the estimate, revenue, and how the market reacted. U earnings history →

U at a Glance

Valuation
Market cap
$22.9B
Profitability
Revenue (TTM)
$2.2B
Profit margin
-15.6%
EPS (TTM)
$-0.80
Price
52-week range
$17 – $54
24/7 target
$63.84
Street target
$57.80
Earnings
Q3 2026 EPS
$0.44
vs. $0.35 est.
+27.5%

Headquartered in San Francisco, CA Fiscal year ends December NYSE: U unity.com

About Unity

Unity Software Inc. (NYSE: U) provides a suite of tools to develop, deploy and grow games and interactive experiences across mobile, PC, console and extended reality platforms. It reports two segments.

- **Create Solutions:** The Unity game engine and related developer tools, sold mainly through subscriptions, along with cloud and hosting services. These cloud and hosting services were narrowed in a 2025 portfolio reset.
- **Grow Solutions:** Advertising and monetization services, centered on the Unity Ads Network and its AI-driven Vector platform. Vector uses behavioral data from the Unity runtime to improve ad performance.

Unity is pursuing a 'flywheel' strategy, in which more games built on its engine drive more demand for ad-based discovery. As part of this shift, it sunset the ironSource Ads network in Q2 2026 and sold its Supersonic publishing business in August 2026. It now reports 'Strategic' revenue separately from these legacy 'Non-Strategic' streams.

The company is also investing in AI tools, integrations with third-party coding agents, and Unity Spark, an initiative tied to a partnership with Google. Updated

Revenue by Segment · Q3 2026
  1. Grow Solutions73%
  2. Create Solutions27%

Latest Activity

Wall St. Engine@wallstengineQuote post

Unity's first GAAP profit since its 2020 IPO came with EPS of $0.25 against $0.05 expected, and the ad business is guided to more than double next quarter.

Unity $U +23% Posted its first GAAP profit since its IPO Expects its ad business to more than double next quarter Grew revenue 32% while cutting sales & marketing spending by 38% Added $587 million in cash this year https://t.co/Q9x1IpXgPt https://t.co/WDdlCt7Ufj [Quoted @wallstengine]: UNITY $U Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $622M (Est. $567M) 🟢; +32% YoY 🔹 EPS: $0.25 (Est. $0.05) 🟢 🔹 Net Income: $122M 🔹 Adjusted EBITDA: $257M Q4 Guide: 🔹 Strategic Revenue: $683M-$691M 🔹 Strategic Grow Revenue: $515M-$520M 🔹 Strategic Create Revenue: https://t.co/UX4ifedNsQ
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UUnity
Q3 2026
EPS
$0.44
est $0.34+27.5%
Revenue
$622M
est $567M+9.6%

Unity just booked its first GAAP profitable quarter since its IPO, with the Vector ad platform up 126% year over year pushing results past consensus on both lines. Management guided fourth-quarter Strategic revenue to $683 million to $691 million, so the acceleration carries into next quarter.

Quarterly EPS — reported vs estimate
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U Coverage

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Frequently Asked Questions

What does Unity do?

Unity Software Inc. (NYSE: U) provides a suite of tools to develop, deploy and grow games and interactive experiences across mobile, PC, console and extended reality platforms.

What is the U stock price target?

24/7 Wall St.'s 12-month price target for U is $63.84, rated Buy. The Wall Street consensus target is $57.80. U price prediction →