Unity Software (U) is trading down at $40.30 (-2.21%), as of the latest quote. It is a Russell 1000 constituent in the Information Technology sector.
Analyst price targets on U
Current price targets from 2 firms average $51, ranging from $47 to $55 — 27% above the current $40.3. Each is tracked to its date and scored the same way a member's call is.
- Oppenheimer $45.9 → $47 by Oct 2027 Oct 8, 2026 via Investing.com · Oppenheimer's track record
- Piper Sandler $45.7 → $55 by Oct 2027 Oct 5, 2026 via Investing.com · Piper Sandler's track record
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
Unity Software revenue & net income history (FY2018–FY2025)
| FY2018Dec 2018 | FY2019Dec 2019 | FY2020Dec 2020 | FY2021Dec 2021 | FY2022Dec 2022 | FY2023Dec 2023 | FY2024Dec 2024 | FY2025Dec 2025 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $380.8M | $541.8M | $772.4M | $1.11B | $1.39B | $2.19B | $1.81B | $1.85B |
| Growth (year over year) | — | +42.3% | +42.6% | +43.8% | +25.3% | +57.2% | −17.1% | +2.0% |
| Gross profit | $299.5M | $423.2M | $600.1M | $856.9M | $948.5M | $1.45B | $1.33B | $1.37B |
| Gross margin | 78.7% | 78.1% | 77.7% | 77.2% | 68.2% | 66.5% | 73.5% | 74.2% |
| Operating income | −$130.3M | −$150.7M | −$274.8M | −$531.7M | −$882.2M | −$832.8M | −$755.1M | −$479.1M |
| Operating margin | −34.2% | −27.8% | −35.6% | −47.9% | −63.4% | −38.1% | −41.6% | −25.9% |
| Net income | −$131.6M | −$163.2M | −$282.3M | −$532.6M | −$921.1M | −$822.0M | −$664.1M | −$402.8M |
| Net margin | −34.6% | −30.1% | −36.5% | −48.0% | −66.2% | −37.6% | −36.6% | −21.8% |
| EPS (diluted) | −$1.24 | −$2.39 | −$1.66 | −$1.89 | −$2.96 | −$2.16 | −$1.68 | −$0.96 |
| Balance sheet | ||||||||
| Cash and equivalents | $258.7M | $130.0M | $1.27B | $1.06B | $1.49B | $1.59B | $1.52B | $2.06B |
| Total assets | — | $762.9M | $2.67B | $4.84B | $7.83B | $7.24B | $6.74B | $6.84B |
| Total liabilities | — | $368.9M | $634.1M | $2.45B | $4.08B | $3.83B | $3.31B | $3.34B |
| Shareholders' equity | $316.1M | $393.9M | $2.04B | $2.39B | $3.53B | $3.18B | $3.19B | $3.24B |
| Cash flow | ||||||||
| Operating cash flow | −$81.1M | −$67.9M | $19.9M | −$111.4M | −$59.4M | $234.7M | $315.6M | $423.0M |
| Capital expenditure | $38.0M | $27.0M | $40.2M | $41.9M | $57.1M | $55.9M | $29.5M | $19.0M |
| Free cash flow | −$119.1M | −$95.0M | −$20.2M | −$153.4M | −$116.6M | $178.8M | $286.0M | $403.9M |
| Share buybacks | $0 | $286.4M | $110.0K | $0 | $1.50B | $250.0M | $0 | $0 |
| Q3 FY24Sep 2024 | Q4 FY24†Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25†Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $446.5M | $457.1M | $435.0M | $440.9M | $470.6M | $503.1M | $508.2M | $546.5M |
| Growth (year over year) | −18.0% | −25.0% | −5.5% | −1.9% | +5.4% | +10.1% | +16.8% | +23.9% |
| Gross profit | $334.5M | $341.6M | $321.0M | $326.7M | $350.3M | $373.9M | $156.6M | $434.8M |
| Gross margin | 74.9% | 74.7% | 73.8% | 74.1% | 74.4% | 74.3% | 30.8% | 79.6% |
| Operating income | −$127.1M | −$123.7M | −$127.9M | −$118.8M | −$125.9M | −$106.5M | −$351.4M | −$32.2M |
| Operating margin | −28.5% | −27.1% | −29.4% | −26.9% | −26.7% | −21.2% | −69.1% | −5.9% |
| Net income | −$124.7M | −$122.7M | −$77.6M | −$108.8M | −$126.4M | −$90.0M | −$347.6M | −$23.6M |
| Net margin | −27.9% | −26.8% | −17.8% | −24.7% | −26.9% | −17.9% | −68.4% | −4.3% |
| EPS (diluted) | −$0.31 | −$0.30 | −$0.19 | −$0.26 | −$0.30 | −$0.21 | −$0.80 | −$0.05 |
| Balance sheet | ||||||||
| Cash and equivalents | $1.41B | $1.52B | $1.54B | $1.69B | $1.90B | $2.06B | $2.14B | $2.35B |
| Total assets | $6.73B | $6.74B | $6.65B | $6.72B | $6.78B | $6.84B | $6.52B | $6.66B |
| Total liabilities | $3.30B | $3.31B | $3.22B | $3.28B | $3.33B | $3.34B | $3.28B | $3.35B |
| Shareholders' equity | $3.18B | $3.19B | $3.19B | $3.19B | $3.20B | $3.24B | $2.98B | $3.03B |
| Cash flow | ||||||||
| Operating cash flow | $122.4M | $112.2M | $13.0M | $133.1M | $155.4M | $121.4M | $71.3M | $205.6M |
| Capital expenditure | $7.15M | $6.44M | $5.72M | $6.45M | $4.11M | $2.75M | $4.83M | $3.66M |
| Free cash flow | $115.2M | $105.8M | $7.31M | $126.7M | $151.3M | $118.7M | $66.5M | $202.0M |
| Share buybacks | — | $0 | — | — | — | — | — | — |
From Unity Software's 10-K and 10-Q filings with the SEC; its fiscal year ends in December. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
About Unity Software
Unity Software Inc. is an American video game software development company based in San Francisco. It was founded in Denmark in August 2004 as Over the Edge I/S and changed its name in 2007. Unity Technologies is best known for the development of Unity, a licensed game engine used to create video games and other applications.
Source: Wikipedia — Unity Technologies
- Headquarters
- San Francisco, California From SEC filings, Oct 2026
Recent News (5)
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Oppenheimer reiterates Unity Software stock rating on Google AI partnership
Oppenheimer reiterates Unity Software stock rating on Google AI partnership
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Unity Software Stock Is Falling Wednesday: What's Going On? - Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:G Unity Software Stock Is Falling Wednesday: What's Going On? - Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:G Benzinga
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Piper Sandler reiterates Unity Software stock rating on momentum
Piper Sandler reiterates Unity Software stock rating on momentum
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Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push Yahoo Finance
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SoundHound AI Rallies 12%, Unity Software Rises 11%, Datadog Sinks 15% as Traders Separate Software Winners From Losers SoundHound AI Rallies 12%, Unity Software Rises 11%, Datadog Sinks 15% as Traders Separate Software Winners From Losers
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