
Unity Software (U) Stock Forecast & Price Target
Unity Software (U) Analyst Ratings
Bulls say
Unity Software Inc. is exhibiting strong growth potential, with a projected increase of 2% in revenue estimates for 2026, spurred by a robust performance in its Grow segment, which has shown a sequential growth rate of 10.8%. The mobile gaming market, expanding at a yearly pace of 10-15%, is expected to sustain this momentum, particularly as developer margins improve and hybrid monetization methods gain traction. Additionally, increasing revenue forecasts for both 2025 and 2026, alongside the accumulation of advertising dollars within mobile gaming, further bolster the outlook for Unity's operations in the Create and Operate segments.
Bears say
Unity Software Inc. is facing significant challenges in its revenue streams, particularly with operating revenue headwinds that may persist due to intensified competition and inadequate integration of newly acquired ironSource tools. The company has exhibited declining revenue contributions from legacy businesses such as Tapjoy, Bidalgo, and LevelPlay, exacerbated by a slowdown in demand for its Create software driven by reduced player acquisition spend and engagement levels. Additionally, with a combination of tepid revenue growth, execution challenges, and suboptimal capital deployment, Unity's financial outlook remains grim, highlighted by Q3 results that, despite beating estimates, presented EBITDA guidance that fell short of expectations.
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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