Insider buying last 90 days
No open-market insider purchases were filed for U in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every U insider filing, plotted on the chart in Gekko.Open U in Gekko
NYSE: U
Unity Software (U) Stock Analysis & Forecast
Sep 28 close
$39.86−1.69 (−4.1%)
Gekko Brief
AI summaryUnity Software moves this week on competitive and platform news out of Meta's Connect 2026 event, which cuts both ways: shares fell 10.59% on 24 September as investors weighed Meta's new AI game-creation tools, Horizon Create and Horizon Studio, as a competitive threat, then surged almost 5% after the same event unveiled new VR, AI and wearable hardware, seen as a boost to immersive computing broadly. Alongside this, brokerages have kept a constructive stance, with a consensus "Moderate Buy" rating and price targets including $45.16 and $48.00 cited by Freedom Capital Markets, following results that beat expectations with 24% year-over-year revenue growth.
Unity closes at $39.86, down 4.1%, sitting between its 50-day average of $40.33 and 200-day average of $32.03, a mixed trend picture. The GekkoIndex reads 63.8, placing the stock in the Accumulation zone, up 7.3 over five days. Price sits 9% below Gekko Fair Value of $43.82.
The next earnings date falls on 4 November, 36 days out, beyond a typical 20-trading-day hold; the prior report on 6 August produced a 21.2% reaction on an EPS beat of $0.14 versus $0.08 expected. In the last 30 days there were 2 unusual options signals, with call premium of $33.4 million against put premium of $79,206. Seasonally, the next 20 trading days averaged -7.3% over 5 years, rising in 1 of them, a pattern worth noting alongside the earnings timing.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Unity Software price vs fair value
Close $39.86200-day averageGekko Fair Value $43.82
Unity Software quick facts
- Market cap
- $17.40B
- P/E ratio
- —
- Forward P/E
- 28.7
- EPS, TTM
- −$1.28
- Revenue, TTM
- $2.03B
- Profit margin
- -29%
- Dividend yield
- —
- Beta
- 2.06
- Volume
- 10.27M avg 9.85M
- 1-year return
- −5.3%
- Typical daily move
- ±5.1%
- Typical 20-day move
- ±13.6%
- 50-day average
- $40.33
- 200-day average
- $32.03
- Next earnings
- Nov 4
- Shares outstanding
- 440.1M
Unity Software swing-trade checklist
Unity Software scores 4 supportive, 1 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed1 headwind
- Trendmixed
Averages disagree
Close $39.86 sits between the 50-day ($40.33) and 200-day ($32.03) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
63.8, Accumulation
Reading 63.8 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
9.0% below
Price is 9% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneysupportive
Leans bullish
Last 30 days: 2 unusual options signals.
See smart money - Earnings risksupportive
Reports in 36 days
Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−7.3% on average
From this point in the calendar, the next 20 trading days averaged −7.3% over 5 years, rising in 1 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Unity Software stock chart and price history
Unity Software closed at $39.86 on Sep 28, 2026, −5.3% over the past year, inside a 52-week range of $16.78 to $52.15.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −8.3%
- 3 months
- +40.8%
- 6 months
- +104.9%
- 1 year
- −5.3%
The full U chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open U in Gekko
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About Unity Software
Unity Software supplies the underlying technology that developers rely on to build and run interactive, real-time 2D and 3D experiences. Its tools allow people to design projects, publish them and earn money from them across devices such as phones, tablets, computers, gaming consoles, and augmented or virtual reality equipment. The company has built a name for itself by giving creative and technical professionals a shared way to bring interactive visual ideas to market on many different platforms.
Among the people who rely on Unity are artists, engineers, architects, designers and software developers working to turn interactive concepts into finished digital products. The company gets its products to customers through several paths, including a direct online storefront, its own sales staff working in the field, and outside partners such as distributors and resellers. This setup gives Unity a footprint that stretches across countries including the United States, Canada, China, Japan, Germany, France and the United Kingdom, along with other parts of Europe, Asia and South America.
Unity Software traces its founding back to 2004 and runs its main offices out of San Francisco, California. Its stock trades on the NYSE under the ticker U.
- Listed
- NYSE
- Sector
- Technology services
- Industry
- Packaged software
- Website
- unity.com
Unity Software GekkoIndex: the smart money zone
Unity Software’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.8, in the Accumulation zone, up 7.3 points over five sessions.
63.8Accumulation
Up 7.3 points over five sessions, from the Neutral zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 48 | −3.7% | −7.8% | ||
| Accumulation (current zone) | 227 | +0.7% | −0.2% | ||
| Neutral | 344 | +1.4% | +7.6% | ||
| Distribution | 49 | 0.0% | −4.9% | ||
| Selling | 4 | Too few readings yet | |||
Average U share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the U price, zone by zone.Track U in Gekko
Is Unity Software stock overvalued? Gekko Fair Value
Unity Software trades 9.0% below Gekko Fair Value of $43.82, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Unity Software shares are worth, recalculated every trading day.
$43.82
Gekko Fair Value, Sep 26, 2026
9.0% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open U in Gekko
Unity Software insider and Congress trading
No open-market insider purchases were filed for Unity Software, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in U were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for U, plotted on the chart in Gekko.Open U in Gekko
Buybacks
Unity Software has been buying back its own shares.
- Bought back, year ended Dec 31, 2023
- $250.0M
- As a share of market cap
- 1.44%
From company filings.
Unusual options activity last 30 days
2signals, 100% of the flagged premium in calls.
Latest: Bullish flow on Sep 26, $397K in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
4of the funds Gekko tracks hold U.
2added1opened1trimmed0sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Unity Software earnings: next date and track record
Unity Software reports on Nov 4, 2026 (36 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Nov 4, 2026
36 days away
- EPS estimate
- $0.34
- Revenue estimate
- $565.2M
5 of 8reports beat the EPS estimate
±13.7%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 6, 2026 AI summary
- What they said
- Unity Technologies reported an exceptionally strong Q2 2026 driven by rapid growth in its advertising (Vector) business and steady recovery in its Create business. Management highlighted strategic revenue growth, significant adjusted EBITDA expansion, record margins, and strong free cash flow. Key product and strategic developments included: the launch of Unity 7 (rearchitected engine enabling coding agents and faster development), the early rollout of runtime signals into Vector and a positive initial contribution from runtime-derived data, Unity AI entering open beta (integrated, efficient coding and content personalization agent), Unity Commerce reaching general availability on June 30, and a multiyear partnership with Netflix. Management emphasized a self-reinforcing ‘‘AI-powered flywheel’’ linking authoring, game creation, data, advertising demand and discovery. Financial highlights called out by management: strategic revenue growth (overall strategic revenue up 38%), Growth revenue (Vector) $329M up 63% YoY, Create strategic revenue $157M up 14% YoY (ex-one-time), adjusted EBITDA $160M, adjusted EBITDA margins 29% (800 bps YoY expansion), and strong free cash flow. Management expects continued operating leverage, further margin expansion (including a projected 400 bps of adjusted EBITDA margin expansion in Q3) and GAAP profitability for the first time. Product and data initiatives (Unity 7, Unity AI, runtime signals, and Vector improvements) were described as early but highly promising drivers of future growth and monetization.
- Guidance
- - Near-term/quarter guidance: Vector growth guidance ~20% for the next quarter (management referenced guiding ~20%). - Profitability/margins: Expectation of GAAP profitability for the first time ever (timing implied near-term) and an expected ~400 basis points of adjusted EBITDA margin expansion in Q3. - Management described continued rapid revenue growth and ongoing product investments; no explicit multi-quarter revenue/earnings numeric guidance beyond the items above was provided.
- Risks flagged
- - Forward-looking nature of statements and standard SEC-disclosed risks (management explicitly referenced risk factors in filings). - Early-stage uncertainty around runtime-derived signals and Unity AI (management repeatedly noted these initiatives are "very early" or in beta and that impacts are difficult to isolate quantitatively). - Execution risk related to continuing to convert product enhancements and data improvements into sustained advertiser and creator adoption (implicit in discussion of integration, account management and scaling). - Competitive dynamics and platform shifts (implied when discussing new platforms like Netflix and industry dynamism).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 6, 2026 | $0.14 est $0.08 | $546.5M est $514.7M | +21.2% |
| May 7, 2026 | $0.23 est $0.21 | $508.2M est $502.0M | +3.2% |
| Feb 11, 2026 | −$0.21 est $0.21 | $503.1M est $492.8M | −32.4% |
| Nov 5, 2025 | $0.20 est $0.18 | $470.6M est $453.0M | +11.3% |
| Aug 6, 2025 | −$0.26 est $0.14 | $440.9M est $427.8M | −1.1% |
| May 7, 2025 | −$0.19 est $0.12 | $435.0M est $416.1M | −3.1% |
| Feb 20, 2025 | −$0.30 est −$0.35 | $457.1M est $432.5M | +32.0% |
| Nov 7, 2024 | −$0.31 est −$0.36 | $446.5M est $428.1M | −5.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Unity Software stock forecast and analyst price targets
Analysts’ average 12-month price target for Unity Software is $49.39, +23.9% from the last close, from 17 firms rating the stock in the last 90 days.
$49.39consensus 12-month target, +23.9% from the last close
Now $39.86Avg $49.39
Low $36High $55
Each firm’s latest rating in the last 90 days: 17 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 31 | Piper Sandler | $55 | +38.0% |
| Aug 19 | Wells Fargo | $48 | +20.4% |
| Aug 17 | William Blair | — | — |
| Aug 11 | Deutsche Bank | $50 | +25.4% |
| Aug 10 | Citi | $48 | +20.4% |
−0.2%average 20-day move after past Accumulation readings
−7.3%average move over the next 20 trading days in the last 5 years
±5.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Unity Software seasonality: the next 20 trading days
Over the next 20 trading days from Sep 26, Unity Software averaged −7.3% across the last 5 years, rising in 1 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −5.6% | 1 of 5 |
| Next 10 trading days | −5.0% | 0 of 5 |
| Next 15 trading days | −4.5% | 1 of 5 |
| Next 20 trading days | −7.3% | 1 of 5 |
| Next 30 trading days | −5.0% | 1 of 5 |
For scale, U’s typical 20-trading-day move in either direction is about 13.6%.
Unity Software market cap and key statistics
Unity Software’s market cap is $17.40B and revenue of $2.03B over the last twelve months.
Valuation
- Market cap
- $17.40B
- Forward P/E
- 28.7
- EPS, TTM
- −$1.28
- Gekko Fair Value
- $43.82
Trading
- Volume
- 10.27M
- Avg volume, 20 days
- 9.85M
- 52-week high
- $52.15
- 52-week low
- $16.78
- Shares outstanding
- 440.1M
Financials
- Revenue, TTM
- $2.03B
- Profit margin
- -29%
- Return on equity
- -17.4%
- Quarterly earnings growth, YoY
- 0.0%
Risk and income
- Beta
- 2.06
- Typical daily move
- ±5.1%
- Typical 20-day move
- ±13.6%
Unity Software stock news this week
Coverage of Unity Software this week reads positive: 5 positive, 5 neutral and 2 negative headlines.
- Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware PushStocktwits, Sep 27
- Unity Software Inc. (NYSE:U) Stock Has Consensus Target Price of $45.16 According to BrokeragesMarketBeat, Sep 27
- Unity Software Inc. $U Stock Holdings Increased by Corient Private Wealth LPMarketBeat, Sep 26
- Unity Software Price Target Maintained With a $48.00/Share by Freedom Capital MarketsMoomoo, Sep 25
- Unity Software Inc. (U) Falls More Steeply Than Broader Market: What Investors Need to KnowYahoo Finance Australia, Sep 24
- Form 8K Unity Software Inc For: 24 September By Investing.comInvesting.com UK, Sep 24
Unity Software peers
Unity Software’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 17.3% above |
| PLTRPalantir Technologies | Neutral | 15.7% above |
| ORCLOracle | Accumulation | 25.9% below |
| PANWPalo Alto Networks | Neutral | 16.1% above |
| CRWDCrowdStrike | Neutral | 27.2% above |
| CRMSalesforce | Neutral | 5.9% below |
A peer links to its own page where one exists.
Unity Software stock FAQ
What is Unity Software’s market cap?
Unity Software’s market cap is $17.40B at the Sep 28, 2026 close of $39.86, with 440.1M shares outstanding.
What is the Unity Software stock forecast?
The consensus analyst 12-month price target for Unity Software is $49.39, +23.9% from the last close. Of the 17 firms that rated the stock in the last 90 days, 15 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Unity Software stock overvalued or undervalued?
On Gekko’s estimate Unity Software is undervalued: the Sep 28, 2026 close of $39.86 is 9.0% below Gekko Fair Value of $43.82. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Unity Software report earnings next?
Unity Software is expected to report on Nov 4, 2026 (36 days away). Analysts expect earnings of $0.34 per share on revenue of $565.2M. Unity Software beat the earnings estimate in 5 of its last 8 reports, moving 13.7% on average across the report.
What is Unity Software’s 52-week high and low?
Unity Software’s 52-week high is $52.15 and its 52-week low is $16.78; it closed at $39.86 on Sep 28, 2026, −5.3% over the past year. Over the last five years the shares peaked at $210.00 on Nov 18, 2021.
Is Unity Software stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 6 items with data read as supportive (gekkoindex, fair value, smart money and earnings risk), 1 as mixed (trend) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Unity Software?
Gekko flagged 2 unusual options signals in Unity Software over the last 30 days, with $33.44M of flagged premium in calls and $79K in puts. The latest, bullish flow, was on Sep 26, 2026 with $397K in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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