UNITY SOFTWARE INC (U) Forecast, Price Target & Analyst Ratings

NYSE:U • US91332U1016

Current stock price

18.65 USD
+0.26 (+1.41%)
At close:
18.6 USD
-0.05 (-0.27%)
Pre-Market:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for UNITY SOFTWARE INC (U).

Forecast Snapshot

Consensus Price Target

Price Target
$35.30
+ 89.29% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
-$0.28
Revenue Estimate
498.69M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.33%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$35.30
Upside
+ 89.29%
From current price of $18.65 to mean target of $35.30, Based on 36 analyst forecasts
Low
$18.18
Median
$35.70
High
$56.70

Price Target Revisions

1 Month
-27.02%
3 Months
-24.49%

Price Target Summary

36 Wall Street analysts provided a forecast for the next 12 months for U. The average price target is 35.3 USD. This implies a price increase of 89.29% is expected in the next year compared to the current price of 18.65.
The average price target has been revised downward by 24.49% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

U Current Analyst RatingU Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

U Historical Analyst RatingsU Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
78.33%
U was analyzed by 36 analysts. The buy percentage consensus is at 78. So analysts seem to be have mildly positive about U.
In the previous month the buy percentage consensus was at a similar level.
U was analyzed by 36 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-13WedbushReiterate Outperform -> Outperform
2026-03-03B of A SecuritiesUpgrade Underperform -> Neutral
2026-02-17BTIGReiterate Buy -> Buy
2026-02-12CitizensMaintains Market Outperform -> Market Outperform
2026-02-12MacquarieMaintains Outperform -> Outperform
2026-02-12BTIGMaintains Buy -> Buy
2026-02-12UBSMaintains Neutral -> Neutral
2026-02-12NeedhamMaintains Buy -> Buy
2026-02-12BarclaysMaintains Equal-Weight -> Equal-Weight
2026-02-12WedbushMaintains Outperform -> Outperform
2026-02-12Wells FargoMaintains Overweight -> Overweight
2026-02-12Goldman SachsMaintains Neutral -> Neutral
2026-02-12CitigroupMaintains Buy -> Buy
2026-02-11NeedhamReiterate Buy -> Buy
2026-02-10UBSMaintains Neutral -> Neutral
2026-02-10OppenheimerUpgrade Perform -> Outperform
2026-01-16Freedom Capital MarketsInitiate Buy
2026-01-13Goldman SachsMaintains Neutral -> Neutral
2026-01-13Morgan StanleyMaintains Overweight -> Overweight
2026-01-08Wells FargoMaintains Overweight -> Overweight
2026-01-05JefferiesMaintains Buy -> Buy
2025-12-11BTIGUpgrade Neutral -> Buy
2025-12-11Piper SandlerUpgrade Neutral -> Overweight
2025-12-05Wells FargoUpgrade Equal-Weight -> Overweight
2025-12-01Arete ResearchUpgrade Neutral -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 5, 2026
Period
Q1 / 2026
EPS Estimate
-$0.28
Revenue Estimate
498.69M
Revenue Q2Q
14.64%
EPS Q2Q
-44.95%
Number of Analysts
18

Next Earnings Revisions

Revenue (1 Month)
-1.02%
Revenue (3 Months)
-0.44%
EPS (1 Month)
-38.14%
EPS (3 Months)
-43.95%

Next Earnings Summary

U is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is -0.28 USD and the consensus revenue estimate is 498.69M USD.
The next earnings revenue estimate has been revised downward by 0.44% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2032

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032
Revenue
YoY % growth
U revenue by date.U revenue by date.
2.187B
57.25%		1.813B
-17.10%		1.85B
2.01%		2.127B
14.99%		2.394B
12.55%		2.707B
13.07%		3.556B
31.36%		4.013B
12.85%		N/AN/A
EBITDA
YoY % growth
U ebitda by date.U ebitda by date.
-268.878M
57.83%		-79.169M
70.56%		-16.322M
79.38%		530.37M
3,349.42%		668.53M
26.05%		808.74M
20.97%		850.78M
5.20%		3B
252.62%		N/AN/A
EBIT
YoY % growth
U ebit by date.U ebit by date.
-832.794M
1.93%		-488.149M
41.38%		-477.266M
2.23%		-273.744M
42.64%		-145.216M
46.95%		257.92M
277.61%		829.26M
221.52%		705.84M
-14.88%		782.34M
10.84%		863.94M
10.43%
Operating Margin
U operating margin by date.U operating margin by date.
-38.07%-26.92%-25.80%-12.87%-6.07%9.53%23.32%17.59%N/AN/A
EPS
YoY % growth
U eps by date.U eps by date.
0.03
107.32%		-1.68
-5,700.00%		-0.96
42.80%		-0.70
26.86%		-0.26
62.49%		0.28
206.09%		3.50
1,150.68%		4.39
25.36%		N/AN/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.28
-44.95%		-0.19
25.31%		-0.16
46.02%		-0.14
31.03%		0.05
118.52%		0.08
141.86%		0.07
144.09%		0.29
297.18%
Revenue
Q2Q % growth		498.69M
14.64%		516.85M
17.21%		546.1M
16.04%		565.42M
12.39%		579.13M
16.13%		599.58M
16.01%		625.79M
14.59%		652.64M
15.43%
EBITDA
Q2Q % growth		111.09M
456.24%		122.6M
64.19%		146.88M
-27.70%		156.65M
-55.93%		168.7M
51.86%		180.89M
47.54%		201M
36.85%		218.96M
39.78%
EBIT
Q2Q % growth		-95.192M
25.28%		-65.771M
44.49%		-72.524M
42.39%		-73.356M
30.47%		-52.014M
45.36%		-55.288M
15.94%		-28.071M
61.29%		-21.832M
70.24%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

U Yearly Revenue VS EstimatesU Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B
U Yearly EPS VS EstimatesU Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 2 4

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
31.83%
EPS Next 5 Year
45.69%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
13.02%
Revenue Next 5 Year
16.44%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
57.32%
EBIT Next 5 Year
55.27%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

UNITY SOFTWARE INC / U Forecast FAQ

What is the price target for U stock?

36 analysts have analysed U and the average price target is 35.3 USD. This implies a price increase of 89.29% is expected in the next year compared to the current price of 18.65.

What is the next earnings date for U stock?

UNITY SOFTWARE INC (U) will report earnings on 2026-05-05, after the market close.

What are the consensus estimates for UNITY SOFTWARE INC (U) next earnings?

The consensus EPS estimate for the next earnings of UNITY SOFTWARE INC (U) is -0.28 USD and the consensus revenue estimate is 498.69M USD.

What is the expected long term growth rate for UNITY SOFTWARE INC (U)?

The expected long term growth rate for UNITY SOFTWARE INC (U) is 13.02%.