Unity Software Inc. (U) Stock: Price, Forecast & Analyst Target
Unity Software Inc. (U) — MoonshotScore 29/100 (Weak band), calculated Oct 5, 2026. Price $43.61 (-0.01%), as of the Oct 2, 2026 trading session; market cap $19.0B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 8.08× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Unity Software Inc. · U · NYSE · Technology · Software - Application
Research dated 2026-09-12: Unity Software builds the creation and monetization infrastructure behind interactive content across gaming and adjacent professional markets. Its equity case depends on whether renewed revenue momentum and cash generation can outlast persistent accounting losses while the company refreshes its creation platform and reduces leverage.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Unity Software (U)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Strong price action running well ahead of the business — a strained balance sheet underneath; a move to treat with suspicion, not chase. Business Quality: Thin; Financial Safety: Strained; Valuation: Rich; Growth Durability: Fading; Momentum: Surging.
- quarterly revenue $546M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- Altman Z 2.77 · Piotroski F 5
Holding back: weak fundamentals, balance-sheet strain, a rich price
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak | |
| 29 | Weak |
The score was 29 in the stored Oct 4, 2026 snapshot and remains 29 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +5 and Business Quality +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $43.61 |
| Change on the day | -0.01% |
| 52-week range | $16.78–$52.15 |
| Market capitalisation | $19.0B |
| Price / earnings (trailing) | 20.00 |
| Shares traded on the day | 8.27M |
| Beta (volatility vs the S&P 500) | 2.06 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We believe Unity 7, which will launch in beta in Q4 of 2026 and a full release in Q1 of '27, holds the potential to be the most exciting and impactful release in our history and that it points the way to a fundamentally different future, one where the top of the funnel gets bigger and bigger to accommodate the increased interest in the creation of interactive entertainment.
Matthew Bromberg · Statement from
And we expect $20 million in nonstrategic revenue in the third quarter, driven primarily by the July contribution of Supersonic.
Jarrod Yahes · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Unity Software (U): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the U film — every key number, told as a short cinematic story
~2 min · open the film
What is Unity Software (U), and what does it report?
Short answer · as of
Unity sells software that helps creators, developers, artists, designers, engineers and architects build, deploy and monetize interactive content across phones, computers, consoles and immersive hardware.
Research dated 2026-09-12.
Unity sells software that helps creators, developers, artists, designers, engineers and architects build, deploy and monetize interactive content across phones, computers, consoles and immersive hardware. It is not merely a game-engine licensing business: Create Solutions supplies the development platform, while Grow Solutions monetizes content and contributes the larger revenue pool.
The consolidated income statement therefore blends creation-tool demand with monetization activity. A change in total revenue cannot be treated as a clean proxy for adoption of the Unity engine.
What do the latest results show for Unity Software (U)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $546M.
Research dated 2026-09-12.
The latest quarter produced the strongest revenue in the presented series, a sharp gross-profit rebound from the prior period, dramatically narrower operating and net losses, and accelerating operating cash flow. Revenue also cleared consensus, though the earnings record remains volatile.
Management's concrete claims concern what comes next: the next major Unity release is intended to broaden the creator funnel, while near-term guidance includes a Supersonic contribution that management labels nonstrategic. The reported improvement should therefore be separated from prospective platform benefits and temporary portfolio revenue.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $546.47M Jun 30, 2026
- Latest quarter · R&D
- $278.27M Jun 30, 2026
- Latest quarter · SG&A
- $188.70M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- −$32.22M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $546.47M | $278.27M | $188.70M | −$32.22M |
| Mar 31, 2026 | $508.24M | $254.43M | $253.59M | −$351.41M |
| Dec 31, 2025 | $503.09M | $249.73M | $230.63M | −$106.51M |
| Sep 30, 2025 | $470.62M | $244.36M | $231.78M | −$125.86M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $546.47M Aug 6, 2026
- Latest report · revenue estimate
- $514.72M Aug 6, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 6, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 6, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 6, 2026 | $546.47M | $514.72M | −$0.0500 | −$0.1072 |
| May 7, 2026 | $508.24M | $501.96M | −$0.8000 | −$0.2111 |
| Feb 11, 2026 | $503.09M | $492.79M | −$0.2100 | $0.2000 |
| Nov 5, 2025 | $470.62M | $453.04M | $0.2000 | $0.1845 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $546M | -$24M | -$0.05 (diluted) |
| Q1 FY2026 | $508M | -$347M | -$0.80 (diluted) |
| Q4 FY2025 | $503M | -$90M | -$0.21 (diluted) |
| Q3 FY2025 | $471M | -$126M | -$0.30 (diluted) |
What are the financial strengths and risks for Unity Software (U)?
Short answer
Cash and short-term investments were $2.35B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $205.62M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Liquidity is substantive: cash and investments have risen steadily and now modestly exceed debt, while operating cash flow is positive and capital spending is light. This provides room to fund heavy research and development even though accounting profitability remains negative.
That cushion is not the same as abundant net cash. Debt nearly consumes gross liquidity, management plans to repay a near-term convertible obligation, and valuation remains elevated relative to sales despite negative margins. Because Grow Solutions is larger than Create Solutions, deterioration in monetization activity could outweigh progress in the creation platform.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $205.62M Jun 30, 2026
- Previous quarter · operating cash flow
- $71.29M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $205.62M | −$3.66M |
| Mar 31, 2026 | $71.29M | −$4.83M |
| Dec 31, 2025 | $121.44M | −$2.75M |
| Sep 30, 2025 | $155.40M | −$4.11M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Unity Software (U)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-12.
Watch whether sequential revenue growth survives the removal of nonstrategic Supersonic contribution, whether gross profit holds its recovery, and whether operating cash flow remains strong as research spending continues. Consensus expects further revenue expansion and positive per-share earnings, raising the bar for evidence that the latest improvement is durable.
Execution on the convertible repayment and milestones for the next major Unity release matter alongside headline growth. Recent filings also record a run of leadership changes, making role stability and accountability around those projects relevant.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We believe Unity 7, which will launch in beta in Q4 of 2026 and a full release in Q1 of '27, holds the potential to be the most exciting and impactful release in our history and that it points the way to a fundamentally different future, one where the top of the funnel gets bigger and bigger to accommodate the increased interest in the creation of interactive entertainment.
Matthew Bromberg ·
And we expect $20 million in nonstrategic revenue in the third quarter, driven primarily by the July contribution of Supersonic.
Jarrod Yahes ·
Our near-term capital plans center around delevering our balance sheet, and we expect to pay off our 2026 convert in November.
Jarrod Yahes ·
With that, let's now turn to our guidance for the third quarter.
Jarrod Yahes ·
How does Unity Software compare with its peers?
Short answer
Unity Software's score ranks 4th of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Unity combines a creation engine and monetization stack within the same platform footprint. A pure development-tool vendor is more directly tied to seat or license demand, while a pure monetization platform lacks Unity's position in the content-creation workflow; Unity participates in each activity.
Grow Solutions currently contributes more revenue than Create Solutions, so comparisons based only on game-engine adoption miss the larger commercial engine. Platform relevance and monetization performance can move for different reasons, making the segment mix essential when interpreting consolidated growth.
| Company | Price | Market value | Score |
|---|---|---|---|
| $211.49 Oct 2, 2026 | $35.1B | 90 5-pillar Oct 5, 2026 | |
| $94.05 Oct 2, 2026 | $17.9B | 68 5-pillar Oct 5, 2026 | |
| $463.69 Oct 2, 2026 | $16.6B | 60 5-pillar Oct 5, 2026 | |
| Unity Software (U) — this page | $43.61 | $19.0B | 29 |
| $12.06 Oct 2, 2026 | $12.5B | 27 5-pillar Oct 5, 2026 | |
| $43.77 Oct 2, 2026 | $16.3B | 19 5-pillar Oct 5, 2026 | |
| $59.31 Date unavailable | $17.3B | — Model unavailable | |
| $144.03 Date unavailable | $16.6B | — Model unavailable | |
| $661.25 Date unavailable | $14.3B | — Model unavailable | |
| $92.88 Date unavailable | $27.2B | — Model unavailable | |
| $69.01 Date unavailable | $13.2B | — Model unavailable | |
| $204.15 Date unavailable | $11.9B | — Model unavailable | |
| $214.40 Date unavailable | $11.0B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $33.00 – $55.00
- Consensus target
- $44.65
- Median target
- $47.55
Consensus record · Captured .
Measured against a quoted price of $43.61 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 28, 2026
- Transactions
- 30
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 17
- Other transactions
- 13
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 85.7% Period end Jun 30, 2026
- Previous quarter · ownership
- 79.4% Prior to period end Jun 30, 2026
- Reporting holders
- 617 Period end Jun 30, 2026
- Previous quarter · holders
- 595 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 |
| Sc Us (Ttgp), Ltd. | 31,824,924 |
| Blackrock, INC. | 23,380,305 |
| Vanguard Portfolio Management LLC | 20,466,738 |
| Vanguard Capital Management LLC | 17,205,571 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Unity Software (U)?
Unity Software Technology Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does Grow Solutions change the way Unity revenue should be read?
Grow Solutions is the larger reported segment and adds monetization revenue to the Create platform. Total revenue can rise or fall for reasons that are not a direct read on engine adoption.
Is Unity's latest loss improvement supported by operating cash flow?
The latest period paired a sharply narrower operating loss with the strongest operating cash flow in the presented series. Light capital spending also supports positive free cash flow, although accounting margins remain negative.
What would Unity's planned convertible repayment do to its liquidity?
Repayment would reduce gross cash while lowering debt. Cash and investments currently sit only modestly above total debt, so the transaction would change the balance-sheet shape more than the small net-cash position suggests.
Why does the next major Unity release matter to Create Solutions?
Management believes the release can expand the creator funnel. The useful confirmation would be stronger Create demand without giving back the recent improvement in consolidated economics.
What is the U stock price today?
The last price recorded on this page for Unity Software Inc. (U) is $43.61, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the U price target?
The analyst consensus price target for Unity Software Inc. (U) is $44.65 (range $33.00 to $55.00, median $47.55), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Matthew Bromberg (Aug 6, 2026): We believe Unity 7, which will launch in beta in Q4 of 2026 and a full release in Q1 of '27, holds the potential to be the most exciting and impactful release in our history and that it points the way to a fundamentally different future, one where the top of the funnel gets bigger and bigger to accommodate the increased interest in the creation of interactive entertainment. Jarrod Yahes (Aug 6, 2026): And we expect $20 million in nonstrategic revenue in the third quarter, driven primarily by the July contribution of Supersonic. Jarrod Yahes (Aug 6, 2026): Our near-term capital plans center around delevering our balance sheet, and we expect to pay off our 2026 convert in November. Jarrod Yahes (Aug 6, 2026): With that, let's now turn to our guidance for the third quarter. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | SAN Francisco, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "116 New Montgomery Street, San Francisco, CA, 94105-3607, US". |
FMP — 75 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $43.61 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:59.461Z. | |
px.change | Change on the day | -0.01% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $19.0B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T20:54:58.324Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.005 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $546M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $16.78–$52.15 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 20.00 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 8.27M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 2.06 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Matthew Samuel Bromberg | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Joachim Christoph Ante — Co-Founder | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 4,412 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $1.11B, net result −$532.61M; FY2022 revenue $1.39B, net result −$919.49M; FY2023 revenue $2.19B, net result −$822.01M; FY2024 revenue $1.81B, net result −$664.11M; FY2025 revenue $1.85B, net result −$402.76M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Grow Solutions $1.23B · Create Solutions $621.41M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 64.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $546.47M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $278.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $188.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | −$32.22M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $508.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $254.43M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $253.59M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | −$351.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $503.09M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $249.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $230.63M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$106.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $470.62M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $244.36M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $231.78M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$125.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-06.revenue_actual | Revenue · reported — report date 2026-08-06 | $546.47M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.revenue_estimated | Revenue · estimate — report date 2026-08-06 | $514.72M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_actual | EPS · reported — report date 2026-08-06 | −$0.0500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-06.eps_estimated | EPS · estimate — report date 2026-08-06 | −$0.1072 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_actual | Revenue · reported — report date 2026-05-07 | $508.24M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.revenue_estimated | Revenue · estimate — report date 2026-05-07 | $501.96M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_actual | EPS · reported — report date 2026-05-07 | −$0.8000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-07.eps_estimated | EPS · estimate — report date 2026-05-07 | −$0.2111 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-11.revenue_actual | Revenue · reported — report date 2026-02-11 | $503.09M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-11.revenue_estimated | Revenue · estimate — report date 2026-02-11 | $492.79M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-11.eps_actual | EPS · reported — report date 2026-02-11 | −$0.2100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-11.eps_estimated | EPS · estimate — report date 2026-02-11 | $0.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.revenue_actual | Revenue · reported — report date 2025-11-05 | $470.62M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.revenue_estimated | Revenue · estimate — report date 2025-11-05 | $453.04M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.eps_actual | EPS · reported — report date 2025-11-05 | $0.2000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.eps_estimated | EPS · estimate — report date 2025-11-05 | $0.1845 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $2.35B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $205.62M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $5.10M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.32B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 6.29× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $205.62M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $71.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$3.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$4.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $121.44M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$2.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $155.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$4.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $33.00 – $55.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $44.65 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $47.55 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 30 transactions · 0 purchases, 17 sales, 13 other transactions · 15 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 28, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 85.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 79.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 617 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 595 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Silver Lake Group, L.L.C. — shares in provider snapshot | 34,735,404 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Sc Us (Ttgp), Ltd. — shares in provider snapshot | 31,824,924 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Blackrock, INC. — shares in provider snapshot | 23,380,305 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 20,466,738 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 17,205,571 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-24 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 2.77 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 8.08× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.35B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-06.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($546.47M) with the recorded estimate ($514.72M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-06.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS (−$0.0500) with the recorded estimate (−$0.1072) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 29 of 100 · Weak · pillars 34 / 25 / 32 / 39 / 93 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 29 (stored snapshot Oct 4, 2026) → 29 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-06.revenue_actual,earn.history.depth.2026-08-06.revenue_estimated,earn.history.depth.2026-08-06.revenue_actual.comparison,earn.history.depth.2026-08-06.eps_actual.comparison,earn.history.depth.2026-08-06.eps_actual,earn.history.depth.2026-08-06.eps_estimated,earn.history.depth.2026-05-07.revenue_actual,earn.history.depth.2026-05-07.revenue_estimated,earn.history.depth.2026-05-07.eps_actual,earn.history.depth.2026-05-07.eps_estimated,earn.history.depth.2026-02-11.revenue_actual,earn.history.depth.2026-02-11.revenue_estimated,earn.history.depth.2026-02-11.eps_actual,earn.history.depth.2026-02-11.eps_estimated,earn.history.depth.2025-11-05.revenue_actual,earn.history.depth.2025-11-05.revenue_estimated,earn.history.depth.2025-11-05.eps_actual,earn.history.depth.2025-11-05.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Unity Software Inc. | 2026-02-11 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-11 |
| Business description | Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware. The company serves a diverse professional base, assisting content creators, software developers, artists, designers, engineers, and architects in bringing their interactive 2D and 3D visions to life. Unity's offerings are distributed globally through various channels, including its direct online store, dedicated field sales teams, and a network of independent distributors and resellers. This extensive international presence spans numerous countries such as the United States, Canada, China, Japan, Germany, France, the United Kingdom, and many others across Europe, Asia, and South America. Founded in 2004, Unity Software maintains its corporate headquarters in San Francisco, California. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Grow Solutions: $1.23B; Create Solutions: $621.41M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-06 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-06 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $2.32B; Liquidity basis: cash and short-term investments; Total liabilities: $3.35B; Cash and short-term investments: $2.35B; Cash and investments: $2.36B; Long-term investments: $5.10M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $2.36B; Cash and short-term investments: $2.35B; Long-term investments: $5.10M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $31.10M; Total debt: $2.32B; Cash and investments: $2.35B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 2.03; Current ratio: 2.03; Debt to equity: 0.76; Net margin: -28.9%; Gross margin: 61.6%; Operating margin: -29.9%; Return on assets: -8.8%; Return on equity: -18.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-11-04; EPS estimate: $0.34 per share; Revenue estimate: $565.25M The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent SEC filings |
| 2026-08-19 | OFFICIAL | SEC EDGAR filer submissions |
Data provided for informational purposes only.