Unity Software Inc.
U
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Unity Software operates in a rapidly growing industry with increasing demand for real-time 3D content creation, positioning itself as a leader in the gaming and interactive media sectors.
- Revenue increased by 8% compared to the prior quarter, reaching $546 million.
- Gross margin improved significantly to 79.6%, up from 30.8% in the previous quarter.
- Unity Software faces intense competition in the software application space, which may impact its market share and pricing power.
- The company reported a net income loss of $23.6 million in the latest quarter.
- Operating margin remains negative at -5.9%, indicating ongoing profitability challenges.
Fundamentals
| Market cap | $20.20B | Enterprise value | $20.44B | Trailing P/E | — | Forward P/E | 26.36 |
| PEG | — | Price / book | 6.66 | Beta | 2.11 | Dividend yield | 0.00% |
| Revenue growth | 23.9% | Earnings growth | — | Gross margin | 76.1% | Operating margin | -5.2% |
| Profit margin | -29.0% | ROE | -17.4% | ROA | -3.1% | Debt / equity | 0.70 |
| Current ratio | 2.03 | Free cash flow | $599.62M | Analyst recommendation | strong_buy | Mean target | $49.39 |
| 52w high | $52.15 | 52w low | $16.78 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $546M | $508M | $503M | $471M | $441M |
| Op margin | -5.9% | -69.1% | -21.2% | -26.7% | -26.9% |
| Net income | -$23.6M | -$348M | -$90.0M | -$126M | -$109M |
| Gross margin | 79.6% | 30.8% | 74.3% | 74.4% | 74.1% |
| Gross profit | $435M | $157M | $374M | $350M | $327M |
| Operating income | -$32.2M | -$351M | -$107M | -$126M | -$119M |
- Revenue +8% vs prior quarter ($546M vs $508M).
- Gross margin 79.6% (was 30.8% prior quarter).
- Operating margin expanded to -5.9%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $1.8B | $1.8B | $2.2B | $1.4B |
| Op margin | -25.9% | -41.6% | -38.1% | -63.4% |
| Net income | -$403M | -$664M | -$822M | -$921M |
| Gross margin | 74.2% | 73.5% | 66.5% | 68.2% |
| Gross profit | $1.4B | $1.3B | $1.5B | $949M |
| Operating income | -$479M | -$755M | -$833M | -$882M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Analyst Just Upgraded Unity Stock. Here's Why.
2026-10-08 · Unity (U) Stock Still Looks Undervalued Following Its 67% Five Year Fall
2026-10-08 · APP Stock Sinks 53% in a Year: Is it Time to Sell the Stock?
2026-10-08 · Palantir upgraded, Xerox downgraded: Wall Street's top analyst calls
2026-10-08 · Raymond James Upgrades Unity Software to Outperform From Market Perform, $54 Price Target
2026-10-07 · Does The Fall In AppLovin Stock Change Anything?
2026-10-07 · Unity CEO Wants Google AI Gaming Platform To Reach Consoles, Says Goal Isn't ‘AI Slop’
2026-10-07 · Alphabet's Google, Unity Software Launch Playground for Creators to Develop Games Using Prompts
2026-10-07 · Google and Unity’s New Gaming Platform Is a Threat to Roblox. Why It Could Lure Creators Away.
2026-10-07 · Sector Update: Tech Stocks Fall Pre-Bell Wednesday
2026-10-07 · Unity Climbs 4% as Google Partnership Opens Game Creation to Non-Coders; Roblox Drops 4%, Take-Two Holds Steady
Price (daily)
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