Recent Research Analysts’ Ratings Updates for Unity Software (U)

Unity Software (NYSE: U) recently received a number of ratings updates from brokerages and research firms:

• 5/8/2026 – Unity Software had its price target raised by Barclays PLC from $28.00 to $33.00. They now have an “equal weight” rating on the stock.
• 5/8/2026 – Unity Software had its price target raised by Wedbush from $30.00 to $32.00. They now have an “outperform” rating on the stock.
• 5/8/2026 – Unity Software had its price target raised by Wells Fargo & Company from $29.00 to $35.00. They now have an “overweight” rating on the stock.
• 5/8/2026 – Unity Software had its price target raised by Needham & Company LLC from $35.00 to $40.00. They now have a “buy” rating on the stock.
• 5/7/2026 – Unity Software had its price target raised by BTIG Research from $39.00 to $43.00. They now have a “buy” rating on the stock.
• 5/5/2026 – Unity Software had its price target raised by UBS Group AG from $26.00 to $28.00. They now have a “neutral” rating on the stock.
• 4/30/2026 – Unity Software had its price target lowered by Citigroup Inc. from $43.00 to $40.00. They now have a “buy” rating on the stock.
• 4/30/2026 – Unity Software had its “outperform” rating reaffirmed by Wedbush. They now have a $30.00 price target on the stock.
• 4/27/2026 – Unity Software had its “buy” rating reaffirmed by BTIG Research. They now have a $39.00 price target on the stock.
• 3/28/2026 – Unity Software was downgraded by Wall Street Zen from “buy” to “hold”.
• 3/27/2026 – Unity Software had its price target raised by Morgan Stanley from $30.00 to $32.00. They now have an “overweight” rating on the stock.
• 3/27/2026 – Unity Software had its price target raised by Bank of America Corporation from $19.00 to $21.00. They now have a “neutral” rating on the stock.
• 3/27/2026 – Unity Software had its “market outperform” rating reaffirmed by Citizens Jmp. They now have a $37.00 price target on the stock.
• 3/27/2026 – Unity Software had its “outperform” rating reaffirmed by Wedbush. They now have a $30.00 price target on the stock.
• 3/27/2026 – Unity Software had its price target lowered by Wells Fargo & Company from $38.00 to $29.00. They now have an “overweight” rating on the stock.
• 3/27/2026 – Unity Software had its price target lowered by BTIG Research from $41.00 to $39.00. They now have a “buy” rating on the stock.
• 3/27/2026 – Unity Software had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $35.00 price target on the stock.

Insiders Place Their Bets

In other news, COO Alexander Blum sold 2,541 shares of the stock in a transaction on Friday, February 27th. The shares were sold at an average price of $18.76, for a total value of $47,669.16. Following the completion of the sale, the chief operating officer owned 548,425 shares of the company’s stock, valued at $10,288,453. This represents a 0.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Jarrod Yahes sold 6,205 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $21.03, for a total value of $130,491.15. Following the completion of the sale, the chief financial officer owned 728,381 shares of the company’s stock, valued at approximately $15,317,852.43. This represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 41,684 shares of company stock worth $773,350 over the last ninety days. 0.77% of the stock is owned by company insiders.

Unity Software is a leading provider of a real-time 3D development platform that enables creators across industries to design, build and operate interactive, real-time experiences. Originally focused on the game development market, Unity’s technology now extends into sectors such as film, automotive, architecture, engineering and construction, delivering immersive content for mobile, desktop, console, augmented reality and virtual reality devices. The company’s core offering comprises a suite of authoring tools, runtime engines and cloud services that streamline the creation and deployment of interactive 3D applications.

The Unity Editor serves as the central hub where developers design scenes, script behavior and iterate on assets.