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16 stories mentioning UUpdated 12d ago

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Insider Trading

Unity Software Insider Sold Shares Worth $1,895,194, According to a Recent SEC Filing

Alexander Blum, Senior Vice President, Chief Operating Officer, on August 28, 2026, sold 43,556 shares in Unity Software (U) for $1,895,194. Following the Form 4 filing with the SEC, Blum has control over a total of 661,855 common shares of the company, with 661,855 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1810806/000204205626000010/xslF345X05/wk-form4_1788296564.xml

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Insider Trading

Unity Software Insider Sold Shares Worth $1,178,854, According to a Recent SEC Filing

Jarrod Yahes, Senior Vice President, Chief Financial Officer, on August 25, 2026, sold 26,017 shares in Unity Software (U) for $1,178,854. Following the Form 4 filing with the SEC, Yahes has control over a total of 678,343 common shares of the company, with 678,343 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1810806/000179663526000010/xslF345X05/wk-form4_1787790079.xml

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Wire

Wedbush Adjusts PT on Unity Software to $50 From $36, Maintains Outperform Rating

Unity Software (U) has an average rating of overweight and mean price target of $41.13, according to analysts polled by FactSet.Price: $43.42, Change: $+2.60, Percent Change: +6.37%

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Wire

Oppenheimer Adjusts Unity Software PT to $47 From $38, Maintains Outperform Rating

Unity Software (U) has an average rating of overweight and mean price target of $45.11, according to analysts polled by FactSet.Price: $43.36, Change: $+2.54, Percent Change: +6.22%

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Research

Deutsche Bank Upgrades Unity Software to Buy From Hold, Adjusts PT to $50 From $31

Unity Software (U) has an average rating of overweight and mean price target of $45.11, according to analysts polled by FactSet.

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Research

Benchmark Upgrades Unity Software to Buy From Hold, $50 Price Target

Unity Software (U) has an average rating of overweight and mean price target of $45.11, according to analysts polled by FactSet.

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Research

BofA Securities Upgrades Unity Software to Buy From Neutral, Adjusts PT to $50 From $30

Unity Software (U) has an average rating of overweight and mean price target of $42, according to analysts polled by FactSet.

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Wire

Update: Unity Software Shares Gain After Q2 Adjusted Earnings, Revenue Rise

(Updates with the company's latest stock move in the headline and first paragraph.)Unity Software (U) shares were up 16% in Thursday trading after the company reported higher adjusted earnings and revenue for Q2.The company reported Q2 adjusted earnings of $0.28 per share, up from $0.18 a year earlier.Analysts surveyed by FactSet expected $0.25.Revenue for the quarter ended June 30 was $546.5 million, up from $440.9 million a year earlier.Analysts expected $514.7 million.The company expects Q3 strategic revenue of $540 million to $550 million, it said.Price: $41.18, Change: $+5.71, Percent Change: +16.10%

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Sectors

Sector Update: Tech Stocks Mixed Pre-Bell Thursday

Technology stocks were mixed pre-bell Thursday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.2% and the State Street SPDR S&P Semiconductor ETF (XSD) 0.1% higher.AppLovin (APP) stock was down more than 18% after the company posted Q2 revenue that missed analysts' expectations.Datadog (DDOG) shares were down more than 13% even after the company reported higher Q2 non-GAAP net income and revenue, and raised its 2026 outlook.Unity Software (U) stock was up more than 14% after the company posted higher Q2 adjusted earnings and revenue.

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Stocks Mostly Up Pre-Bell as Investors Weigh Potential Iran-Oman Hormuz Deal, Await More Earnings
US Markets

Stocks Mostly Up Pre-Bell as Investors Weigh Potential Iran-Oman Hormuz Deal, Await More Earnings

US equity markets were mostly pointing higher before the opening bell Thursday as investors assess prospects for a potential deal between Iran and Oman over the Strait of Hormuz and await the latest batch of corporate earnings.The S&P 500 edged up 0.1% and the Dow Jones Industrial Average rose 0.2% in premarket activity, while the Nasdaq declined 0.3%. The Nasdaq and S&P 500 finished the previous trading session lower, while the Dow logged a fresh closing high for a third straight day.Iranian Deputy Foreign Minister Kazem Gharibabadi reportedly said Thursday that an "understanding" between Iran and Oman regarding the Strait of Hormuz is close to being finalized, CNBC reported. Gharibabadi noted that the path of understanding is between the two countries and no negotiations have taken place with the US during this period.Earlier in the week, President Donald Trump reportedly said an agreement to reopen the strait, the world's most important chokepoint for crude flows, was imminent.West Texas Intermediate crude oil dipped 0.1% to $75.16 a barrel before the open, while Brent was slightly in the green at $79.47.ConocoPhillips (COP), Parker Hannifin (PH), Datadog (DDOG), Warner Bros. Discovery (WBD), Becton Dickinson (BDX), Keurig Dr Pepper (KDP), Kenvue (KVUE), Restaurant Brands International (QSR), Fiserv (FISV), Ralph Lauren (RL), Fox (FOX, FOXA), US Foods (USFD) and Unity Software (U) report their latest financial results before the bell, among others.Cloudflare (NET), Monster Beverage (MNST) and Airbnb (ABNB) are scheduled to post their earnings after the markets close.Shares of Applovin (APP) dropped 16% pre-bell after the mobile technology provider's second-quarter revenue fell short of market estimates. DoorDash (DASH) gained 2.4% as the company delivered a second-quarter revenue beat amid order momentum. SanDisk (SNDK) fell 8.9% following its latest quarterly results.Employers in the US announced 33,429 layoffs in July, down 27% from the month prior and 46% year over year, according to Challenger, Gray & Christmas' latest report. The weekly jobless claims bulletin is out at 8:30 am ET.On Wednesday, ADP (ADP) data showed that private-sector employment in the US increased less than expected last month as gains were concentrated in services. The government's nonfarm payrolls report for July is due on Friday.Treasury yields were trending higher in premarket action, with the two-year rate inclining 2.1 basis points to 4.2% and the 10-year rate adding 1 basis point to 4.63%.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 5:30 pm.Gold traded up 0.5% at $4,328 per troy ounce, while bitcoin decreased 0.4% to $64,606.

Dow JonesNasdaq CompositeS&P 500$ABNB$ADP$APP$BDX$COP$DASH$DDOG$FISV$FOX$FOXA$KDP$KVUE$MNST$NET$PH$QSR$RL$SNDK$U$USFD$WBD
Wire

UBS Adjusts Price Target on Unity Software to $32 From $28, Maintains Neutral Rating

Unity Software (U) has an average rating of overweight and mean price target of $36.77, according to analysts polled by FactSet.Price: $34.13, Change: $+2.42, Percent Change: +7.63%

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Wire

Unity Software's Q2 Results Likely In Line With Expectations, Wedbush Securities Says

Unity Software's (U) Q2 financial results are expected to be largely in line with estimates, Wedbush Securities said in a note Wednesday.The company is scheduled to release its Q2 results on Aug. 6.On Unity's Q2 earnings call, analysts said they will be focused on management's commentary on the growth of the Vector platform, which has been framed as a compounding, back-half-weighted, runtime-data-driven opportunity.Wedbush said the continued growth of the Vector platform, the shutdown of ironSource Ad Network, and plans to divest Supersonic mean the business mix is "cleaner" and highly concentrated on Vector and the core engine.Analysts said about 60% of ironSource spend has already migrated to the Vector platform.Wedbush retained an outperform rating on the stock and raised its price target to $36 from $32.Price: $29.07, Change: $-0.81, Percent Change: -2.70%

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Research

Raymond James Initiates Unity Software at Market Perform

Unity Software (U) has an average rating of overweight and mean price target of $36.04, according to analysts polled by FactSet.

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Research

Research Alert: CFRA Maintains Buy Rating On Unity Software Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raised our target price to $41 from $28, based on 7x (previously 4x) EV/2027E sales, reflecting Unity's accelerating transformation into a scaled AI-driven ad-tech platform with improving unit economics. We increased our 2026 and 2027 revenue estimates to $2.1B and $2.4B, up from $2.0B and $2.3B, as well as our adjusted EPS estimates to $1.05 and $1.30, up from $0.95 and $1.28, to reflect the favorable business mix shift as the company sunsets lower-margin ironSource revenue and divests Supersonic. In our view, Unity is executing well on its portfolio restructuring, and we see an improving revenue and margin outlook as Vector AI scales rapidly and Unity 6 achieves record adoption rates. Q2 guidance reinforces this momentum, with Strategic revenue expected at $455M-$465M (+29-32% Y/Y) and Strategic Grow revenue of $302M-$306M (+50-52% Y/Y), trends we believe are sustainable through 2027 as ironSource headwinds dissipate and Vector AI becomes the dominant growth driver.

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Research

Research Alert: Unity Software Posts Q1 Loss Due To Ad Network Writedown

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Unity delivered strong Q1 2026 results with revenue of $508.2M (+17% Y/Y) and strategic revenue accelerating to $432.4M (+35% Y/Y), due to exceptional Strategic Grow revenue of $278.7M (+49% Y/Y) reflecting Vector AI's market traction. Adjusted EBITDA surged 64% to $138M with margin expansion to 27% from 19%, demonstrating operational leverage as strategic initiatives scale. The results validate Unity's transformation thesis, with Strategic Create revenue of $153.7M (+15% Y/Y) showing solid fundamentals despite portfolio optimization efforts. Q2 guidance suggests sustained momentum with strategic revenue expected at $455M-$465M (+29-32% Y/Y) and Strategic Grow revenue of $302M-$306M (+50-52% Y/Y). The strategic portfolio transformation progresses with ironSource Ads Network sunset completed April 30, 2026, and Supersonic divestiture underway, moves that should improve revenue mix toward higher-margin offerings while the company maintains a strong balance sheet with $2.146B in cash.

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Wire

Roblox Looks to Challenge Unity, Epic With New AI Software, Bloomberg Reports

Roblox Looks to Challenge Unity, Epic With New AI Software, Bloomberg Reports

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