
Unity Software (U) Stock Forecast & Price Target
Unity Software (U) Analyst Ratings
Bulls say
Unity Software Inc. exhibits a strong positive outlook, with an increase in revenue estimates for 2026 driven by a robust performance in its Grow segment, which saw a sequential growth of 10.8%, surpassing prior expectations. The mobile gaming market is projected to maintain a growth rate of 10-15% year-over-year, fostering improved engagement trends and monetization opportunities that are expected to enhance developer margins. Additionally, the anticipated acceleration of revenue growth in Unity's ads segment and the proliferation of use cases across non-gaming industries further contribute to the company's optimistic outlook.
Bears say
Unity Software Inc. faces significant challenges due to declining revenue from its key offerings, exacerbated by ongoing issues in its advertising monetization strategies and competitive positioning. The company has experienced a consistent downturn in its operations since 2022, with declines in key segments like Tapjoy, Bidalgo, and LevelPlay expected to continue, limiting potential growth from the newly integrated ironSource tools. Additionally, despite a modest revenue beat in Q3, the disappointing EBITDA guidance indicates ongoing financial struggles and a lack of effective capital deployment, which contribute to a negative outlook for the company's stock.
This aggregate rating is based on analysts' research of Unity Software and is not a guaranteed prediction by Public.com or investment advice.
Unity Software (U) Analyst Forecast & Price Prediction
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