Unity Software (U) Projected to Post Earnings on Thursday

Key Points

• Unity Software (NYSE:U) will report Q1 2026 results before the open on Thursday, May 7, 2026 at 8:30 AM ET; analysts expect $0.23 EPS and $499.7M revenue.
• In the prior quarter Unity beat estimates with $0.24 EPS and $503.1M revenue but remains unprofitable (negative net margin ~21.8% and negative ROE), and analysts project roughly $0 EPS for the current and next fiscal year.
• Insiders have sold about 41,684 shares in the past 90 days (including CAO and COO sales at ~ $18.07), institutional investors own 73.46% of the stock, and the consensus rating is a "Moderate Buy" with an average price target of $37.41.

Unity Software (NYSE:U - Get Free Report) is projected to post its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect Unity Software to post earnings of $0.23 per share and revenue of $499.7140 million for the quarter. Individuals can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, May 7, 2026 at 8:30 AM ET.

Unity Software (NYSE:U - Get Free Report) last announced its earnings results on Wednesday, February 11th. The company reported $0.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.20 by $0.04. Unity Software had a negative net margin of 21.77% and a negative return on equity of 4.76%. The company had revenue of $503.09 million during the quarter, compared to analyst estimates of $490.64 million. During the same period in the previous year, the business earned ($0.30) earnings per share. The firm's quarterly revenue was up 10.1% compared to the same quarter last year. On average, analysts expect Unity Software to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Unity Software Stock Down 1.8%

Shares of NYSE:U opened at $26.06 on Thursday. Unity Software has a 52-week low of $16.78 and a 52-week high of $52.15. The firm has a fifty day moving average of $21.34 and a 200 day moving average of $32.85. The firm has a market capitalization of $11.37 billion, a PE ratio of -27.15, a price-to-earnings-growth ratio of 9.81 and a beta of 2.00. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.84 and a current ratio of 1.84.

Insider Activity

In other news, CAO Mark Barrysmith sold 10,578 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $18.07, for a total transaction of $191,144.46. Following the completion of the transaction, the chief accounting officer directly owned 383,901 shares of the company's stock, valued at approximately $6,937,091.07. This represents a 2.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Alexander Blum sold 10,164 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $18.07, for a total transaction of $183,663.48. Following the transaction, the chief operating officer directly owned 550,966 shares of the company's stock, valued at approximately $9,955,955.62. This trade represents a 1.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 41,684 shares of company stock valued at $773,350. Insiders own 0.77% of the company's stock.

Hedge Funds Weigh In On Unity Software

Several hedge funds and other institutional investors have recently modified their holdings of U. Wellington Management Group LLP increased its position in shares of Unity Software by 58.7% during the third quarter. Wellington Management Group LLP now owns 18,213,875 shares of the company's stock valued at $729,284,000 after buying an additional 6,734,285 shares during the period. Duquesne Family Office LLC purchased a new position in shares of Unity Software during the second quarter valued at about $42,932,000. T. Rowe Price Investment Management Inc. increased its position in shares of Unity Software by 41.5% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,622,445 shares of the company's stock valued at $204,174,000 after buying an additional 1,355,847 shares during the period. Ameriprise Financial Inc. increased its position in shares of Unity Software by 37.8% during the second quarter. Ameriprise Financial Inc. now owns 4,628,328 shares of the company's stock valued at $112,006,000 after buying an additional 1,270,798 shares during the period. Finally, First Trust Advisors LP increased its position in shares of Unity Software by 4,548.8% during the third quarter. First Trust Advisors LP now owns 664,260 shares of the company's stock valued at $26,597,000 after buying an additional 649,971 shares during the period. Hedge funds and other institutional investors own 73.46% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on U. Jefferies Financial Group boosted their price target on shares of Unity Software from $49.00 to $55.00 and gave the stock a "buy" rating in a research note on Monday, January 5th. Barclays lowered their price target on shares of Unity Software from $35.00 to $28.00 and set an "equal weight" rating for the company in a research note on Thursday, February 12th. Weiss Ratings reissued a "sell (d-)" rating on shares of Unity Software in a research note on Wednesday, January 21st. UBS Group lowered their price target on shares of Unity Software from $46.00 to $32.00 and set a "neutral" rating for the company in a research note on Tuesday, February 10th. Finally, Morgan Stanley boosted their price target on shares of Unity Software from $30.00 to $32.00 and gave the stock an "overweight" rating in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $37.41.

About Unity Software

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.

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