Skip to main content
    U

    Unity Software Inc (U)

    Official site

    TECHNOLOGY • SOFTWARE - APPLICATION • NYSE

    $43.36
    +1.96 (+4.73%)

    Market Cap: $18.22B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    83%(20/24)
    Avg Surprise
    +66.51%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.34
    Range$0.29 - $0.40
    11 analysts
    EPS RevisionsNo revisions (7d)
    11
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$0.28+24.4%
    60d ago$0.34+0.4%
    30d ago$0.340.0%
    7d ago$0.340.0%
    Current$0.34
    Revenue Consensus
    $566M
    Range$563M - $578M
    19 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.38
    Range$-0.00 - $0.65
    15 analysts
    Revenue Consensus
    $635M
    Range$604M - $677M
    25 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.38---
    Sep 26EST
    		-$0.34---
    Jun 26
    Reported Aug 6
    		$0.14$0.08+75.00%Beat+153.8%
    Mar 26
    Reported May 7
    		$0.23$0.24-4.17%Miss-4.2%
    Dec 25
    Reported Feb 11
    		$-0.21$0.21-202.39%Miss+30.0%
    Sep 25
    Reported Nov 5
    		$0.01$-0.02+150.00%Beat+103.2%
    Jun 25
    Reported Aug 6
    		$-0.26$0.13-300.00%Miss-196.3%
    Mar 25
    Reported May 7
    		$0.24$0.11+118.18%Beat-29.4%
    Dec 24
    Reported Feb 20
    		$-0.30$-0.37+18.57%Beat+54.5%
    Sep 24
    Reported Nov 7
    		$-0.31$-0.36+13.89%Beat-196.9%
    Jun 24
    Reported Aug 8
    		$0.27$0.14+92.86%Beat+17.4%
    Mar 24
    Reported May 9
    		$0.34$0.06+466.67%Beat+466.7%
    Dec 23
    Reported Feb 26
    		$-0.66$-0.49-34.69%Miss-1420.0%
    Sep 23
    Reported Nov 9
    		$0.32$0.18+77.78%Beat+328.6%
    Jun 23
    Reported Aug 2
    		$0.23$0.08+187.50%Beat+227.8%
    Mar 23
    Reported May 10
    		$0.06$-0.03+300.00%Beat+175.0%
    Dec 22
    Reported Feb 22
    		$0.05$0.01+400.00%Beat+200.0%
    Sep 22
    Reported Nov 9
    		$-0.14$-0.15+6.67%Beat-133.3%
    Jun 22
    Reported Aug 9
    		$-0.18$-0.21+14.29%Beat-800.0%
    Mar 22
    Reported May 10
    		$-0.08$-0.08+0.00%Beat+20.0%
    Dec 21
    Reported Feb 3
    		$-0.05$-0.07+28.57%Beat+50.0%
    Sep 21
    Reported Nov 9
    		$-0.06$-0.07+14.29%Beat+33.3%
    Jun 21
    Reported Aug 10
    		$-0.02N/A+83.33%Beat+81.8%
    Mar 21
    Reported May 11
    		$-0.10$-0.12+16.67%Beat-
    Dec 20
    Reported Feb 4
    		$-0.10$-0.15+33.33%Beat-
    Sep 20
    Reported Nov 12
    		$-0.09$-0.15+40.00%Beat-
    Jun 20
    Reported Sep 18
    		$-0.11$0.00N/AMiss-

    Key Metrics

    Valuation
    P/E Ratio255.06EV/EBITDAN/A
    Price/FCF35.27xFCF Yield2.84%
    Profitability
    Profit Margin-29.00%Operating Margin-5.18%
    ROE-17.40%ROIC-10.66%
    Financial Health
    Debt/Equity0.74xInterest Coverage-23.39x
    Current Ratio2.03xQuick Ratio2.03x
    Trading Statistics
    Beta2.11Avg Volume10.69M
    52-Week High$52.1552-Week Low$16.78

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$45.05
    SMA 20$43.47
    SMA 50$43.62
    SMA 200$31.92
    EMA 10$44.32
    EMA 20$43.85
    EMA 50$41.75
    EMA 200$34.99

    MACD

    Line: 0.72Signal: 0.82Hist: -0.10

    ADX

    ADX: 24.3+DI: 21.3-DI: 28.3

    Aroon & PSAR

    Aroon Up88.0
    Aroon Down52.0
    PSAR$47.64

    Bollinger Bands

    Upper Band$48.05
    Lower Band$38.90
    %B Position2104%(Upper)
    Band Width0.49

    RSI (14-Day)

    Neutral
    49.7

    Momentum Oscillators

    Stoch %K57.4
    Stoch %D72.3
    Williams %R-47.3
    ROC (10d)-0.6%
    Momentum-0.25
    CCI (20d)-39.6
    MFI (14d)56.9

    Volatility Measures

    ATR (14d)$2.24(5.2%)
    StdDev (20d)2.29
    Hist Vol64.2%(High)

    Volume Flow

    VWAP$42.26
    OBV155.0M
    AD Line167.8M
    CMF (20d)0.054

    Volume Metrics

    Avg Vol (20d)11.3M
    Vol Ratio0.9x
    VWMA (20d)$43.00

    Pivot Points

    R3$47.73
    R2$46.43
    R1$43.92
    Pivot Point$42.62
    S1$40.11
    S2$38.81
    S3$36.30

    Advanced Oscillators

    TSI10.30
    Ultimate Osc46.0
    KST28.51

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$546.47M$508.24M$503.09M$470.62M$440.94M$435.00M$457.10M$446.52M$449.26M$460.38M$609.27M$544.21M
    Cost of Revenue$111.71M$351.64M$129.24M$120.33M$114.21M$113.96M$115.54M$112.05M$108.88M$144.39M$261.58M$151.35M
    Gross Profit$434.76M$156.60M$373.85M$350.28M$326.73M$321.04M$341.56M$334.46M$340.38M$315.99M$347.69M$392.86M
    Operating Expenses$466.98M$508.01M$480.36M$476.14M$445.49M$448.98M$465.22M$461.61M$469.80M$690.92M$606.65M$520.26M
    R&D$278.27M$254.43M$249.73M$244.36M$214.81M$220.63M$217.97M$215.20M$208.94M$282.73M$265.15M$240.00M
    SG&A$56.34M$58.21M$67.12M$65.91M$69.17M$66.34M$71.50M$69.99M$91.02M$177.57M$126.13M$86.26M
    Operating Income$-32,219,000$-351,413,000$-106,510,000$-125,856,000$-118,752,000$-127,935,000$-123,654,000$-127,146,000$-129,420,000$-374,929,000$-258,960,000$-127,398,000
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$6.03M$6.02M$6.04M$6.04M$6.03M$5.89M$5.84M$5.84M$5.83M$6.04M$6.16M$6.15M
    Income Before Tax$-20,310,000$-353,969,000$-97,087,000$-117,451,000$-104,945,000$-75,715,000$-120,385,000$-117,635,000$-124,792,000$-304,321,000$-244,275,000$-117,539,000
    Income Tax Expense$2.36M$-7,042,000$-7,694,000$9.38M$2.42M$2.19M$2.14M$6.91M$946,000$-12,843,000$9.71M$7.77M
    Net Income$-22,672,000$-346,927,000$-89,393,000$-126,828,000$-107,365,000$-77,907,000$-122,523,000$-124,548,000$-125,738,000$-291,478,000$-253,985,000$-125,310,000
    EBITDA$71.20M$-220,694,000$40.86M$24.48M$-1,987,000$26.39M$-11,385,000$-9,196,000$-17,554,000$-196,476,000$-5,866,000$-362,000
    EBIT$-14,278,000$-347,949,000$-91,044,000$-111,408,000$-98,915,000$-69,824,000$-114,546,000$-111,796,000$-118,963,000$-298,286,000$-238,120,000$-111,385,000
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    No research available

    Be the first to write about U

    News

    Form 4 Unity Software Inc: Roelof Botha (Director) For: 13 October

    The article reports on a Form 4 filing for Unity Software Inc. (U), indicating that Director Roelof Botha made a transaction on October 13th. The brief news piece provides no further details about the nature...

    Investing.com India•10/15/26•Neutral

    A fund distribution delivers Unity Software (U) shares to a director’s estate planning vehicles

    Unity Software Inc. director Roelof Botha indirectly acquired 1,164,658 common shares on October 13, 2026, through estate planning vehicles. These shares were part of a pro rata in-kind distribution from investment funds...

    Stock Titan•10/15/26•Neutral

    Form 4 Unity Software Inc. For: Oct 13 Filed by: BOTHA ROELOF

    This Form 4 filing indicates that Roelof Botha, a Director at Unity Software Inc. (U), acquired 1,164,658 shares of common stock on October 13, 2026...

    StreetInsider•10/15/26•Neutral

    Unity Software Inc (U) Shares Surge 4.7% -- What GF Score of 71 Tells Investors

    Unity Software Inc (U) shares surged 4.7% to $43.34 but are considered significantly overvalued with a GF Value™ of $26.63. Despite a GF Score™ of 71/100, indicating above-average quality...

    GuruFocus•10/15/26•Bearish

    32,762 Shares in Unity Software Inc. $U Acquired by Sanders Morris Harris LLC

    Sanders Morris Harris LLC recently acquired 32,762 shares of Unity Software Inc. ($U) valued at approximately $1.345 million. Despite Unity shares trading down 11.1% to $41.47...

    MarketBeat•10/15/26•Neutral

    U Valuation and Fair Value

    P/E
    255.1x
    Forward P/E
    28.6x
    P/FCF
    35.3x
    P/B
    6.3x
    See GNG's fair value

    U Profitability: Margins, ROIC and FCF

    Gross margin
    64.9%
    Operating margin
    -5.2%
    Net margin
    -29.0%
    ROIC
    -10.7%
    ROE
    -17.4%
    FCF margin
    26.5%
    FCF yield
    2.8%

    U Competitors

    CompanyTicker
    Fidelity National Information Services IncFIS
    Skyworks Solutions IncSWKS
    Ast Spacemobile IncASTS
    Joint Stock Company Kaspi.kzKSPI
    Dynatrace Holdings LLCDT
    Toast IncTOST
    CDW CorpCDW
    Zebra Technologies CorporationZBRA

    Sector: Technology

    U Analyst Ratings

    Consensus
    Buy
    Analysts
    26
    Strong Buy
    4
    Buy
    18
    Hold
    4
    Sell
    0
    Strong Sell
    0

    U Bull Case vs Bear Case

    Bull case

    • U converts 26.5% of revenue into free cash flow.
    • U grew quarterly revenue 23.9% year over year.
    • 84.6% of U's analyst ratings are Buy or Strong Buy.

    Bear case

    • U trades at 255.1x trailing earnings.
    • U has a -29.0% net profit margin.

    U Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    -16.4%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.34
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    11 up, 0 down

    Frequently Asked Questions About U

    Does U pay dividends?

    Unity Software Inc (U) does not currently pay a regular dividend.

    What is U's P/E ratio?

    Unity Software Inc has a price-to-earnings (P/E) ratio of 255.06.

    What is U's market cap?

    Unity Software Inc (U) has a market capitalization of $18.22B with a current stock price of $43.36.

    Related stocks

    Sector: Technology

    All stocks starting with U

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In