Wall Street analyst estimates for Unity Software Inc. (U): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Unity Software Inc. provides a foundational platform for developing and operating interactive, real-time 3D content. This comprehensive platform offers robust software solutions that empower users to create, deploy, and monetize dynamic 2D and 3D content across a wide array of devices, including mobile phones, tablets, personal computers, gaming consoles, and augmented and virtual reality hardware.
Consensus price target
$48.01 (+27 % vs price $37.70)
between $33.00 and $55.00 · 16 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $2.2B | $2.2B – $2.2B | $-0.68 | 12 |
| 2027E | $2.7B | $2.4B – $2.8B | $1.11 | 12 |
| 2028E | $3.2B | $2.8B – $3.6B | $1.77 | 13 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 24 |
| Hold | 5 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 29 |
| Avg rating (−2 sell to +2 buy) | 0.83 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-05 | $0.03 | ||
| 2026-08-06 | $-0.05 | $-0.11 | +53.4% |
| 2026-05-07 | $-0.80 | $-0.21 | -278.9% |
| 2026-02-11 | $-0.21 | $0.20 | -205.0% |
| 2025-11-05 | $0.20 | $0.18 | +8.4% |
| 2025-08-06 | $-0.26 | $0.14 | -287.9% |
| 2025-05-07 | $-0.19 | $0.12 | -262.3% |
| 2025-02-20 | $-0.30 | $-0.35 | +14.3% |
Valuation Ratios
| Price / Book | 5.44 |
| EV / EBITDA | -196.79 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $380.8M | $541.8M | $772.4M | $1.11B | $1.39B | $2.19B | $1.81B | $1.85B |
| Cost of Revenue | $81.3M | $118.6M | $172.3M | $253.6M | $442.5M | $733.7M | $480.9M | $477.7M |
| Gross Profit | $299.5M | $423.2M | $600.1M | $856.9M | $948.5M | $1.45B | $1.33B | $1.37B |
| Research & Development | $204.1M | $255.9M | $403.5M | $695.7M | $959.5M | $1.05B | $924.8M | $929.5M |
| Selling, General & Admin | $225.7M | $317.9M | $471.4M | $692.9M | $871.2M | $1.23B | $1.16B | $921.4M |
| Operating Expenses | $429.8M | $573.9M | $874.9M | $1.39B | $1.83B | $2.29B | $2.09B | $1.85B |
| Operating Income | -$130.3M | -$150.7M | -$274.8M | -$531.7M | -$882.2M | -$832.8M | -$755.1M | -$479.1M |
| EBITDA | -$109.8M | -$119.6M | -$231.8M | -$465.5M | -$663.4M | -$209.3M | -$234.6M | $89.8M |
| Interest Expense | $2.3M | $2.6M | $5.4M | $1.1M | $7.4M | $24.6M | $23.5M | $24.0M |
| Pre-tax Income | -$132.6M | -$153.2M | -$280.2M | -$531.2M | -$882.4M | -$797.8M | -$667.1M | -$395.2M |
| Income Tax | -$1.0M | $9.9M | $2.1M | $1.4M | $37.1M | $28.5M | -$2.8M | $6.3M |
| Net Income | -$131.6M | -$163.2M | -$282.3M | -$532.6M | -$919.5M | -$822.0M | -$664.1M | -$402.8M |
| EPS | $-0.58 | $-0.72 | $-1.66 | $-1.89 | $-2.96 | $-2.16 | $-1.68 | $-0.96 |
| EPS (Diluted) | $-0.58 | $-0.72 | $-1.66 | $-1.89 | $-2.96 | $-2.16 | $-1.68 | $-0.96 |
| Shares Outstanding (Diluted) | 228.2 M | 228.2 M | 170.0 M | 282.2 M | 310.5 M | 380.5 M | 396.0 M | 420.9 M |
Price
| Price | $37.70 (closing price, October 30, 2026) |
| Market Cap | $16.6B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Technology · Software - Application
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