Stock·NYSE·Technology
Unity Software Inc. (U)
- Market cap
- $19.07B
- Dividend yield
- 0.00%
- Street target
- $50.00median of 26 analysts
- 52-week range
- $16.78 $52.15
The short version
Where U stands today, in four lines, and what CleaRank Financial AI makes of it.
U at a glance
Unity Software Inc. (U): Buy, 77/100 on CleaRank's AI score.
- Trend Mixed: the price is above its 200-day but below its 50-day moving average ($31.90 and $43.62).
- Earnings U beat estimates in 7 of its last 8 quarters, yet fell the next day after 4 of those beats.
- Insiders Insiders sold $219.9M and made no open-market purchases over the last 18 months.
Figures as of October 16, 2026.
CleaRank Financial AI
Unity Software Inc. (U) is currently trading at $40.56, below its 50-day SMA but above its 200-day SMA, indicating a mixed technical picture.
Despite a heavy insider sell signal totaling $219.9 million, Wall Street maintains a predominantly bullish stance with a consensus rating of Buy and a median price target of $50, implying a 23.3% upside. The company's profitability remains a concern, with negative EPS and profit margins, but forward-looking estimates suggest a path towards improved earnings.
Only on CleaRank
Figures we compute ourselves from U's own price, earnings and insider-filing history. Tap one to see it in context.
Price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
3/4Price above its 50-day average ›
The price of $40.56 is 7.0% below the 50-day simple moving average of $43.62.Price above its 200-day average ›
The price is 27.1% above the 200-day simple moving average of $31.90.50-day average above the 200-day ›
The 50-day average ($43.62) is 36.7% above the 200-day average ($31.90), the arrangement of a rising longer-term trend.In the upper half of its 52-week range ›
The price sits at 67% of its 52-week range, between $16.78 and $52.15.
U share price
Pick a period: each tab shows how far U has moved over it, to the last close.
Today's trading
Where U sits inside today's range and its 52-week range.
Fundamentals
Valuation against the sector, and the revenue and earnings behind it.
Valuation and quality checks
1/3P/S below the sector median ›
The price-to-sales ratio of 9.40 is 23.7% above the sector median of 7.6.Profitable over the last 12 months ›
Net income over the last 12 months was $-587.5M on revenue of $2.0B, a net margin of -29.0%.Beat estimates in most recent reports ›
U beat the EPS estimate in 7 of its last 8 reports.
Key statistics
The headline figures for U.
As of October 16, 2026, U trades at $40.56, with a market value of $19.07B and no P/E ratio (its trailing earnings are negative).
What the numbers say
CleaRank Financial AI's reading of U's valuation, growth and risks.
Unity Software Inc. exhibits a price-to-sales ratio of 9.40, which is above the sector median of 7.6, suggesting a premium valuation relative to peers.
Despite these fundamental weaknesses, analysts project significant revenue growth of 20.00% for the current year and 21.00% for the next year, outpacing the sector average. The debt-to-equity ratio stands at 0.70, which is in line with the sector average.
U against the Technology sector
How U compares with the median Technology stock CleaRank tracks.
Price to sales vs sector: On price-to-sales, the yardstick used here in place of P/E, U trades at 9.40x, +24% versus the sector average of 7.60x.
Return vs XLK: Since May 6, 2025, U has gained 90.2% against a gain of 73.7% for XLK.
Performance against XLK
U and the Technology sector fund over the same days.
Revenue and earnings
How much U sells, and how much of it becomes profit.
Revenue growth: Revenue grew 2.0% in FY2025 to $1.8B, from $1.8B a year earlier.
Profit margin: The net margin was -21.7% in FY2025, up from -36.6% the year before.
Profitable: U lost $401M in FY2025.
Earnings reality check
Did U beat what analysts expected, and how did the stock react?
Earnings record: U beat the analyst estimate in 7 of the last 8 quarters.
Market reaction: The stock fell in the first session after 4 of those 7 beats, so a beat has not been enough on its own.
| Report | Estimate | Actual | Surprise | First session | 5 sessions |
|---|---|---|---|---|---|
| Aug 6, 2026after close | $0.25 | $0.28 | +12.00% | +5.37% | +12.20% |
| May 7, 2026after close | $0.24 | $0.23 | -4.17% | +5.35% | +2.06% |
| Feb 11, 2026after close | $0.21 | $0.24 | +14.29% | -8.22% | -13.64% |
| Nov 5, 2025after close | $0.17 | $0.20 | +17.65% | -5.74% | -5.45% |
| Aug 6, 2025after close | $0.15 | $0.18 | +20.00% | +5.17% | +18.86% |
| May 7, 2025after close | $0.11 | $0.24 | +118.18% | -0.05% | +4.26% |
| Feb 20, 2025after close | $0.16 | $0.23 | +43.75% | +1.21% | -6.54% |
| Nov 7, 2024after close | $0.14 | $0.20 | +42.86% | -7.70% | -15.17% |
As of October 16, 2026, U has beaten the analyst EPS estimate in 7 of its last 8 reported quarters and fell in the first trading session after 4 of those beats; its latest report, on August 6, 2026, came in 12.00% above the estimate and the stock moved +5.37% in the first session.
The first session is the first full trading day on the news: the report day itself for a report before the open, the next day for one after the close. Surprise is actual EPS against the consensus estimate.
AI analysis and technicals
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
2/3RSI not overbought or oversold ›
The 14-day RSI is 42.1, in neutral territory.RSI above 50 ›
An RSI of 42.1 is below the 50 midpoint, so sellers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is positive, so the 12-day average is above the 26-day average.
CleaRank AI analysis of U
The score, the reasoning behind it, and what could move the price next.
Unity Software Inc. is currently trading below its 50-day SMA of $43.62 and its 20-day EMA of $43.54, but remains above its 200-day SMA of $31.90.
The 14-day RSI is at 42.11, indicating neutral momentum. Key support is found at the 200-day SMA, while resistance lies near the 50-day SMA. The stochastic indicator is in oversold territory, potentially signaling a near-term bounce.
Strong Analyst Buy Consensus and Price Targets ›
26 Wall Street analysts maintain a Buy-equivalent rating with a median price target of $50, suggesting a 23.3% upside potential from the current stock price.
Source: Wall Street SummaryPositive Revenue Growth Projections ›
Analysts forecast revenue growth of 20.00% for the current year and 21.00% for the next year, outpacing sector averages and indicating continued business expansion.
Source: Wall Street Revenue EstimatesConsistent EPS Beat Performance ›
Unity Software Inc. has exceeded EPS estimates in three of its last four reported quarters, demonstrating operational efficiency and the ability to outperform analyst expectations.
Source: Earnings Recent
Significant Insider Selling Pressure ›
Insiders have sold over $219.9 million worth of Unity Software Inc. stock across recent filings, indicating potential concerns or a need for liquidity among management.
Source: Insider Summary
- The stock is trading below its 50-day SMA, suggesting potential near-term weakness, but remains above its 200-day SMA, indicating a longer-term uptrend is still intact.
Technical indicators
Momentum and trend for U, from its daily closes.
As of October 16, 2026, with U at $40.56, its 14-day RSI is 42.1 (neutral territory), its 50-day simple moving average is $43.62 and its 200-day is $31.90.
Calculated by CleaRank on daily closes as of October 16, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
What U moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 16, 2026, U's 1-year correlation of daily returns is +0.45 with S&P 500 (SPY), +0.46 with Nasdaq 100 (QQQ), +0.27 with Bitcoin (BTC) and +0.14 with gold (XAU).
What Wall Street expects
The analysts' target range and how their ratings split.
Analysts checks
3/3Most analysts rate it a buy ›
23 of 26 analysts rate it a buy or strong buy, 3 a hold and 0 a sell.Median target above the price ›
The median 12-month target of $50.00 is 23.3% above the price.More buy ratings than three months ago ›
23 of 26 rate it a buy now, against 17 of 26 three months ago.
U Wall Street View
12-month price targets
Ratings
Recent rating actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 13, 2026 | Morgan Stanley | Maintains | Overweight |
| Oct 12, 2026 | Wells Fargo | Maintains | Overweight |
| Oct 9, 2026 | BTIG | Maintains | Buy |
| Oct 8, 2026 | Jefferies | Maintains | Buy |
| Oct 8, 2026 | Freedom Capital Markets | Maintains | Buy |
| Oct 8, 2026 | Raymond James | Upgrade | Outperform |
As of October 16, 2026, 26 Wall Street analysts cover U: 23 rate it a buy or strong buy, 3 a hold and 0 a sell or strong sell. Their 12-month price targets range from $35.00 to $55.00, with a median of $50.00, 23.3% above the price of $40.56.
Source: TwelveData analyst consensus. Targets and ratings belong to the analysts, not to CleaRank.
A trade plan, if you want one
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
U trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Long entry pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
U moves about 3.7% a day on average, so a stop can fill well past its level. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much U tends to move, against the market and on its own.
The long record
U's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
0/4Average daily move under 2% ›
The price has moved 3.66% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 92.9%, from November 2021 to August 2024; the price is still 79.8% below that peak.Most 1-year holds ended higher ›
34% of 1-year holding periods in the last 6 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in September 2020 is now worth $6,340.89, against $25,301 in the S&P 500 (SPY).
U Drawdowns & Recovery
As of October 16, 2026, U's worst peak-to-trough fall over the last 6 years with dividends reinvested was -92.9% (November 2021 to August 2024); it is still 79.8% below that peak, and 34% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into U in September 2020 is worth now, against the same amount in the S&P 500.
Against the market: U trailed the S&P 500 over this period: $6,340.89 against $25,301.
A $10,000 investment in U in September 2020 would be worth about $6,341 today with dividends reinvested, compared with about $25,301 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to U, and which have not.
Strongest month, November: an average of +25.77%, up in 6 of 6 years.
Weakest month, May: an average of -14.07%, up in 0 of 6 years.
This month, October: has averaged -5.00%, up in 2 of 6 years. Past seasonality does not repeat on schedule.
Over the last 6 years, U's strongest calendar month has been November (average +25.77%, up in 6 of 6 years) and its weakest May (average -14.07%, up in 0 of 6 years).
Average return for each calendar month over the last 6 years, from weekly closing prices with dividends included.
Long-term scenarios
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in U, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in U today could grow to about $8,912 by 2036 in the base case, with a 90th-percentile outcome near $67,615 and a 10th-percentile outcome around $1,175. Projections are statistical simulations, not guarantees.
U Stock Price Prediction: 2030
The same simulation in share prices, year by year.
CleaRank's simulation projects a price near $38.73 for U by 2030 in the base case, from $40.56 today (1.0x over 4 years). The 10th-percentile path ends near $10.75. These are outcomes of a Monte Carlo simulation run on U's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $21.13 | $40.10 | $76.10 | |
| 2028 | $16.02 | $39.64 | $98.10 | |
| 2029 | $12.91 | $39.18 | $119 | |
| 2030 | $10.75 | $38.73 | $140 | |
| 2031 | $9.14 | $38.29 | $160 |
Method: a lognormal simulation of U's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
Insider trading
What the people running the company have bought and sold.
U insider trading
Shares the company's directors and officers bought and sold, from their own filings.
Month by month
Open-market purchases above the line, sales below.
Insider buying: No insider bought U shares on the open market in the last 18 months. Sales are often planned in advance or cover tax on vesting shares, so they say less than purchases would.
As of October 16, 2026, U insiders reported 65 open-market sales worth $219.9M and no open-market purchases over the last 18 months; grants and option exercises are not counted.
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Aug 28, 2026 | Alexander Blum
Chief Operating Officer
|
Sell | 43.6K | $1.9M |
| Aug 27, 2026 | Alexander Blum
Chief Operating Officer
|
Sell | 22.6K | $1.0M |
| Aug 25, 2026 | Jarrod Yahes
Chief Financial Officer
|
Sell | 26.0K | $1.2M |
| Aug 25, 2026 | Matthew S Bromberg
Chief Executive Officer
|
Sell | 16.4K | $742.3K |
| Aug 25, 2026 | Rebecca Berenice Boyden
Officer
|
Sell | 1.0K | $46.8K |
| May 28, 2026 | Alexander Blum
Chief Operating Officer
|
Sell | 21.1K | $574.1K |
| May 26, 2026 | Matthew S Bromberg
Chief Executive Officer
|
Sell | 139.0K | $3.8M |
| May 26, 2026 | Jarrod Yahes
Chief Financial Officer
|
Sell | 24.0K | $652.9K |
| May 26, 2026 | Mark Barrysmith
Officer
|
Sell | 13.2K | $360.1K |
| May 26, 2026 | Rebecca Berenice Boyden
Officer
|
Sell | 952 | $25.9K |
| May 13, 2026 | Roelof Frederick Botha
Director
|
Grant | 13.2K | - |
| May 13, 2026 | Shlomo Dovrat
Director
|
Grant | 12.1K | - |
| May 13, 2026 | Bernard Jin Kim
Director
|
Grant | 8.0K | - |
| May 13, 2026 | Barry Schuler
Director
|
Grant | 13.0K | - |
| May 13, 2026 | Robynne Daly Sisco
Director
|
Grant | 8.0K | - |
| May 13, 2026 | IV Gp, L.l.c. Slta
Director
|
Grant | 16.2K | - |
| May 13, 2026 | Keisha Smith-Jeremie
Director
|
Grant | 10.2K | - |
| May 13, 2026 | James Moon Whitehurst
Director
|
Grant | 8.2K | - |
| May 1, 2026 | Bernard Jin Kim
Director
|
Grant | 14.7K | - |
| Mar 5, 2026 | Jarrod Yahes
Chief Financial Officer
|
Sell | 6.2K | $130.5K |
| Mar 2, 2026 | Alexander Blum
Chief Operating Officer
|
Grant | 200.7K | - |
| Mar 2, 2026 | Rebecca Berenice Boyden
Officer
|
Grant | 45.1K | - |
| Mar 2, 2026 | Matthew S Bromberg
Chief Executive Officer
|
Grant | 504.0K | - |
| Mar 2, 2026 | Jarrod Yahes
Chief Financial Officer
|
Grant | 200.7K | - |
| Feb 27, 2026 | Alexander Blum
Chief Operating Officer
|
Sell | 12.7K | $231.3K |
| Feb 25, 2026 | Jarrod Yahes
Chief Financial Officer
|
Sell | 12.2K | $220.4K |
| Feb 25, 2026 | Mark Barrysmith
Officer
|
Sell | 10.6K | $191.1K |
| Dec 12, 2025 | Tomer Bar-Zeev
Director
|
Sell | 175.0K | $8.7M |
| Dec 11, 2025 | David Helgason
Director
|
Sell | 708.3K | $35.3M |
| Dec 10, 2025 | Mark Barrysmith
Officer
|
Sell | 14.4K | $720.5K |
| Dec 1, 2025 | Tomer Bar-Zeev
Director
|
Sell | 250.0K | $10.5M |
| Nov 28, 2025 | Alexander Blum
Chief Operating Officer
|
Sell | 2.0K | $84.4K |
| Nov 26, 2025 | Jarrod Yahes
Chief Financial Officer
|
Sell | 62.5K | $2.6M |
| Nov 25, 2025 | Mark Barrysmith
Officer
|
Sell | 43.3K | $1.8M |
| Nov 25, 2025 | Matthew S Bromberg
Chief Executive Officer
|
Sell | 41.0K | $1.7M |
| Nov 25, 2025 | Alexander Blum
Chief Operating Officer
|
Sell | 40.7K | $1.7M |
| Nov 17, 2025 | Mark Barrysmith
Officer
|
Sell | 817 | $29.9K |
| Nov 11, 2025 | Shlomo Dovrat
Director
|
Sell | 30.0K | $1.3M |
| Nov 10, 2025 | Jarrod Yahes
Chief Financial Officer
|
Sell | 14.9K | $637.6K |
| Nov 6, 2025 | Jarrod Yahes
Chief Financial Officer
|
Sell | 15.0K | $617.2K |
| Nov 3, 2025 | Tomer Bar-Zeev
Director
|
Sell | 250.0K | $9.5M |
| Oct 16, 2025 | Mark Barrysmith
Officer
|
Sell | 802 | $29.0K |
| Oct 15, 2025 | Anirma Rakshpal Gupta
Officer
|
Sell | 2.7K | $103.5K |
| Oct 1, 2025 | Tomer Bar-Zeev
Director
|
Sell | 250.0K | $10.0M |
| Sep 16, 2025 | Mark Barrysmith
Officer
|
Sell | 645 | $30.0K |
| Sep 15, 2025 | Tomer Bar-Zeev
Director
|
Sell | 150.0K | $6.8M |
| Sep 15, 2025 | Anirma Rakshpal Gupta
Officer
|
Sell | 2.3K | $101.0K |
| Sep 8, 2025 | David Helgason
Director
|
Sell | 1.4M | $60.0M |
| Sep 2, 2025 | Tomer Bar-Zeev
Director
|
Sell | 150.0K | $5.7M |
| Aug 27, 2025 | Alexander Blum
Chief Operating Officer
|
Sell | 63.8K | $2.5M |
| Aug 26, 2025 | Matthew S Bromberg
Chief Executive Officer
|
Sell | 120.0K | $4.8M |
| Aug 26, 2025 | Matthew S Bromberg
Chief Executive Officer
|
Option | 120.0K | $2.7M |
| Aug 25, 2025 | Alexander Blum
Chief Operating Officer
|
Sell | 49.3K | $1.9M |
| Aug 25, 2025 | Jarrod Yahes
Chief Financial Officer
|
Sell | 29.9K | $1.2M |
| Aug 25, 2025 | Anirma Rakshpal Gupta
Officer
|
Sell | 10.8K | $425.4K |
| Aug 25, 2025 | Mark Barrysmith
Officer
|
Sell | 9.1K | $359.7K |
| Aug 18, 2025 | Mark Barrysmith
Officer
|
Sell | 790 | $29.9K |
| Aug 15, 2025 | Anirma Rakshpal Gupta
Officer
|
Sell | 3.4K | $129.8K |
| Aug 11, 2025 | Alexander Blum
Chief Operating Officer
|
Sell | 2.6K | $85.2K |
| Aug 6, 2025 | Tomer Bar-Zeev
Director
|
Sell | 50.0K | $1.6M |
| Aug 4, 2025 | Tomer Bar-Zeev
Director
|
Sell | 100.0K | $3.2M |
| Jul 17, 2025 | Tomer Bar-Zeev
Director
|
Sell | 100.0K | $3.5M |
| Jul 16, 2025 | Mark Barrysmith
Officer
|
Sell | 1.0K | $32.7K |
| Jul 9, 2025 | Shlomo Dovrat
Director
|
Sell | 50.0K | $1.5M |
| Jul 3, 2025 | Tomer Bar-Zeev
Director
|
Sell | 50.0K | $1.3M |
| Jun 16, 2025 | Mark Barrysmith
Officer
|
Sell | 1.3K | $30.5K |
| Jun 12, 2025 | Shlomo Dovrat
Director
|
Sell | 15.8K | $394.7K |
| Jun 11, 2025 | Shlomo Dovrat
Director
|
Sell | 34.2K | $856.1K |
| Jun 11, 2025 | Tomer Bar-Zeev
Director
|
Grant | 11.8K | - |
| Jun 11, 2025 | Roelof Frederick Botha
Director
|
Grant | 13.2K | - |
| Jun 11, 2025 | Shlomo Dovrat
Director
|
Grant | 12.2K | - |
| Jun 11, 2025 | David Helgason
Director
|
Grant | 7.6K | - |
| Jun 11, 2025 | Campbell Mary Schmidt
Director
|
Grant | 7.6K | - |
| Jun 11, 2025 | Barry Schuler
Director
|
Grant | 13.2K | - |
| Jun 11, 2025 | Robynne Daly Sisco
Director
|
Grant | 7.6K | - |
| Jun 11, 2025 | IV Gp, L.l.c. Slta
Unknown
|
Grant | 21.9K | - |
| Jun 11, 2025 | Keisha Smith-Jeremie
Director
|
Grant | 10.7K | - |
| Jun 11, 2025 | James Moon Whitehurst
Director
|
Grant | 14.2K | - |
| Jun 9, 2025 | Tomer Bar-Zeev
Director
|
Sell | 9.6K | $243.6K |
| Jun 6, 2025 | David Helgason
Director
|
Sell | 263.6K | $6.8M |
| Jun 2, 2025 | Tomer Bar-Zeev
Director
|
Sell | 250.0K | $6.6M |
| May 28, 2025 | Tomer Bar-Zeev
Director
|
Sell | 166.7K | $4.2M |
| May 27, 2025 | Matthew S Bromberg
Chief Executive Officer
|
Sell | 133.1K | $2.8M |
| May 27, 2025 | James Moon Whitehurst
Director
|
Sell | 73.0K | $1.5M |
| May 27, 2025 | Anirma Rakshpal Gupta
Officer
|
Sell | 47.0K | $997.5K |
| May 27, 2025 | Mark Barrysmith
Officer
|
Sell | 13.8K | $292.1K |
| May 27, 2025 | Alex Blum
Chief Operating Officer
|
Sell | 1.1K | $24.2K |
| May 16, 2025 | Mark Barrysmith
Officer
|
Sell | 1.4K | $30.3K |
| May 1, 2025 | Tomer Bar-Zeev
Director
|
Sell | 166.7K | $3.6M |
Source: TwelveData, from SEC Form 4 filings
Questions people ask
Answered from the figures on this page, as of October 16, 2026.