Unity Software Inc. (U) | Rumor.io

Unity Software

Attention (50-day avg)0%

Attention rank (50-day avg)#882

Bullish sentiment (50-day avg)85%

Price to earnings ratio-40.5

Market capitalization17.5B

Earnings per share-1.36

Dividend yield (TTM)—

Revenue (annual)1.8B

Net income (annual)-401.5M

Social

What share of all stock conversation is about U?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% +0.01	0% +0	0.01% -0.03

Sep 29

Unity Software's lawsuit against AppLovin may be a result of AppLovin's concern over Unity's growing market share and improved performance, with some users interpreting this as a bullish sign for Unity.
The lawsuit alleges Unity is collecting public bidding data, which is not proprietary to AppLovin, and may be an attempt by AppLovin to slow down Unity's growth.
The lawsuit has been met with skepticism, with some users suggesting it has zero merit and may be a last-ditch effort by AppLovin to address their concerns about Unity's performance.

Generated by AI

Sentiment

Of the messages about U that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	36.84% -39.63	70.26% -8.53	71.05% -20.48	62.26% -20.43
Bearish	63.16% +39.63	29.74% +8.53	28.95% +20.48	37.74% +20.43

Bullish· Sep 24

The asset's high beta characteristic makes it an attractive investment opportunity, particularly during market dips.
The company's position at the forefront of the metaverse boom, driven by the rise of AI, is expected to propel the stock to new heights.
The asset's fundamentals are strong, with double-digit growth, a projected $1B annual cash flow, and $500M-1B GAAP profit, justifying a $50B market cap and potentially reaching $100B depending on ad growth rate.

Bearish· Sep 24

The stock has seen significant price volatility, with a 120% overnight increase followed by a 30% drop at open, indicating a high degree of market uncertainty.
Many investors have been caught off guard by the stock's decline, with some losing as much as $1 in a single minute and others expressing frustration with the sharp price movements.
The stock's recent price action has been influenced by the presence of a large options trader who bought calls at $45 and $46 strike prices, which has contributed to the volatility and may lead to further price swings.

Generated by AI

Topics

Of the messages about U that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	32.26%	50%	28.39%
Analysts	25%	6.45%	4.17%	13.45%
Announcements	0%	41.94%	27.08%	27.82%
Earnings	0%	0%	6.25%	17.51%
Macro	0%	0%	0%	9.08%
Controversies	75%	19.35%	12.5%	3.75%

Earnings· May 7

Unity Software Inc. reported Q1 earnings with revenue of $508.2M, beating the estimate of $505M.
The company's adjusted EPS came in at $0.23, below the estimated $0.24, and net loss was $346.9M due to impairment charges.
Unity's Q2 revenue guidance is $505M-$515M, and adjusted EBITDA is expected to be $130M-$135M, with a focus on delivering exceptional revenue growth and margin expansion.

Analysts· Mar 3

BofA Securities upgraded Unity Software ($U) to Neutral from Underperform, raising the price target to $19 from $18, citing improved risk balance and near-term catalysts.
The analyst, Omar Dessouky, notes that weaker-than-expected Q1 guidance has likely deflated CY26 estimates, reducing the risk of further cuts, and highlights the Unity Engine roadmap at GDC and Q2 runtime ad-targeting data as potential catalysts.
The upgrade is seen as a positive development, with the stock trading near historical lows, and analysts expecting aggressive 2Q26 guidance as a signal for sustained growth acceleration in the Grow Segment.

Announcements· May 7

Unity Software Inc. (U) reported Q1 2026 earnings with revenue of $508M, a 17% YoY increase, and an adjusted EBITDA of $138M, a 65% YoY increase.
The company guided Q2 2026 revenue of $505M-$515M, with EBITDA growth of 44%-49%, and announced a reset of its business with a $279M impairment charge to exit legacy ad assets.
Unity's CEO emphasized exceptional revenue growth and margin expansion, with the company executing on its most exciting product roadmap in history, leading to a 4% price increase in premarket trading.

Controversies· Aug 15

Unity Software's board unanimously rejected AppLovin's $17.5B buyout offer, choosing to stick with the planned acquisition of ironSource.
The decision was reportedly made to avoid canceling the ironSource deal, which would have been a condition of the AppLovin takeover.
Unity Software's stock price dropped around 6% after the rejection, while ironSource shares saw a surge.

Macro· Sep 15

The average revenue per download for Unity games in 2022 was $2.02, before costs, according to Statista.
Unity's profit margin as of June 2023 was 6.3%, according to macrotrends.net.
Several large publishers, including Voodoo, Homa, Century, and others, are dropping Unity for ironSource and will impact Unity's revenue stream in Q3-4.

Technical Analysis· Feb 11

$U has broken down and tagged multi-year trend/channel support, but is now defended by buyers, potentially setting up a bounce back towards the low/mid-30s.
The stock has a strong ratings support and is expected to break out above $21, with a sector-wide bid incoming and improving breadth.
$U has already seen an 8%+ rebound from a flush below $19.50, and is expected to continue its upward momentum, potentially reaching $22 or above today.

Generated by AI

Community

Of the messages about U, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	71.67%	63.17%	65.58%	69.21%
Newcomers	28.33%	36.83%	34.42%	30.79%

Regulars· Sep 29

The lawsuit between Unity Software Inc. and AppLovin may indicate that AppLovin is worried about Unity's model, and some experts believe the lawsuit has zero merit, suggesting AppLovin is struggling to compete with Unity.
The stock price of Unity Software Inc. has been volatile, with some experts attributing it to the algorithm's reaction to the lawsuit, and others seeing it as a bullish sign due to AppLovin's admission of Unity's success.
The market's reaction to Unity Software Inc. may be driven by a lack of understanding of the company's progress and the benefits of web games and game engines, with some experts suggesting that the current price is a good buying opportunity.

Newcomers· Sep 24

Meta Platforms has a direct relationship with Unity Software Inc., supporting its development and providing official SDKs.
Unity and Meta have extended their partnership through a multi-year platform-support and enterprise agreement to help developers build and deploy applications on Meta's VR platform.
The short interest in Unity shares is high, with 34.9M shares shorted, representing 7.99% of the float, and 3.5 days to cover.

Generated by AI

Unity Software (NYSE:U) said it will offer day one engine support for Meta's next-generation VR Glasses. The toolkit lets creators build launch experiences using advanced rendering features and direct integration with Meta's AI assistants and workflows. Developers can begin preparing titles ahead of the headset release using updated Unity plugins aligned with Meta's latest VR and mixed reality APIs. Unity's day one support for Meta's new VR Glasses is an important factor to weigh in the...

5d agoYahoo Finance

Unity Software Inc. (U) Falls More Steeply Than Broader Market: What Investors Need to Know

Unity Software Inc. (U) closed at $41.42 in the latest trading session, marking a -6.08% move from the prior day.

5d agoau.finance.yahoo.com

Gaming stocks fall after Meta unveils AI game-building tools

Investing.com -- Unity Software Inc. (NYSE:U) fell 5%, while Roblox Corporation and AppLovin each dropped 1% after Meta announced new AI-powered game creation tools at its Connect conference.

5d agoYahoo Finance

Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push

Meta’s latest device launches could broaden the developer ecosystem around its immersive computing platform.

6d agoYahoo Finance

10 Information Technology Stocks Whale Activity In Today’s Session - Unity Software (NYSE:U), Strategy (N

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often

6d agoBenzinga

Unity Software Inc. (U) Stock Slides as Market Rises: Facts to Know Before You Trade

In the latest trading session, Unity Software Inc. (U) closed at $41.16, marking a -1.63% move from the previous day.

11d agofinance.yahoo.com

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Unity Software Inc.

Technology
Software - Application

Unity Software Inc. is a technology company that provides a comprehensive platform for creating and operating interactive, real-time 3D content. Its core engine enables developers, artists, and designers to build, run, and monetize two-dimensional and three-dimensional experiences across mobile devices, tablets, PCs, game consoles, and augmented and virtual reality headsets. Unity Software Inc. serves a broad range of industries beyond gaming, including film and animation, automotive, retail, architecture, engineering, and construction, where its tools are used for simulation, design visualization, and immersive applications. The company’s offerings span content creation, asset management, monetization solutions, and cloud-based services that support live operations and analytics for interactive applications. Unity Software Inc. generates revenue globally, with activity across the United States, Europe, the Middle East and Africa, Greater China, Asia-Pacific, and the Americas. Founded in 2004 and headquartered in San Francisco, California, Unity Software Inc. plays a significant role in enabling real-time 3D workflows for both entertainment and enterprise use cases.

Website

Location

116 New Montgomery Street

San Francisco, CA, 94105-3607

United States

Social

What share of all stock conversation is about U?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% +0.01	0% +0	0.01% -0.03

Sep 29

Unity Software's lawsuit against AppLovin may be a result of AppLovin's concern over Unity's growing market share and improved performance, with some users interpreting this as a bullish sign for Unity.
The lawsuit alleges Unity is collecting public bidding data, which is not proprietary to AppLovin, and may be an attempt by AppLovin to slow down Unity's growth.
The lawsuit has been met with skepticism, with some users suggesting it has zero merit and may be a last-ditch effort by AppLovin to address their concerns about Unity's performance.

Generated by AI

Sentiment

Of the messages about U that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	36.84% -39.63	70.26% -8.53	71.05% -20.48	62.26% -20.43
Bearish	63.16% +39.63	29.74% +8.53	28.95% +20.48	37.74% +20.43

Bullish· Sep 24

The asset's high beta characteristic makes it an attractive investment opportunity, particularly during market dips.
The company's position at the forefront of the metaverse boom, driven by the rise of AI, is expected to propel the stock to new heights.
The asset's fundamentals are strong, with double-digit growth, a projected $1B annual cash flow, and $500M-1B GAAP profit, justifying a $50B market cap and potentially reaching $100B depending on ad growth rate.

Bearish· Sep 24

The stock has seen significant price volatility, with a 120% overnight increase followed by a 30% drop at open, indicating a high degree of market uncertainty.
Many investors have been caught off guard by the stock's decline, with some losing as much as $1 in a single minute and others expressing frustration with the sharp price movements.
The stock's recent price action has been influenced by the presence of a large options trader who bought calls at $45 and $46 strike prices, which has contributed to the volatility and may lead to further price swings.

Generated by AI

Topics

Of the messages about U that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	32.26%	50%	28.39%
Analysts	25%	6.45%	4.17%	13.45%
Announcements	0%	41.94%	27.08%	27.82%
Earnings	0%	0%	6.25%	17.51%
Macro	0%	0%	0%	9.08%
Controversies	75%	19.35%	12.5%	3.75%

Earnings· May 7

Unity Software Inc. reported Q1 earnings with revenue of $508.2M, beating the estimate of $505M.
The company's adjusted EPS came in at $0.23, below the estimated $0.24, and net loss was $346.9M due to impairment charges.
Unity's Q2 revenue guidance is $505M-$515M, and adjusted EBITDA is expected to be $130M-$135M, with a focus on delivering exceptional revenue growth and margin expansion.

Analysts· Mar 3

BofA Securities upgraded Unity Software ($U) to Neutral from Underperform, raising the price target to $19 from $18, citing improved risk balance and near-term catalysts.
The analyst, Omar Dessouky, notes that weaker-than-expected Q1 guidance has likely deflated CY26 estimates, reducing the risk of further cuts, and highlights the Unity Engine roadmap at GDC and Q2 runtime ad-targeting data as potential catalysts.
The upgrade is seen as a positive development, with the stock trading near historical lows, and analysts expecting aggressive 2Q26 guidance as a signal for sustained growth acceleration in the Grow Segment.

Announcements· May 7

Unity Software Inc. (U) reported Q1 2026 earnings with revenue of $508M, a 17% YoY increase, and an adjusted EBITDA of $138M, a 65% YoY increase.
The company guided Q2 2026 revenue of $505M-$515M, with EBITDA growth of 44%-49%, and announced a reset of its business with a $279M impairment charge to exit legacy ad assets.
Unity's CEO emphasized exceptional revenue growth and margin expansion, with the company executing on its most exciting product roadmap in history, leading to a 4% price increase in premarket trading.

Controversies· Aug 15

Unity Software's board unanimously rejected AppLovin's $17.5B buyout offer, choosing to stick with the planned acquisition of ironSource.
The decision was reportedly made to avoid canceling the ironSource deal, which would have been a condition of the AppLovin takeover.
Unity Software's stock price dropped around 6% after the rejection, while ironSource shares saw a surge.

Macro· Sep 15

The average revenue per download for Unity games in 2022 was $2.02, before costs, according to Statista.
Unity's profit margin as of June 2023 was 6.3%, according to macrotrends.net.
Several large publishers, including Voodoo, Homa, Century, and others, are dropping Unity for ironSource and will impact Unity's revenue stream in Q3-4.

Technical Analysis· Feb 11

$U has broken down and tagged multi-year trend/channel support, but is now defended by buyers, potentially setting up a bounce back towards the low/mid-30s.
The stock has a strong ratings support and is expected to break out above $21, with a sector-wide bid incoming and improving breadth.
$U has already seen an 8%+ rebound from a flush below $19.50, and is expected to continue its upward momentum, potentially reaching $22 or above today.

Generated by AI

Community

Of the messages about U, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	71.67%	63.17%	65.58%	69.21%
Newcomers	28.33%	36.83%	34.42%	30.79%

Regulars· Sep 29

The lawsuit between Unity Software Inc. and AppLovin may indicate that AppLovin is worried about Unity's model, and some experts believe the lawsuit has zero merit, suggesting AppLovin is struggling to compete with Unity.
The stock price of Unity Software Inc. has been volatile, with some experts attributing it to the algorithm's reaction to the lawsuit, and others seeing it as a bullish sign due to AppLovin's admission of Unity's success.
The market's reaction to Unity Software Inc. may be driven by a lack of understanding of the company's progress and the benefits of web games and game engines, with some experts suggesting that the current price is a good buying opportunity.

Newcomers· Sep 24

Meta Platforms has a direct relationship with Unity Software Inc., supporting its development and providing official SDKs.
Unity and Meta have extended their partnership through a multi-year platform-support and enterprise agreement to help developers build and deploy applications on Meta's VR platform.
The short interest in Unity shares is high, with 34.9M shares shorted, representing 7.99% of the float, and 3.5 days to cover.

Generated by AI

Unity Software

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 24

Earnings· May 7

Analysts· Mar 3

Announcements· May 7

Controversies· Aug 15

Macro· Sep 15

Technical Analysis· Feb 11

Regulars· Sep 29

Newcomers· Sep 24

Unity Software (U) Opens Day One VR Glasses Tools For Next Hardware Launch

Unity Software Inc. (U) Falls More Steeply Than Broader Market: What Investors Need to Know

Gaming stocks fall after Meta unveils AI game-building tools

Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push

10 Information Technology Stocks Whale Activity In Today’s Session - Unity Software (NYSE:U), Strategy (N

Unity Software Inc. (U) Stock Slides as Market Rises: Facts to Know Before You Trade

Also Discussed

Unity Software Inc.

Company Information

Location

Unity Software (U) Opens Day One VR Glasses Tools For Next Hardware Launch

Unity Software Inc. (U) Falls More Steeply Than Broader Market: What Investors Need to Know

Gaming stocks fall after Meta unveils AI game-building tools

Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push

10 Information Technology Stocks Whale Activity In Today’s Session - Unity Software (NYSE:U), Strategy (N

Unity Software Inc. (U) Stock Slides as Market Rises: Facts to Know Before You Trade

Also Discussed

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 24

Earnings· May 7

Analysts· Mar 3

Announcements· May 7

Controversies· Aug 15

Macro· Sep 15

Technical Analysis· Feb 11

Regulars· Sep 29

Newcomers· Sep 24