Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$19.1B
440M shares
52-week range
$16.78 – $52.15
74% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
9.3
EV / FCF (TTM)
34.9
Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC, and other Americas, and key revenue is derived from the EMEA region. Its products are used in the gaming industry, retail, automotive, architecture, engineering, and construction.
www.unity.comNo one on the platform currently holds U.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,485,597 | $54.5M |
| Bridgewater Associatesas of 2024-12-31 | 487,696 | $11.0M |
No one on the platform has traded U yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 2.0% | 19.1% | ||||
| Profit Margin % | -21.8% | -42.0% | ||||
| Free Cash Flow Margin % | 21.8% | 4.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.2B | +20.8% | $-0.69 | $-0.73–$-0.64 | — | 12 |
| 2027 | $2.7B | +21.4% | $1.09 | $0.90–$1.29 | 39.3× | 12 |
| 2028 | $3.2B | +20.2% | $1.73 | $0.96–$2.15 | 24.8× | 12 |
| 2029 | $3.9B | +21.5% | $0.23 | $0.21–$0.25 | 187.0× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.11 | $-0.05 | +53.4% |
| 2026-05-07 | $-0.21 | $-0.80 | -278.9% |
| 2026-02-11 | $0.20 | $-0.21 | -205.0% |
| 2025-11-05 | $0.18 | $0.20 | +8.4% |
| 2025-08-06 | $0.14 | $-0.26 | -287.9% |
| 2025-05-07 | $0.12 | $-0.19 | -262.3% |
| 2025-02-20 | $-0.35 | $-0.30 | +14.3% |
| 2024-11-07 | $-0.36 |
| $-0.31 |
| +13.9% |
| — |
| GENGen Digital Inc. | $31.41 | +3.80% | $18.8B | — |
| IONQIonQ, Inc. | $37.50 | +2.04% | $14.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$U Valve hardware is like a coin toss, some are good and some are just too mediocre. Any VR popularity directly help Unity, as it is literally the only engine in the VR/AR space. But still, a heavy and costly headset that is way too late. If they can be a little innovative and make the glass thinner like Meta's AI glasses, that wil sell a ton.
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$U valve is here to propel us forward into Sword Art Online
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$U I had to try out the capabilities of Unity’s Claude plugin (and therefore Unity CLI).I used my five hour token limit (20$ tier). It took around 90 minutes to complete, and I didn’t touch the Unity Editor myself. I used Unity 6.3 LTS. 1. The project was automatically opted into the Developer Data Framework, with everything enabled. When I started the project, it also asked whether I wanted to add monetization (LevelPlay mediation) and IAP (Unity IAP). Both are critical services, and the AI handles the entire setup itself. 2. What I found most impressive was that it does almost everything on its own. It opens Play Mode, looks at the logs, and tests everything by placing (teleporting) the character in locations it wants to test and looking for bugs. It teleports enemies around and makes them attack the character when necessary. It understands the issues and their underlying causes, and takes screenshots to inspect the scene when needed. It also adds sounds, animations, etc.
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$U Btw I think $BAC rose our target price. Was Omar fired?
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$U Isn't it ridiculous when motley fool or its ilk compare something like U to a health care company? At least they had similar MC
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.