Zacks Investment Research·4d ago
Unity Software Inc. (U) Stock Slides as Market Rises: Facts to Know Before You TradeIn the latest trading session, Unity Software Inc. (U) closed at $41.16, marking a -1.63% move from the previous day.
Unity Software appears to be at a potential operational inflection, with revenue growth accelerating to 23.9% YoY in 2026Q2 and operating losses narrowing to -$32.2M, suggesting early operating leverage. The company's asset-light model is underscored by minima...
Price trend, volume and key moving averages
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Revenue growth rebounded to 23.9% YoY in 2026Q2, with gross margin swinging to 79.6% and operating margin improving to -5.9% from -26.9% a year earlier, indicating a potential turnaround.
Unity is the world’s leading game engine, supported by a robust development community and a system that ensures informed decision-making.
Unity's dominance in mobile gaming and its expansion into enterprise sectors are key growth drivers.
Unity provides extensive learning resources, tutorials, and documentation, fostering a strong developer community.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | -$0.05+53.4% vs -$0.11 | $546M+6.2% vs $515M |
Q2 2026 May 7, 2026 | -$0.80-278.9% vs -$0.21 | $508M+1.3% vs $502M |
Q1 2026 Feb 11, 2026 | -$0.21-205.0% vs $0.20 | $503M+2.1% vs $493M |
Q4 2025 Nov 5, 2025 | $0.20+8.4% vs $0.18 | $471M+3.9% vs $453M |
In the latest trading session, Unity Software Inc. (U) closed at $41.16, marking a -1.63% move from the previous day.
Unity (U) is experiencing accelerating top-line growth and margin expansion, positioning it as a standout AI-driven software and advertising platform. U delivered 24% YoY revenue growth, 38% strategic revenue growth, and an 800 bps adjusted EBITDA margin surge to 29% in the latest quarter. Management guides for 44–47% strategic revenue growth next quarter and expects GAAP profitability to arrive ahead of schedule.
The latest trading day saw Unity Software Inc. (U) settling at $42.13, representing a -2.05% change from its previous close.
Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into fall.
Benchmark U against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Unity Software Inc. (U)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.11 | $18.82B | -44.91 | 2.01% | -21.78% | -11.65% | — | |
| $111.54 | $5.83B | 16.60 | 15.42% | 7.15% | 11.19% | — | |
| $219.62 | $46.37B | 41.99 | 17.53% | 21.08% | 52.5% | — | |
| $205.53 | $38.43B | -126.87 | 18.16% | -4.79% | -9.12% | — | |
| $209.70 | $52.92B | 59.74 | 0.91% | 13.8% | 16.66% | — | |
| $49.87 | $35.71B | -32.38 | 35.77% | -17.6% | -306.65% | — |
Unity Software Inc. (U) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Unity Software Inc. (U) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Aug 6, 2026·SEC
Jul 27, 2026·SEC
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Unity Software Inc. (U) stock FAQ — growth, dividends, profitability & financials explained
Unity Software Inc. (U) reported $2.03B in revenue for fiscal year 2025. This represents a 433% increase from $380.8M in 2018.
Unity Software Inc. (U) grew revenue by 2.0% over the past year. Growth has been modest.
Unity Software Inc. (U) reported a net loss of $586.9M for fiscal year 2025.
Unity Software Inc. (U) has a return on equity (ROE) of -11.6%. Negative ROE indicates the company is unprofitable.
Unity Software Inc. (U) generated $538.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
