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Unity Software Inc. (U) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 14, 2026

Current Price
$18.55
Market reference
Price Target
$37.70
+103.2% Upside
Target Range
$26.00 — $60.00
Very wide disagreement
Analyst Rating
Buy
26 analysts
Forward P/E19.7x
Trailing P/E-19.3x
Forward PEG—
Implied Growth+200.8%
Median Target$31.00
Analyst Spread90.2%

Analysts see +103.2% upside to their consensus target of $37.70. The bullish rating consensus aligns with positive price target gap.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$18.55
Consensus$37.70
High$60.00
Low$26.00
Bear Case
$26
+40.2%
Consensus
$38
+103.2%
Bull Case
$60
+223.5%

Analyst Ratings Distribution

Breakdown of 26 published analyst recommendations for U

19/26 analysts are bullish
+37
BearishBullish
Weighted analyst sentiment score based on 26 ratings
ConsensusBuy
Coverage26 Analysts
Net Score+37
Bull / Bear73% / 0%
Strong Buy00%
Buy1973%
Hold727%
Sell00%
Strong Sell00%
Strong Buy
00%
Buy
1973%
Hold
727%
Sell
00%
Strong Sell
00%
Recommendation Mix73% Buy · 27% Hold · 0% Sell
Buy (19)Hold (7)Sell (0)

U Price Target Analysis

Updated February 20, 2026

As of February 20, 2026, Unity Software Inc. (U) has a Wall Street consensus price target of $37.70, based on estimates from 26 covering analysts. With the stock currently trading at $18.55, this represents a potential upside of +103.2%. The company has a market capitalization of $8.03B.

Analyst price targets range from a low of $26.00 to a high of $60.00, representing a 90% spread in expectations. The median target of $31.00 differs from the mean, suggesting potential outlier estimates. The wide target spread reflects significant disagreement on fair value.

The current analyst consensus rating is Buy, with 19 analysts rating the stock as a Buy or Strong Buy,7 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, U trades at a trailing P/E of -19.3x and forward P/E of 19.7x. Analysts expect EPS to grow +200.8% over the next year.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Technology stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside+106.9%
Avg Forward P/E35.3x
Peers with Coverage7 / 10
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
UUnity Software Inc.
$8.0B$18.55$37.70+103.2%Buy19.7x26
CDNSCadence Design Systems, Inc.$83.5B$305.01$382.17+25.3%Buy37.9x30
ADSKAutodesk, Inc.$48.7B$229.74$370.65+61.3%Buy22.4x50
PTCPTC Inc.$18.5B$155.50$204.83+31.7%Buy19.2x33
FIGFigma, Inc.$1.9B$24.19$42.17+74.3%Hold96.8x6
PDFSPDF Solutions, Inc.$1.3B$33.25$36.00+8.3%Buy29.8x5
MTLSMaterialise N.V.$318M$5.40——Buy21.5x12
AZA2Z Cust2Mate Solutions Corp.$243M$5.79——Buy—1
SVCOSilvaco Group, Inc. Common Stock$111M$3.63$19.75+444.1%Buy—5
ORKTOrangekloud Technology Inc.$2M$1.06—————

Upside Potential Comparison

SVCO
+444.1%
U
+103.2%
FIG
+74.3%
ADSK
+61.3%
PTC
+31.7%
CDNS
+25.3%
PDFS
+8.3%

See U's True Return

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Is U Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Compare U vs NVDA

See how U stacks up against sector leader NVIDIA Corporation.

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Frequently Asked Questions

What is the U stock price target for 2026?

The consensus Wall Street price target for U is $37.7, representing 103.2% upside from the current price of $18.55. With 26 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.

Is U a buy, sell, or hold?

U has a consensus rating of "Buy" based on 26 Wall Street analysts. The rating breakdown is predominantly bullish, with 19 Buy/Strong Buy ratings. The consensus 12-month price target of $37.7 implies 103.2% upside from current levels.

Is U stock overvalued or undervalued?

With a forward P/E of 19.6671x, U trades at a relatively low valuation. The consensus target of $37.7 implies 103.2% appreciation, suggesting meaningful undervaluation.

How high can U stock go?

The most bullish Wall Street analyst has a price target of $60 for U, while the most conservative target is $26. The consensus of $37.7 represents the median expectation. These targets typically reflect 12-month expectations.

How many analysts cover U stock?

U is heavily covered by Wall Street, with 26 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 19 have Buy ratings, 7 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the U stock forecast?

The 12-month U stock forecast based on 26 Wall Street analysts shows a consensus price target of $37.7, with estimates ranging from $26 (bear case) to $60 (bull case). The median consensus rating is "Buy".

What is U's forward P/E ratio?

U trades at a forward P/E ratio of 19.7x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy U stock?

Wall Street analysts are very optimistic on U, with a "Buy" consensus rating and $37.7 price target (103.2% upside). 19 of 26 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do U price targets vary so much?

U analyst price targets range from $26 to $60, a 90% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $37.7 consensus represents the middle ground.

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