Unity Software (U)
Builds a cross-platform game engine and mobile advertising stack.
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Sells a real-time two- and three-dimensional engine, cloud services, enterprise support, and advertising tools for games and interactive apps. Create revenue comes from subscriptions and services, while the larger Grow business keeps a share of ad transactions through Unity Ads and LevelPlay.
Builds software for creating, deploying, and operating real-time two- and three-dimensional games and interactive experiences. Create Solutions centers on the Unity Engine, subscriptions, enterprise support, cloud and multiplayer services, and professional services. Its cross-platform workflow lets creators build once and deploy across mobile, PC, console, and XR.
Grow Solutions helps app publishers acquire users and monetize inventory through the Vector-powered Unity Ads Network and LevelPlay mediation. Advertising transactions drive most revenue; Create adds subscription and service fees.
Serves developers and enterprises globally through online sales, field teams, distributors, and resellers. The ironSource Ads Network was sunset and Supersonic publishing was sold, narrowing the portfolio toward the engine and monetization. Grow economics depend on advertiser demand, access to user data, and policies set by mobile operating systems and app stores.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Oppenheimer | Reiterate | Rating: —Target: $32 | Target: $47 |
| Aug 7, 2026 | HSBC | Upgrade | Target: $40.80 | Target: $47.10 |
| Aug 7, 2026 | BTIG | Reiterate | Rating: —Target: $43 | Target: $51 |
| Aug 7, 2026 | Wells Fargo | Reiterate | Rating: —Target: $36 | Target: $48 |
| Aug 7, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $27 | Target: $50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.35B · Total debt $2.32B · Total assets $6.66B · Shareholders' equity $3.03B
- Revenue
- $546.5M
- Operating income
- −$32.2M
- Net income
- −$23.6M
No dividends on record.
| Institutions | 85.32% | 375.48M shares | |
|---|---|---|---|
| 617 holders · as of Jun 30, 2026 | |||
| Insiders | 2.56% | 11.27M shares | |
| 19 holders · as of Sep 1, 2026 | |||
| Other | 12.12% | 53.33M shares | |
| remainder | |||
440.09M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Silver Lake Group, L.L.C.Institution | 7.89% | 34.74M | as of Jun 30, 2026 |
SC US (TTGP), Ltd.Institution | 7.23% | 31.82M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.31% | 23.38M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.65% | 20.47M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.91% | 17.21M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Alexander Blum | officer: SVP, Chief Operating Officer | −43,556 | $43.51 |
| Aug 27, 2026 | Alexander Blum | officer: SVP, Chief Operating Officer | −1,964 | $44.81 |
| Aug 25, 2026 | Alexander Blum | officer: SVP, Chief Operating Officer | −20,595 | $45.31 |
| Aug 25, 2026 | Rebecca Berenice Boyden | officer: SVP, Chief Legal Officer | −1,032 | $45.32 |
| Aug 25, 2026 | Jarrod Yahes | officer: SVP, Chief Financial Officer | −26,017 | $45.31 |
- AppLovin
Dominant mobile ad-tech rival in user acquisition and monetization
- Alphabet Class A
Largest mobile-ad platform competing for monetization and UA budgets
- Meta
Cross-app ad network and UA channel rivaling mobile monetization
- Roblox
Real-time 3D creation platform with its own engine and Studio IDE
- Digital Turbine
On-device app distribution and ad rival named in Unity's 10-K
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Unity Software | $43.30 | +0.21% | $18.86B | — | 50.0 | 9.3 | +23.9% |
| AppLovin | $327.73 | −0.74% | $110.92B | 25.4 | 18.1 | 16.2 | +52.8% |
| Alphabet Class A | $361.78 | +1.92% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Meta | $752.09 | +1.46% | $1.89T | 27.9 | 24.7 | 8.3 | +28.0% |
| Roblox | $49.70 | −3.02% | $36.61B | — | — | 6.4 | +44.1% |
| Digital Turbine | $11.63 | −3.48% | $1.46B | — | 15.3 | 2.4 | +26.8% |
| Median | 25.4 | 21.4 | 8.3 | +28.0% |