Reading the tape
NYSE: U
Unity Software Inc.
Technology · Software - Application
Market Cap
$11.93B
52w High
$52.15
52w Low
$16.78
P/E
-29.18
Volume
3.41M
Outstanding Shares
436.33M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 28.81%Revenue (TTM): 2.01%FCF (TTM): 47.88%P/FCF: 22nd pct
What changed
The stock rose 28.81% over the last year. Revenue grew 2.01% over the trailing twelve months. Operating margin moved from -41.65% to -25.43%. Free cash flow grew 47.88% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 22nd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at -25.43%. Revenue grew 2.01% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Unity Software Inc. creates and operates an interactive real-time 3D content platform.
CEOMatthew Samuel Bromberg
SectorTechnology
IndustrySoftware - Application
Employees4,987
IPO dateSep 18, 2020
Valuation
Forward P/E—
EV/EBITDA493.11
Enterprise value$18.92B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth10.06%
Gross margin70.62%▲0.94%vs FY2024
Operating margin-25.43%▲45.14%vs FY2024
ROE-12.44%▲40.23%vs FY2024
Analyst consensus
RatingBuy
Target price$35.46▲29.70%
18
Buy
8
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $0.24 · Revenue est $501.48M
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