Unity Software Market Sentiment

Market sentiment signals for Unity Software (U): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 25, 2026	Freedom Capital Markets	Nick McKay—	+17.2%	$48 → $48	Maintained	Buy
Aug 10, 2026	Citigroup	Jason Bazinet—	+17.2%	$40 → $48	Maintained	Buy
Aug 7, 2026	UBS	Chris Kuntarich—	+17.2%	$32 → $48	Maintained	Neutral
Aug 7, 2026	Piper Sandler	James Callahan—	+34.3%	$45 → $55	Maintained	Overweight
Aug 7, 2026	Benchmark	Mike Hickey—	—	—	Upgrade	Hold→Buy
Aug 7, 2026	HSBC	Mohammed Khallouf—	—	—	Upgrade	Hold→Buy
Aug 7, 2026	Oppenheimer	Martin Yang—	+14.8%	$38 → $47	Maintained	Outperform
Aug 7, 2026	Citizens	Andrew Boone—	+9.9%	$37 → $45	Maintained	Market Outperform
Aug 7, 2026	Wells Fargo	Alec Brondolo—	+17.2%	$36 → $48	Maintained	Overweight
Aug 7, 2026	Needham	Bernie McTernan—	+31.9%	$40 → $54	Maintained	Buy
Aug 7, 2026	Deutsche Bank	Benjamin Black—	+22.1%	$31 → $50	Upgrade	Hold→Buy
Aug 7, 2026	B of A Securities	Omar Dessouky—	+22.1%	$30 → $50	Upgrade	Neutral→Buy
Aug 6, 2026	BTIG	Clark Lampen—	+24.6%	$43 → $51	Maintained	Buy
Aug 3, 2026	UBS	Chris Kuntarich—	-21.8%	$28 → $32	Maintained	Neutral
Jul 30, 2026	Piper Sandler	James Callahan—	+9.9%	$40 → $45	Maintained	Overweight
Jul 22, 2026	Wedbush	Alicia Reese—	-12.1%	$32 → $36	Maintained	Outperform
Jul 7, 2026	Wells Fargo	Alec Brondolo—	-12.1%	$35 → $36	Maintained	Overweight
Jun 29, 2026	Raymond James	Andrew Marok—	—	—	Initiate	Market Perform
Jun 2, 2026	Piper Sandler	James Callahan—	-2.3%	$35 → $40	Assumes	Overweight
May 8, 2026	Barclays	Ross Sandler—	-19.4%	$28 → $33	Maintained	Equal-Weight
May 8, 2026	Wells Fargo	Alec Brondolo—	-14.5%	$29 → $35	Maintained	Overweight
May 8, 2026	Wedbush	Alicia Reese—	-21.8%	$30 → $32	Maintained	Outperform
May 8, 2026	Needham	Bernie McTernan—	-2.3%	$35 → $40	Maintained	Buy
May 7, 2026	BTIG	Clark Lampen—	+5.0%	$39 → $43	Maintained	Buy
May 5, 2026	UBS	Chris Kuntarich—	-31.6%	$26 → $28	Maintained	Neutral