Unity Software Inc. (NYSE:U) is one of the best upside stocks to invest in right now. On February 12, Citizens analyst Andrew Boone lowered the firm’s price target on Unity to $37 from $50 while maintaining an Outperform rating. The adjustment follows a mixed Q4 2025 where the company beat revenue and EBITDA guidance but provided a slightly softer Q1 2026 outlook.
Despite this, core segments showed solid momentum, with Vector up mid-teens quarter-over-quarter and Create growing 16% year-over-year, excluding non-strategic revenue. The firm noted that operational traction is building through runtime data integration, the Commerce Platform rollout, and strong Unity 6 adoption, viewing AI as a tailwind for content creation.
Wells Fargo also lowered its price target on Unity Software Inc. (NYSE:U) to $38 from $54 with an Overweight rating. The firm noted that Unity’s Q4 EPS and Q1 guidance were affected by a deterioration in ironSource and greater-than-expected seasonality in the Create segment. Despite these factors, Wells Fargo maintained its core thesis that runtime data will drive increased share for the Unity Ad Network.
Unity Software Inc. (NYSE:U) operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the US, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
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Disclosure: None. This article is originally published at Insider Monkey.
