Nama Insights

Unity Software (U)

Technology · Software Application · NYSE

Unity Software (U) is a Technology company in the Software Application industry. It has a market capitalization of $22.66B, a trailing price-to-earnings ratio of 43.3 and a free-cash-flow yield of 1.9%. Over the most recent reported fiscal year, revenue grew 2.0% and free cash flow per share grew 38.1%. Nama's AI scorecard rates it Buy, 6.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.2/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +13.8% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-75.5%
How far the last close sits under the highest price of the past five years.
Market cap$22.66B
Trailing P/E43.3
Price / book7.5
Price / sales11.2
FCF yield1.9%
Dividend yield—
Gross margin64.8%
Operating margin-30.4%
Net margin-29.0%
Revenue growth (YoY)+2.0%
Revenue growth (3-yr annual)+10.0%
EPS growth (YoY)-17.3%
FCF/share growth (YoY)+38.1%
Beta2.1
ExchangeNYSE
SectorTechnology
IndustrySoftware Application

U earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.51). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.44 $0.35 +25.7% —
Q2 2026 Aug 6, 2026 $0.28 $0.25 +12.0% $546.47M
Q1 2026 May 7, 2026 $0.23 $0.24 -4.2% $508.24M
Q4 2025 Feb 11, 2026 $0.24 $0.21 +14.3% $503.09M

U analyst price target

Median target $50.00 from 25 analysts, ranging $35.00 – $55.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live U data on Nama Insights →

U FAQ

Is U a buy?
Nama's AI scorecard currently rates Unity Software Buy (6.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is U's P/E ratio?
Unity Software trades at a trailing price-to-earnings ratio of 43.3.
When does U report earnings?
Unity Software's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.51.
What is the U price target?
The median analyst price target from 25 analysts is $50.00, with a range of $35.00 – $55.00.
Is U Shariah compliant?
Nama's AAOIFI-style screen reads Unity Software as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.