Unity Software (U) Business News

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Fund Bets Big on Ad-Tech Turnaround Story, With $47 Million Buy of Unity Stock

Fool - Investing News

10:21 AM | Wednesday | Feb 18, 2026

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Unity Software provides real-time 3D development tools for creators in gaming, architecture, and entertainment worldwide.

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10:21 AM | Wednesday | Feb 18, 2026

Fund Bets Big on Ad-Tech Turnaround Story, With $47 Million Buy of Unity Stock

Fool - Investing News

Unity Software provides real-time 3D development tools for creators in gaming, architecture, and entertainment worldwide.

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10:21 AM | Wednesday | Feb 18, 2026

Fund Bets Big on Ad-Tech Turnaround Story, With $47 Million Buy of Unity Stock

Fool - Investing News

Unity Software provides real-time 3D development tools for creators in gaming, architecture, and entertainment worldwide.

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12:00 AM | Tuesday | Feb 17, 2026

AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore

Investor Place

This is the heart of what we've been calling "SaaSmaggedon" - the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.

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7:19 AM | Saturday | Feb 14, 2026

Unity's CEO Just Explained Why Google's AI Can't Replace Game Engines (And He's Right)

The Motley Fool

Unity stock has tumbled twice recently, first after Google's Project Genie Reveal, and then after a disappointing earnings report. Project Genie is impressive, but it won't replace video game engines.

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1:43 AM | Saturday | Feb 14, 2026

Unity Software Inc. (NYSE:U) Receives Average Rating of “Moderate Buy” from Analysts

Defense World

Shares of Unity Software Inc. (NYSE: U - Get Free Report) have received an average recommendation of "Moderate Buy" from the twenty-four ratings firms that are currently covering the stock, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, seven have issued a hold rating, fourteen have given a buy

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10:00 AM | Friday | Feb 13, 2026

Unity: A Meltdown Worth Buying - Robust GameDev/AdTech Monetization Prospects

Seeking Alpha

U's dominant GameDev engine, growing cross-selling, and expanding backlog support double-digit Create Solutions' revenue growth and improved profit margins into FY2026. These reasons are also why U has been able to actively monetize the growing developer/user/installed game base through ads, with Grow Solutions increasingly being a top-line driver. This is especially since Vector has delivered +72% YoY ad-related revenue growth in January 2026, with the end of 2026 expected to bring forth quarterly revenue run-rate of over ~$1B.

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11:45 AM | Thursday | Feb 12, 2026

U's Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y

Zacks Investment Research

Unity reports Q4 earnings beat, with Vector growth accelerating and the Create business returning to growth.

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10:35 AM | Thursday | Feb 12, 2026

Down 49% in 4 Weeks, Here's Why You Should You Buy the Dip in Unity Software (U)

Zacks Investment Research

Unity Software (U) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

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9:01 AM | Thursday | Feb 12, 2026

Unity Software Analysts Slash Their Forecasts After Q4 Results

Benzinga

Unity Software Inc. (NYSE: U) reported upbeat fourth-quarter financial results but issued first-quarter revenue guidance below estimates on Wednesday.

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2:38 AM | Thursday | Feb 12, 2026

Unity Software (NYSE:U) Shares Gap Down Following Analyst Downgrade

Defense World

Unity Software Inc. (NYSE: U - Get Free Report)'s stock price gapped down prior to trading on Wednesday after UBS Group lowered their price target on the stock from $46.00 to $32.00. The stock had previously closed at $29.
06, but opened at $21.41. UBS Group currently has a neutral rating on the stock. Unity Software shares

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11:16 AM | Wednesday | Feb 11, 2026

Unity Software Q4 2025 Earnings Call Transcript

Benzinga

Unity Software reported fourth-quarter financial results on Wednesday. The transcript from the earnings call has been provided below.

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