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Unity Software (U.N): 2Q26 Results and 3Q26 Outlook Above the Street
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06 Aug 2026 08:07:40 ET │ 11 pages
Unity Software (U.N)
2Q26 Results and 3Q26 Outlook Above the Street
CITI'S TAKE
Unity reported 2Q26 strategic revenue of $486 million, 5% above
consensus. Adj. EBITDA came in at $160 million, 18% above consensus. In
addition, the firm provided 3Q26 outlook ~20% above the Street. For
3Q26, the firm expects Strategic revenue between $540 and $550
million, total revenue between $560 and $570 million, and Adj. EBITDA
between $185 and $195 million.
Implications — Given 2Q26 results and 3Q26 outlook above the Street, we'd expect
a positive reaction in the stock.
Buy
Price (05 Aug 26 16:00)
US$35.47
Target price
US$40.00
Expected share price return
12.8%
Expected dividend yield
0.0%
Expected total return
12.8%
Market Cap
US$15,484M
Jason B BazinetAC
Aarushi Gupta
Michael Lehman
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