Article published Sep 28, 2026. Prices below use latest available snapshots.
U Price Structure
Loading timeframes…
$U is pulling back inside a long uptrend: down 8.0% since August 28, though still up 40.8% since June 29 and 24.5% above its 200-day average. At the 2026-09-28 settled close, U $39.86 was -5.5% versus its 20-day average and -8.0% over 30 days. The newest verified quarter ends 2026-06-30 (filed 2026-08-06); revenue was $546.5M. Against 2025-06-30 revenue of $440.9M, that is +23.9% year over year. The one-year return is -7.2%, 22.5 points behind the benchmark despite a +24.5% 200-day cushion. The standing call is 🟡 Wait for the August high to be retaken. Entry $44–$47 on a close above $46.93 · stop $40 · first target $50 · low conviction.
Quick Snapshot (as of 2026-09-28)
| Question | Answer |
|---|---|
| The call | 🟡 Wait for the August high to be retaken. Entry $44–$47 on a close above $46.93 · stop $40 · first target $50 · low conviction |
| What is Unity? | A game-engine and real-time 3D platform with an advertising and monetisation network attached. |
| Why look now? | Prior case (2026-09-23): The August 6 Q2 release reported revenue of $546.5M, up 24%, a narrowed net loss and Q3 guidance of $540–$550M, above consensus per the news pull. |
| What is the proof? | Latest verified period ended 2026-06-30, filed 2026-08-06: revenue $546.5M. Prior case: Price has held above its 50-day since the print, but the June quarter is now matched to the filing below; chart evidence is dated. |
| What is the objection? | The one-year return is -7.2%, 22.5 points behind the benchmark despite a +24.5% 200-day cushion. |
| Stock setup | The shorter trend has repaired, but the trailing year still trails; -5.5% versus the 20-day, +24.5% versus the 200-day, RSI 41.6. |
Action Matrix (reviewed 2026-09-28; levels are standing conditions)
| Signal | Condition | Level | Why |
|---|---|---|---|
| 🟡 Wait | Inside the base | — | Neither the high nor the floor is in play |
| 🟢 Buy | A close above the August 21 close | $46.93 | The highest close on this file's log since the print; a breakout from the base |
| 🟠 Target | First target | $50 | A round planning level below the 52-week high |
| 🔴 Out | A close below the September 18 close | $41.40 | Last week's low; losing it retests the 50-day |
| 🔴 Thesis breaks | Q3 revenue below the $540M guide floor | — | The re-rating was paid for the guide |
The Story Right Now (as of 2026-09-28)
$U is pulling back inside a long uptrend: down 8.0% since August 28, though still up 40.8% since June 29 and 24.5% above its 200-day average.
Data as of 2026-09-28 close: U $39.86, RSI 41.6, weak-down, -5.5% vs SMA20, +24.5% vs SMA200, 7D -7.8%, 30D -8.0%, 1Y -7.2%, -23.6% from the 52-week high.
Business and mechanism. A game-engine and real-time 3D platform with an advertising and monetisation network attached.
Prior case (2026-09-23). The August 6 Q2 release reported revenue of $546.5M, up 24%, a narrowed net loss and Q3 guidance of $540–$550M, above consensus per the news pull.
Prior proof (2026-09-23). Price has held above its 50-day since the print, but the June quarter is now matched to the filing below; chart evidence is dated.
The countercase. The one-year return is -7.2%, 22.5 points behind the benchmark despite a +24.5% 200-day cushion.
Newest statement check. The newest verified quarter ends 2026-06-30 (filed 2026-08-06); revenue was $546.5M. Against 2025-06-30 revenue of $440.9M, that is +23.9% year over year.
News and attention check. The news search for the latest move failed; the last completed search was on 2026-09-19. No company event for U was recorded between September 24 and 28. 1 social post from tracked accounts mentioned it between September 24 and 28; that is attention, not company news.
The call: 🟡 Wait for the August high to be retaken. Entry $44–$47 on a close above $46.93 · stop $40 · first target $50 · low conviction.
Extended analysis
Price Data (live — latest settled close)
A live table: every cell shows the latest settled close, named in the first row. Dated readings live in the Research Log.
| Metric | Value |
|---|---|
| As of (settled close) | 2026-10-16 |
| Price ($) | 40.4 |
| RSI (14) | 41.8 |
| 20-day average ($) | 43.42 |
| vs 20-day (%) | -7 |
| 50-day average ($) | 43.61 |
| vs 50-day (%) | -7.4 |
| 200-day average ($) | 31.9 |
| vs 200-day (%) | 26.7 |
| 1D (%) | -6.78 |
| 7D (%) | -13.82 |
| 30D (%) | -4.11 |
| 3M (%) | 39.36 |
| 1Y (%) | 16.36 |
| 1Y vs benchmark (points) | 0.83 |
| From 52-week high (%) | -22.53 |
Financial Proof
Filed-period check (as of 2026-09-28): The newest verified quarter ended 2026-06-30 and was filed 2026-08-06. Revenue was $546.5M; GAAP net income was −$22.7M; diluted EPS was -0.05. Source: Massive income statements and the filing. Dated historical tables below retain their own period basis.
The recent filed revenue series shows the direction of the business; missing cells are left unavailable.
| Period end | Revenue | YoY | Operating income | GAAP net income | Filing date |
|---|---|---|---|---|---|
| 2024-09-30 | $446.5M | — | −$127.1M | −$124.5M | 2024-11-07 |
| 2025-03-31 | $435.0M | — | −$127.9M | −$77.9M | 2025-05-07 |
| 2025-06-30 | $440.9M | — | −$118.8M | −$107.4M | 2025-08-06 |
| 2025-09-30 | $470.6M | +5.4% | −$125.9M | −$126.8M | 2025-11-05 |
| 2026-03-31 | $508.2M | +16.8% | −$351.4M | −$346.9M | 2026-05-07 |
| 2026-06-30 | $546.5M | +23.9% | −$32.2M | −$22.7M | 2026-08-06 |
Research Log
| Date | Update |
|---|---|
| 2026-05-29 | U $30.47, RSI 72, weak-up; +15.33% 30D (+45.4% vs Apr 10 $20.95). No new fundamentals re-researched. |
| 2026-06-16 | U $28.06, RSI 51.6; -0.07% 7D, +4.7% 30D, +39.67% 3M, -0.5% below SMA20. Overbought RSI from 05/29 unwound without major damage. Orderly digestion at SMA20. From 52wk high -46.19%. No new fundamentals re-researched. |
| 2026-07-11 | U $30.89, RSI 63.1, weak-up; +5.79% 7D, +15.65% 30D, +35.48% 3M, now +8.8%/+10.3% above SMA20/SMA50 on 1.9x average volume. RSI warming back toward the May 29 overbought zone. From 52wk high narrowed to -40.77%. No new fundamentals re-researched. |
| 2026-07-17 | U $28.99, RSI 48.6, weak-up; -3.97% 7D, +5.49% 30D, +9.27% 3M, now -0.7% below SMA20. RSI cooled sharply from the near-overbought read. From 52wk high widened to -44.41%. No new fundamentals re-researched. |
| 2026-07-25 | U $28.62, RSI 46.2, weak-up; -1.28% 7D, +5.41% 30D, +10.03% 3M, now -3.7% below SMA20 and +0.1% above SMA50. From 52wk high essentially flat at -44.51%. No new fundamentals re-researched. |
| 2026-07-28 | U $31.83, RSI 61.8, up; +6.56% 7D, +12.43% 30D, +21.91% 3M, now +6.1% above SMA20, +10.7% above SMA50, +1.1% above SMA200 (first reclaim). From 52wk high narrowed sharply to -38.96%. News was not pulled for that move; no new fundamentals re-researched. |
| 2026-07-31 | U $31.71, RSI 57.6, up; 7D +10.80%; 30D +5.03%; 3M +16.88%; -39.19% from 52wk high. No new fundamentals re-researched. |
| 2026-08-08 | U $43.00, RSI 81.2, up; 7D +35.60%; 30D +45.96%; 3M +52.70%; -31.98% from 52wk high. Earnings-driven: Q2 beat (EPS $0.28 vs $0.25) reported 08-06, ~+21.2% across the print per the desk's event record. No filed quarter yet. |
| 2026-08-14 | U $46.25, RSI 84.8, up; 7D +7.56%; 30D +47.91%; 3M +70.29%; -12.20% from 52wk high. No new fundamentals re-researched. |
| 2026-08-22 | U $46.93, RSI 79.7, strong-up; 7D +1.45%; 30D +60.33%; 3M +83.54%; -10.01% from 52wk high. 1Y +29.36%, vs SMA200 +47.20%. No new fundamentals re-researched. |
| 2026-08-28 | U $43.31, RSI 60.1, strong-up; 7D -7.80%; 30D +35.17%; 3M +42.14%; -16.95% from 52wk high. 1Y +7.82%, vs SMA200 +35.4%. No new fundamentals re-researched. |
| 2026-09-04 | U $41.66, RSI 52.2, strong-up; 7D -3.74%; 30D +17.45%; 3M +42.82%; -20.12% from 52wk high. 1Y +3.68%, vs SMA200 +29.90%. News not pulled for this move (last fetched 2026-04-29, over four months stale). |
| 2026-09-11 | U $43.96, RSI 60.3, strong-up; 7D +5.52%; 30D -1.28%; 3M +61.38%; -15.7% from 52wk high, incl. a +4.49% single-day move on 09-11. 1Y +1.29%, vs SMA200 +36.7%. News not pulled for this move (last fetched 2026-04-29, now roughly 19 weeks stale). |
| 2026-09-18 | U $41.40, RSI 47.9, strong-up; 1D -1.05%; 7D -5.82%; 30D -12.12%; 3M +50.66%; -20.61% from 52wk high. 1Y turned negative at -8.91% with alpha1y -23.92, while price holds +6.3% above the 50-day and +28.8% above the 200-day — a post-earnings base under pressure, with the twelve-month record no longer supporting the strong-up label. The name dropped off the desk's 30%-above-the-200-day extension board this week. Stock-events checked: no U row dated 2026-09-12 to 2026-09-18. News not pulled for this move — the last attempt failed on 2026-04-29 and the receipt is marked stale, so it is a false negative, not evidence of quiet. No newly filed period on disk: the newest filed quarter ends 2026-03-31, so the Q2 results released 2026-08-06 are still absent from the filing cache. |
| 2026-09-23 | U $44.10, RSI 59.3, strong-up; 1D +2.30%; 7D +4.68%; 30D -4.46%; 3M +62.43%; -15.44% from 52wk high. 1Y -0.94% with a one-year excess return of -16.72 points; price +37.2% above the 200-day and +11.1% above the 50-day — an intact post-earnings base inside a flat year. Top rewritten with a breakout call keyed to the 2026-08-22 close ($46.93). The news receipt has been refreshed since the last cycle (fetched 2026-09-19, ok) but returns quote pages only — news not pulled for the September 21–23 sessions. Stock-events checked: no U row dated 2026-09-19 to 2026-09-23. No newly filed period on disk: the newest filed quarter still ends 2026-03-31 (filed 2026-05-07); Q2, reported 2026-08-06, is not in the filing cache. |
| 2026-09-28 | U $39.86, RSI 41.6, -5.5% vs SMA20, 30D -8.0%. The shorter trend has repaired, but the trailing year still trails; The newest verified quarter ends 2026-06-30 (filed 2026-08-06); revenue was $546.5M. Against 2025-06-30 revenue of $440.9M, that is +23.9% year over year. The news search for the latest move failed; the last completed search was on 2026-09-19. No company event for U was recorded between September 24 and 28. |
Sources
- Extension-board departure: 2026-09-18-monster-scan.
- Q2 2026 release: Unity, 2026-08-06.
- News receipt: latest (fetched 2026-09-19; quote pages plus the 2026-08-06 issuer release).
- Scheduled-event check:
research/stock-events/— no U row dated 2026-09-12 to 2026-09-23. - Prior-cycle history: this file's dated update log.
2026-09-28 refresh receipts
2026-09-28 settled-close receipt: *, U row dated 2026-09-28; tape values above are bound to the current summary fields.
2026-09-28 financial-period check: income-statements and key-financials; newest verified 2026-06-30 period, filed 2026-08-06 (Massive statement / SEC period cross-check).
2026-09-28 news receipt check: latest, fetched 2026-09-19; receipt is not current; latest-session cause remains unassigned.
2026-09-28 stock-event scan:
research/stock-events/, no U row dated 2026-09-24 through 2026-09-28.2026-09-28 captured-follows scan: tweets has 1 September 24–28 document(s) tagging U.
Retrospective social-search receipt (captured 2026-09-29): 2026-09-29-social-search-u; quality/attention check only, not a September 28 event or price source.
2026-09-29 browser discovery check for U: news-discovery-google-sep29 (key
U); search links only, not evidence of an event or of absence of news.