U Unity Software Inc.

U Unity Software Inc.

Technology · Software - Application

Market read

POC $18.99 · VWAP $31.51 · +28.2% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CEO, CFO + 2 others sold $4.9M, Aug 26–Sep 1

Coverage

1 watchlist

Watchlists @insider-universe

U Price Structure

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Peers

Every watchlist U belongs to, members best 30-day change first — U highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@insider-universe
View watchlist →
MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target +1.6% complete

Next earnings U reports in 19 days Nov 5

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $546M, diluted EPS -$0.05, net income -$24M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved +21.2% (close before → first close after).

full note →

Against street estimates

How U's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 16

Result
Aug 6 0.250.28 GAAP ≠ +12.4%Beat
May 7 0.240.23 GAAP ≠ -4.2%Miss
Feb 11 0.210.24+14.8%Beat
Nov 5 '25 0.170.20 GAAP ≠ +19.6%Beat
Aug 6 '25 0.150.18 GAAP ≠ +22.0%Beat
May 7 '25 0.110.24 GAAP ≠ +121.9%Beat
Feb 20 '25 0.160.23+46.9%Beat
Nov 7 '24 0.140.20 GAAP ≠ +41.0%Beat

Recent news

Headlines about U from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Oct 14

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

U research tape

62 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Insider Activity Scan — 2026-10-16 scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12 scan Insider Activity Scan — 2026-10-09 scan Monster Scan — 2026-10-09
Types
Oct 16 Scan Insider Activity Scan
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Oct 13 Scan Monster Scan
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Oct 12 Scan Monster Scan
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Oct 9 Scan Insider Activity Scan
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Oct 9 Scan Monster Scan
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Oct 8 Scan Monster Scan
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Oct 7 Scan Monster Scan
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Oct 6 Scan Monster Scan
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Oct 5 Scan Monster Scan
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Oct 2 Scan Insider Activity Scan
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Oct 2 Scan Monster Scan
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Oct 1 Scan Monster Scan
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Sep 28 Deep Dive Unity's Platform Repair Faces a Revenue Test
U
Sep 25 Scan Insider Activity Scan
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Sep 25 Article Beaten-Down Software Has Split: ServiceNow, Workday and Zscaler Turned, While Intuit, Adobe and Oracle Keep Falling
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Sep 24 Market Brief Yields Hit a 2007 High; Genomics and Quantum Rally Anyway
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Sep 23 Scan Monster Scan
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Sep 23 Scan Insider Activity Scan
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Sep 22 Scan Monster Scan
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Sep 21 Scan Monster Scan
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Sep 18 Scan Insider Activity Scan
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Sep 17 Scan Monster Scan
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Sep 16 Scan Monster Scan
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Sep 14 Scan Monster Scan
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Sep 11 Scan Monster Scan
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Sep 10 Scan Monster Scan
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Sep 8 Scan Monster Scan
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Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
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Sep 3 Scan Monster Scan
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Aug 31 Scan Monster Scan
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Aug 28 Scan Monster Scan
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Aug 28 Scan Insider Scan
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Aug 27 Scan Monster Scan
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Aug 26 Scan Monster Scan
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Aug 25 Scan Monster Scan
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Aug 24 Scan Monster Scan
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Aug 23 Scan Monster Scan
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Aug 22 Scan Monster Scan
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Aug 22 Scan Insider Scan
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Aug 21 Scan Monster Scan
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Aug 20 Scan Monster Scan
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Aug 18 Scan Monster Scan
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Aug 14 Scan Insider Scan
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Aug 8 Scan Insider Scan
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Aug 6 Catalyst U earnings
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Jul 31 Scan Insider Scan
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Jul 17 Scan Insider Scan
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Jul 11 Scan Insider Scan
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Jul 7 Scan Insider Scan
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Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale
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May 29 Scan Insider Scan
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May 7 Catalyst U earnings
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Apr 10 Deep Dive U Deep Dive
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Mar 13 Deep Dive U (Unity Software)
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Mar 12 Deep Dive U - Unity Software Deep Dive
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Mar 11 Deep Dive U - Unity Software Deep Dive
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Mar 10 Deep Dive U - Unity Software Deep Dive
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Mar 3 Deep Dive U - Unity Software Deep Dive (NEW)
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Feb 23 Scan Insider Activity Scan
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