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Stock remains down 26% year to date despite today's gain

Unity Software Inc (NYSE:U) is drawing renewed optimism from Wall Street ahead of its second-quarter earnings. Wedbush is raising its price target on the stock to $36 as Unity works through a significant business transition. The company's ironSource Ad Network is being sunset effective April...

Moby summary of Unity Software Inc.'s Q1 2026 earnings call

Unity is on an incredible trajectory, growing rapidly on both the top line and the bottom line while also shipping the most ambitious product road map in our history, a product road map that we believe will transform both Unity and the future of interactive content creation. As Jarrod will share in more detail later, we expect the second quarter to bring more of the same with guidance for strategic ad revenue to grow 50% year-over-year, including robust Vector revenue growth as well as year-over-year margin expansion.

Unity Software (U) delivered earnings and revenue surprises of -2.13% and +1.53%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Unity is facing pressure from weak outlook and AI threats. Yet Wedbush Securities signals confidence and eyes potential upside into earnings.