$U

Unity Software Inc. (U) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 exhibit101-2020equityincen.htm EX-10.1 Document Exhibit 10.1 UNITY SOFTWARE INC. 2020 EQUITY INCENTIVE PLAN PPSU AWARD GRANT NOTICE Unity Software Inc. (the “ Company ”) has awarded to you (the “ Participant ”) the number of performance-based price vesting restricted st

Unity Software (U) rose 3.4% after reporting stronger-than-expected Q2 results, with revenue and adjusted EBITDA exceeding guidance. Analysts upgraded ratings and price targets, citing improved execution in ad-tech and game-services. Investors noted product momentum, including partnerships with Netflix and Vector. Insider sales and mixed hedge fund activity were also reported.

Investing.com reports Unity Software’s Q2 2026 results beat estimates, with revenue of $546M (+6.1%) and adj. EPS of -$0.05. Vector AI revenue reached a $1B+ annual run rate two quarters early, and free cash flow rose to $202M. After earnings, the stock rose about 22%. Four banks upgraded Unity to Buy and set targets around $48-$50.

Unity Software (U) reported Q2 2026 results: total revenue $546.5M (+24% YoY), strategic revenue $486.4M (+38%), adjusted EBITDA $160.2M (29% margin), and free cash flow $202M (+59%). Q3 guidance: revenue $540M-$550M and adjusted EBITDA $185M-$190M. Unity Vector hit a $1B+ annual run rate. Management discussed AI integration and GAAP profitability timing.

Unity (NYSE:U) shares rose 3.3% after the company reported Q2 revenue of $546.5 million, up 24% year over year, and EPS of $0.28, citing strength in advertising. Unity’s CFO said profitability is expected in Q3 2026, earlier than prior guidance. Analysts upgraded and BofA raised its price target to $50; shares later eased to $41.93.

Unity Software’s Q2 earnings call highlighted growth in its advertising and authoring businesses. Strategic Grow revenue rose to $329M (+63% YoY) and Create strategic revenue to $157M (+14% YoY). Unity forecast Q3 strategic revenue of $540M-$550M and adjusted EBITDA of $185M-$190M. Unity also announced Unity 7 (beta Q4 2026, launch Q1 2027) and a multiyear Netflix partnership.

Unity Software reported Q2 2026 revenue of $546.47 million and a net loss of $23.61 million, with a basic loss per share of $0.05. According to the company, adjusted results beat expectations on AI-driven Vector advertising progress. Unity retired ironSource Ads Network, sold Supersonic, and revised its GAAP profitability target for Q3 2026.

FactSet-reported analyst estimates for Unity Software Inc. show the 12-month average price target rising from $43.60 to $46.28, with a range of $28 to $55. Using the Aug. 6 closing price, the target implies about 13% upside. The consensus rating stays “Buy” among 30 analysts (25 Buys, 5 Holds, 0 Sells).

Unity Software shares rose about 5.3% to around $43 after its Q2 results showed revenue growth and improving profitability. Unity reported revenue of $546.47m (+24% YoY), narrowed net loss to $23.61m, improved adjusted EBITDA margin to 29%, and free cash flow of $202m. Management said it pulled forward GAAP net income profitability to Q3 2026.

Stocks were pressured as software and tech shares fell despite expectations for strong Q2 earnings. Bloomberg Intelligence projects Q2 earnings up 23%, with AI spending driving nearly 60% of S&P 500 EPS growth. Datadog, Salesforce, Palantir, and others declined. Memory chipmakers dropped after Sandisk and Western Digital forecast weaker revenue. Rate-hike odds and bond yields also moved.