HSBC downgraded Unity Software Inc (U) to Hold from Buy on September 29, 2025. The stock is currently priced at $38.91.
This downgrade underscores increased caution regarding Unity's outlook, potentially reflecting concerns about competitive pressures, market conditions, or execution risks that could impact the company's performance.
Unity Software, headquartered in San Francisco, California, specializes in developing video gaming software. The company offers a suite of tools across various platforms, including mobile, PC, and console, as well as extended reality (XR). With a market capitalization of $16.4 billion and a trailing twelve-month EPS of -1.05, Unity continues to support creators throughout the development lifecycle with its Create and Grow Solutions.
Upcoming earnings reports are scheduled for August 4, 2026, with an estimated EPS of -$0.16 on revenue of $517.0 million, and May 5, 2026, with an estimated EPS of -$0.19 on revenue of $498.1 million.
Analyst ratings provide professional opinions based on research and financial models, but these assessments reflect assumptions that may not materialize as expected. As of November 1, 2025, the analyst consensus for Unity is a Buy, with 7 Strong Buy, 10 Buy, 15 Hold, 1 Sell, and 1 Strong Sell ratings. Recent analyst actions include HSBC's downgrade and several firms maintaining their ratings in August 2025.