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Feb 12, 2026 12:10 PM

Unity Software's Shares Fall On Disappointing Q1 Guide, ironSource Headwind

Shares of Unity Software Inc (NYSE:U) came under pressure in early trading on Thursday, even after the company reported upbeat fourth-quarter results.

Here are the key analyst insights:

Wedbush analyst Alicia Reese maintained an Outperform rating but cut the price target from $37 to $30.

BTIG analyst Clark Lampen reiterated a Buy rating but slashed the price target from $60 to $41.

Check out other analyst stock ratings.

Wedbush: Unity Software reported total revenue of $503 million and adjusted EBITDA of $125 million. It topped consensus estimates of $489 million and $118 million, respectively. The results were overshadowed by soft guidance for the first quarter, Reese says.

Management guided to revenue of $480-$490 million and non-GAAP EBITDA of $110-$115 million. ...