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Director Tomer Bar-Zeev of Unity Software Inc (NYSE:U) sold 50,000 shares of common stock on July 3, 2025, according to a recent SEC filing. The shares were sold at prices ranging from $25.00 to $25.21, with an average price of $25.06, totaling $1.25 million. The stock has since climbed to $27.86, showing significant momentum with a 77% return over the past year. According to InvestingPro analysis, Unity appears overvalued at current levels.
Following the transaction, Bar-Zeev directly holds 759,861 shares of Unity Software (ETR:SOWGn). Additionally, Bar-Zeev indirectly holds 2,348,146 shares through Agathy Holdings Ltd. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 4, 2025. With a market capitalization of $11.66 billion and strong liquidity metrics, Unity maintains a current ratio of 2.74. InvestingPro subscribers can access 8 additional key insights and comprehensive financial analysis in the Pro Research Report.
In other recent news, Unity Software reported first-quarter earnings that exceeded expectations, with an adjusted EBITDA of $84 million, marking a 7% year-over-year increase. Subscription revenues also saw double-digit growth, driven by strong industry momentum. Despite these positive financial results, Stifel analysts reduced their price target for Unity Software to $28 from $35, citing conservative guidance for the second quarter. Meanwhile, Macquarie maintained a Neutral rating with a $24 target, acknowledging the successful rollout of Unity Vector, which has improved installs and in-app purchase value by 15-20%.
Morgan Stanley (NYSE:MS) raised its price target for Unity Software to $15, up from $12, following the company’s robust first-quarter performance and improved future margin expectations. However, BofA Securities downgraded Unity Software to Underperform, expressing concerns about the monetization of its game engine. The firm highlighted that only 10% of developers pay for Unity’s services, questioning the financial success of its subscription model.
Additionally, Unity Software faced internal challenges with the resignation of its Chief Technology Officer, Steve Collins, after just six months. The departure adds to previous turbulence, including the resignation of CEO John Riccitiello and significant layoffs. Unity Software’s ongoing transformation and strategic direction remain under scrutiny by investors and industry observers.
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