Unity Software’s CFO Makes a Major Stock Move!

New insider activity at Unity Software ( (U) ) has taken place on November 7, 2025.

Jarrod Yahes, the Senior Vice President and Chief Financial Officer of Unity Software, recently executed a significant transaction by selling 15,000 shares of the company’s stock. This sale amounted to a total value of $617,244.

Recent Updates on U stock

Unity Software has seen several price target increases following its strong Q3 earnings report, which exceeded expectations. Wells Fargo raised its target due to better-than-expected Q3 EPS and Q4 guidance, along with improvements in Vector performance and a favorable mobile game macro environment. Macquarie upgraded Unity to Outperform, citing broad-based performance gains and solid execution, leading to increased confidence in long-term growth and free cash flow. Goldman Sachs also raised its target, maintaining a Neutral rating, while BofA increased its target despite an Underperform rating, noting that Q3 results slightly weaken their bear case but are insufficient to sustain current valuation. Unity’s Q3 results included a 5% revenue increase, driven by strong performance in AI and Create Solutions, and a positive outlook for Q4 with expected revenue growth.

Spark’s Take on U Stock

According to Spark, TipRanks’ AI Analyst, U is a Neutral.

Unity Software’s overall score reflects strong technical momentum and positive earnings call highlights, particularly in the Grow and Create segments. However, ongoing profitability challenges and valuation concerns weigh on the score. The company’s strategic expansions and product advancements provide a solid foundation for future growth, but regional revenue concentration remains a potential risk.

To see Spark’s full report on U stock, click here.

More about Unity Software

YTD Price Performance: 62.91%

Average Trading Volume: 11,225,413

Technical Sentiment Signal: Buy

Current Market Cap: $17.9B