Goldman Sachs analyst Eric Sheridan maintained a 'Hold' rating on Unity Software with a price target of $38.00 on October 15, 2025. The rating reflects a balanced view of the company's position, acknowledging its potential to reaccelerate topline growth following the disruption caused by the 2023 Runtime Fee implementation. This anticipated growth is expected to be driven by gains in its Grow segment, particularly with the scaling of the Vector AI platform. However, the report also highlights uncertainties regarding the new platform's ability to enhance advertiser outcomes and gain widespread adoption against competitors. The analysis suggests that Unity's significant growth potential in the expanding global gaming market might already be reflected in its current stock price, leading to a neutral risk/reward assessment. Additionally, the report notes that corporate insider sentiment on the stock is negative based on recent activities.