Wall Street analysts maintain a bullish outlook on Unity Software, driven primarily by the company's AI-driven 'Grow' segment. Firms including BTIG and Piper Sandler recently reiterated buy ratings. They cite the healthy mobile app advertising market and the platform's untapped potential as key reasons.
Unity's third-quarter results showed a stabilizing core business. The company also reported significant growth within its AI-powered advertising network.
This optimism is tempered by recent insider selling. The sales contributed to a stock price dip at the start of the year, introducing caution for investors. Unity made no major announcements on January 2, 2026.