Multiple analyst firms lowered their price targets for Unity Software on February 12, 2026. The revisions followed the company's fourth-quarter 2025 earnings report and disappointing first-quarter 2026 guidance. Unity shares fell sharply on February 11 after revenue and EBITDA forecasts missed market expectations.
BTIG reduced its price target to $41 from $60. Jefferies cut its target to $30 from $55. Citizens lowered its target to $37 from $50. Needham also decreased its price target to $35.
Despite the lower targets, BTIG, Jefferies, and Needham maintained their Buy ratings. Citizens reiterated its Market Outperform rating. Analysts noted that underlying operational momentum remains positive despite current headwinds.