Unity Software Inc. (NYSE: U) received an analyst upgrade on December 1, 2025, with Arete raising its rating on the stock to Buy from Neutral. The firm also set a price target of $48 for the shares. This positive rating change comes at a time of varied analyst opinions, with the consensus rating for Unity currently being a "Hold" with an average price target of $38.52. This upgrade follows other recent positive actions, including upgrades from Macquarie and Morgan Stanley in November. The news also coincides with reports of new institutional investment, such as Jefferies Financial Group taking a new position in the company during the second quarter. However, insiders have recently been net sellers of the stock. No significant market reaction to the Arete upgrade has been reported.