AlphaYou
Overview
Smart money at a glance
Filings to Oct 2, 2026Net selling: insiders sold $4.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$4.9M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 5 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Oct 1- 52-wk high
- $52.15
- 52-wk low
- $16.78
- Prev close
- $40.93
- Mkt cap
- $18.01B
- Fwd P/E
- 28.6x
- Beta
- 2.06
- P/S
- 8.9x
- P/B
- 6.4x
- Profit margin
- -29.0%
- Op margin
- -5.2%
- ROE
- -17.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about U filings
Are insiders buying or selling Unity Software Inc (U) stock?
Net selling: insiders sold $4.9M and bought $0 of U stock on the open market in the 90 days to Oct 2, 2026, according to SEC Form 4 filings. $2.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Blum, Alexander (SVP, Chief Operating Officer), who sold $2.9M. The latest filing was on Sep 1, 2026.
Which members of Congress have traded U recently?
None. No member of Congress disclosed a U trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this U smart-money data?
This summary uses filings available on Oct 2, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 3 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (2)
- AQ
AQR
$200.9M
added
- BA
Balyasny
$49.7M
added
Sells/Trims (1)
- CI
Citadel
$91.8M
trimmed
What insiders are doing
What fin-fluencers are saying
How top traders are positioned
No tracked top-trader positions in U right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in $0.06 a share above what analysts expected.
Earnings per share
$0.08 expected
Reports Nov 4, 2026, in 33 days
Estimates as of Oct 1, 2026
EPS expected
$0.29 to $0.40
Revenue expected
19 analysts
Last 30 days
Analysts raising estimates
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $470.6M | $503.1M | $508.2M | $546.5M |
| Cost of what it sold | $120.3M | $129.2M | $351.6M | $111.7M |
| Gross profit | $350.3M | $373.9M | $156.6M | $434.8M |
| What it spent | ||||
| Research and development | $244.4M | $249.7M | $254.4M | $278.3M |
| Sales and admin | $65.9M | $67.1M | $58.2M | $56.3M |
| Other operating costs | $165.9M | $163.5M | $195.4M | $132.4M |
| Total operating expenses | $476.1M | $480.4M | $508.0M | $467.0M |
| What was left | ||||
| Operating profit | -$125.9M | -$106.5M | -$351.4M | -$32.2M |
| Interest on debt | $6.0M | $6.0M | $6.0M | $6.0M |
| Profit before tax | -$117.5M | -$97.1M | -$354.0M | -$20.3M |
| Tax | $8.9M | -$7.7M | -$7.0M | $2.4M |
| Net profit | -$126.4M | -$90.0M | -$346.9M | -$23.6M |
| EBITDA | $24.5M | $40.9M | -$220.7M | $71.2M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
80 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Form 8K Unity Software Inc For: 29 September By Investing.com
NeutralSep 29Unity Software Stock Surges Nearly 5% Overnight On Meta’s New VR, AI Hardware Push
BullishSep 27Unity Software Inc. (NYSE:U) Stock Has Consensus Target Price of $45.16 According to Brokerages
Leans bullishSep 27Unity Software Inc. $U Stock Holdings Increased by Corient Private Wealth LP
Leans bullishSep 26Unity Software Price Target Maintained With a $48.00/Share by Freedom Capital Markets
Leans bullishSep 25Unity Software Inc. (U) Falls More Steeply Than Broader Market: What Investors Need to Know
NeutralSep 24Form 8K Unity Software Inc For: 24 September By Investing.com
NeutralSep 24Unity support lets Meta’s new VR glasses run existing Quest apps
BullishSep 24
Macro
10 macro signals shaping U right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results