These Analysts Boost Their Forecasts On Unity Software After Better-Than-Expected Q2 Results

Unity Software Inc (NYSE: U ) on Thursday posted upbeat second-quarter 2026 financial results and issued strong third-quarter guidance. For the second quarter, Unity reported revenue of $546.47 million, reflecting a 24% year-over-year increase. This easily topped analyst consensus estimates of $514.61 million. Adjusted EPS arrived at 28 cents per share, beating the consensus estimate for a loss of 9 cents per share. Looking ahead, Unity projected third-quarter strategic revenue between $540 million and $550 million, ahead of Wall Street consensus estimates of $538.79 million. Third-quarter adjusted EBITDA is expected to reach $185 million to $190 million, up 69% to 74% year-over-year. “This was arguably the best quarter in Unity’s history as a public company,” said Matt Bromberg, President & CEO of Unity. “The ongoing success of Unity Vector AI, combined with the mos...