Unity Software (NYSE:U) is gearing up to announce its quarterly earnings on Wednesday, 2026-02-11. Here's a quick overview of what investors should know before the release.

Analysts are estimating that Unity Software will report an earnings per share (EPS) of $-0.13.

The market awaits Unity Software's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.

It's important for new investors to understand that guidance can be a significant driver of stock prices.

Past Earnings Performance

In the previous earnings release, the company beat EPS by $0.34, leading to a 5.74% drop in the share price the following trading session.

Here's a look at Unity Software's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	-0.14	-0.27	-0.37	-0.37
EPS Actual	0.20	0.18	0.24	-0.30
Price Change %	-6.00	5.00	0.00	1.00

Unity Software Share Price Analysis

Shares of Unity Software were trading at $27.53 as of February 09. Over the last 52-week period, shares are up 49.36%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.

Analyst Opinions on Unity Software

Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Unity Software.

With 10 analyst ratings, Unity Software has a consensus rating of Outperform. The average one-year price target is $51.6, indicating a potential 87.43% upside.

Analyzing Analyst Ratings Among Peers

The following analysis focuses on the analyst ratings and average 1-year price targets of HubSpot, Figma and Circle Internet Group, three prominent industry players, providing insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for HubSpot, with an average 1-year price target of $494.4, suggesting a potential 1695.86% upside.
• Analysts currently favor an Neutral trajectory for Figma, with an average 1-year price target of $42.6, suggesting a potential 54.74% upside.
• Analysts currently favor an Neutral trajectory for Circle Internet Group, with an average 1-year price target of $96.46, suggesting a potential 250.38% upside.

Peers Comparative Analysis Summary

The peer analysis summary offers a detailed examination of key metrics for HubSpot, Figma and Circle Internet Group, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Unity Software	Outperform	5.40%	$350.28M	-3.95%
HubSpot	Buy	20.87%	$676M	0.84%
Figma	Neutral	38.03%	$190.29M	-88.24%
Circle Internet Group	Neutral	65.95%	$162.85M	7.95%

Key Takeaway:

Unity Software ranks at the bottom for Revenue Growth among its peers. It also ranks at the bottom for Gross Profit. However, it ranks at the top for Return on Equity.

All You Need to Know About Unity Software

Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC, and other Americas, and key revenue is derived from the EMEA region. The products are used in the gaming industry, retail, automotive, architecture, engineering, and construction.

Breaking Down Unity Software's Financial Performance

Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.

Revenue Growth: Unity Software displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 5.4%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.

Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of -26.85%, the company showcases strong profitability and effective cost control.

Return on Equity (ROE): Unity Software's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -3.95%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -1.87%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: With a high debt-to-equity ratio of 0.7, Unity Software faces challenges in effectively managing its debt levels, indicating potential financial strain.

To track all earnings releases for Unity Software visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.