Added to YB: 2025-10-01
Pitch date: 2025-09-29
U [bullish]
Unity Software Inc.
+8.46%
current return
Author Info
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Company Info
Unity Software Inc. operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Market Cap
$15.7B
Pitch Price
$42.56
Price Target
140.00 (+203%)
Dividend
N/A
EV/EBITDA
-903.27
P/E
-34.97
EV/Sales
9.09
Sector
Software
Category
growth
The Unity ($U) Roller Coaster
U: Stock up 118% in 6mo under new CEO Bromberg after falling to $15. 4B MAU reach creates monetization opportunity. AI threat overblown - LLMs generate content but Unity stitches together final products. Strong XR position w/ Google/Meta partnerships despite Zuck's engine threat. 6.6% position, may trim at $50-55 if fundamentals stagnate.
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