Added to YB: 2026-06-15
Pitch date: 2026-06-10
U [bullish]
Unity Software Inc.
Author Info
No bio for this author
Company Info
Unity Software Inc. operates a platform to develop, deploy, 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
$11.9B
Pitch Price
N/A
Price Target
75.00
Dividend
N/A
EV/EBITDA
121.77
P/E
-17.27
EV/Sales
6.41
Sector
Software
Category
growth
I Bought Unity. Here's My Honest Case For It.
U: Bought initial stake (above $27 fair value at $29). Q1'26 GAAP $347M loss masks $279M one-time impairments; adj EBITDA $138M (27% margin), FCF $66M. Vector AI ad engine +49% YoY with in-game data moat vs AppLovin. Base case 55%: 12% IRR; bull 30%: 30%+. Physical AI free option. SBC 15% risk.
Read full article (5 min)