Added to YB: 2024-12-23
Pitch date: 2024-12-21
U [bullish]
Unity Software Inc.
+104.24%
current return
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
$20.4B
Pitch Price
$22.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
118.00
P/E
-33.97
EV/Sales
10.15
Sector
Software
Category
turnaround
Unity Software: The Worst Is (Finally) Over, Multibagger Upside From Here
U: Long thesis at $23 (down 89% from ATH). Dominant game engine, 60%+ mobile share, interoperability edge vs Tencent-tied Unreal. Post-turnaround: new mgmt, massive cost cuts, Q3 beat/raise. Catalysts: gaming rebound, shift from proprietary engines, demographic tailwinds. 26x fwd EPS, $1.4B cash, $100M+ quarterly FCF. Spotify-like multibagger upside; risks: SBC, GAAP losses, M&A missteps, execution.
Read full article (25 min)