Unity: A Meltdown Worth Buying - Robust GameDev/AdTech Monetization Prospects [Seeking Alpha]
Unity Software Inc. (U)
Company Research
Source: Seeking Alpha
These reasons are also why U has been able to actively monetize the growing developer/user/installed game base through ads, with Grow Solutions increasingly being a top-line driver. This is especially since Vector has delivered +72% YoY ad-related revenue growth in January 2026, with the end of 2026 expected to bring forth quarterly revenue run-rate of over ~$1B. Thanks to the recent meltdown by over -50%, U is a lot more compelling here, compared to its diversified GameDev/AdTech peers and the sector medians. I see an excellent +90% long-term upside to a $42 price target, but recommend patience for a double bottom near $18s amid ongoing volatility. EKKAPHAN CHIMPALEE/iStock via Getty Images I previously covered Unity Software Inc. U ) in November 2025, discussing why I had downgraded the U stock to a Hold then, despite the promising FY2026 growth prospects and the richer free cash flow This article was written by Analyst's Disclosure: I/we have a beneficial long positi
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U
News
- Unity Software shares plummet on weak first quarter guidance [Yahoo! Finance]Yahoo! Finance
- Unity Software (NYSE:U) had its price target lowered by analysts at Citigroup Inc. from $52.00 to $43.00. They now have a "buy" rating on the stock.MarketBeat
- Unity Software (NYSE:U) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $47.00 to $27.00. They now have a "neutral" rating on the stock.MarketBeat
- Down 49% in 4 Weeks, Here's Why You Should You Buy the Dip in Unity Software (U) [Yahoo! Finance]Yahoo! Finance
- Unity Software (NYSE:U) had its price target lowered by analysts at Citizens Jmp from $50.00 to $37.00. They now have a "market outperform" rating on the stock.MarketBeat
U
Earnings
- 2/11/26 - Beat
U
Sec Filings
- 2/13/26 - Form SCHEDULE
- 2/12/26 - Form 3
- 2/11/26 - Form S-8
- U's page on the SEC website