Added to YB: 2026-06-02
Pitch date: 2026-03-30
U [bullish]
Unity Software Inc.
+47.2%
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
$13.3B
Pitch Price
$20.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
135.69
P/E
-19.32
EV/Sales
7.15
Sector
Software
Category
turnaround
Unity Software Inc. - $U
U: Turnaround working as Grow segment hits hypergrowth—Q1 2026 prelim rev $505-508M (+~16% YoY) w/ 65-70% incremental EBITDA, EBITDA $130-135M. New Vector ad network is Unity's AppLovin answer, benefiting as advertisers seek APP alternative. Sunsetting ironSource, divesting Supersonic to go all-in. ~4x 2026 rev for 30-40% grower = cheap. Catalysts: Vector growth, divestitures.
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