Added to YB: 2026-08-07
Pitch date: 2026-08-05
U [neutral]
Unity Software Inc.
+13.33%
current return
Author Info
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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
$15.5B
Pitch Price
$36.01
Price Target
58.85 (+66%)
Dividend
N/A
EV/EBITDA
99.07
P/E
-26.06
EV/Sales
N/A
Sector
Software
Category
turnaround
Ideas Hub #1: Unity Software (NYSE: U)
U (watchlist): Leading game engine (70%+ top 1,000 mobile games) recovering from ironSource merger, Runtime Fee debacle & mgmt turnover. New CEO Bromberg (ex-Zynga) simplifying ads via Vector—now $223M Q1'26 rev (44% of total, 80%+ GM, ~15% QoQ growth 4 straight qtrs). Vector leverages proprietary in-game data vs AppLovin; experts cite up to 5x ROAS, potential 80% wallet share. Mgmt sees $1B+ Vector rev 2026 vs conservative consensus. SBC dilution concern eased (reserve cut to 2.5%). Valuation not cheap, but AppLovin-style flywheel could be inflection.
Read full article (15 min)