← Analyst Upside
AU · rank #14 · 2026-10-20
U
NYSE · $19.07B (USD)
SignalBuy1.7strength 1.7 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.327 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 14 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.193 |
| Analyst upside Consensus target $50.41 | +24.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +34.88% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.54 |
| Gross margin TTM | +76.1% |
| 52w high | $52.15 |
| Market cap (USD) | $19.07B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Unity Software Inc. provides a cross-platform real-time 3D development engine and monetization tools, including the Unity Ads Network and Vector platform.
Rationale
Unanimous positive estimate revision agreement and six target raises in 30 days are backed by 38% Strategic revenue growth, Vector ad network scaling, and expanding adjusted EBITDA margins.
Material risks
- 1Major publishers or tech platforms developing in-house creation engines or commoditizing generative-AI game creation workflows could erode Unity's developer retention and pricing power.
- 2High debt load from $2.24 billion in convertible notes maturing in November 2026 and sensitivity to mobile advertising privacy changes create near-term execution risk.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed