AU · rank #16 · 2026-10-21
U
NYSE · $19.07B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.144 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 14 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.206 |
| Analyst upside Consensus target $50.41 | +24.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +37.27% |
| 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 provides a real-time 3D engine and runtime development platform along with Grow advertising and monetization products like Unity Vector.
Rationale
Sell-side target raises and 100% revision agreement are validated by 24% Q2 revenue growth, Vector ad-tech acceleration (+63%), an expected Q3 turn to GAAP profitability, and strategic Alphabet and Meta partnerships.
Material risks
- 1Large game publishers and tech platforms could build proprietary engines, ad stacks, or generative-AI creation tools in-house, commoditizing Unity's core Create capabilities.
- 2Grow ad revenue depends heavily on Vector's execution and platform data access following the ironSource sunset, with a November 2026 convertible note maturity creating near-term capital management demands.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.