AU · rank #11 · 2026-10-23
U
NYSE · $19.07B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.327 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 14 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.207 |
| Analyst upside Consensus target $50.41 | +25.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +37.96% |
| 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 real-time 3D game engine and development tool suite (Create) alongside player acquisition and ad monetization solutions (Grow) for software creators.
Rationale
Unanimous sell-side revisions (100% agreement, 6 target raises in 30 days) are backed by fundamental momentum including a 12.4% Q2 earnings beat, a shift to net cash, and accelerating Q3 Strategic Revenue guidance of 44%–47% YoY.
Material risks
- 1Rapid adoption of competing generative-AI tools or in-house developer solutions could commoditize Unity's core editor workflows and undermine developer monetization.
- 2The newly launched Unity Spark browser tool currently lacks project export or monetization capabilities, delaying near-term conversion into core Create segment revenue.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.