Unity Software专注于Jefferies升级的背面

2025-05-30 21:15

Unity Software (NYSE:U) was in focus on Friday as Jefferies upgraded the software company, citing several reasons, including an improved Vector ad model.
“We are upgrading U based on the view the improved Vector ad model can drive accelerating rev growth in FY26 and beyond,” analyst Brent Thill wrote in a note to clients. “While early, the green shoots we're seeing from Vector, upcoming feature upgrades, and new [management] give us confidence in at least HSD% rev growth in FY26. With high incremental EBITDA margins in the Grow business, we believe the risk-reward is favorable as see potential for significant EBITDA upside.”
Thill raised his rating on Unity to Buy from Hold and upped his price target to $29 from $22.
Aside from the growth acceleration tied to Vector, Thill said Unity is seeing stability in its Create segment, which should set the path for double-digit percentage growth; a renewed focus on cost discipline, which should boost margins to 50% or more; a renewed confidence in the company's management, with 100% of the C-Suite having turned over since the ironSource acquisition 2.5 years ago; and a “reasonable” valuation, given the growth potential.

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