U Unity Software Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
11:08
Sep 01
Sep 01
William Blair updates its September Conviction List by adding nine stocks and removing eight.
William Blair updates its September Conviction List by adding nine stocks and removing eight, reflecting a routine portfolio rebalancing without explicit directional commentary.
17:49
Aug 18
Aug 18
Author lays out a 300x robotics market thesis, explicitly stating he is heavily invested.
Author lays out a 300x robotics market thesis, explicitly stating he is heavily invested in the body and nutrient enablers and holds the robotic companies, framing all as early long positions.
12:04
Aug 18
Aug 18
The author recalls trimming software picks when sentiment was 'absolutely garbage' and notes they 'would have (so far) ended up being some of my top performers, especially U (Unity),' a concrete data
The author recalls trimming software picks when sentiment was 'absolutely garbage' and notes they 'would have (so far) ended up being some of my top performers, especially U (Unity),' a concrete data point that software planning/Physical AI-adjacent software names have re-rated strongly.
Risk: This is a retrospective observation, not a current position or recommendation; the author trimmed the stake and gives no forward catalyst for Unity.
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
15:29
Aug 12
Aug 12
The author dismisses APP as dead and suggests watching Unity and Zeta instead.
The author dismisses APP as dead and suggests watching Unity and Zeta instead, but offers no explicit position or directional call.
LOW
14:37
Aug 06
Aug 06
Author reflects on the past consensus long APP/short U pair trade without stating a current.
Author reflects on the past consensus long APP/short U pair trade without stating a current position or forward call.
LOW
12:23
Aug 06
Aug 06
The author jokes about selling U too early but explicitly states AEVA is one of their larger.
The author jokes about selling U too early but explicitly states AEVA is one of their larger current positions, easing the pain of that missed gain.
LOW
11:24
Aug 06
Aug 06
Unity reports strong second quarter earnings with revenue up to 546 million dollars and CEO.
Unity reports strong second quarter earnings with revenue up to 546 million dollars and CEO calling it the best quarter in company history.
17:01
Jul 14
Jul 14
Author discloses an existing position in Unity Software (U) as part of a publicly built.
Author discloses an existing position in Unity Software (U) as part of a publicly built Physical AI portfolio, citing software & simulation as a Physical AI vertical.
MED
11:44
Jul 13
Jul 13
The author is publicly building a Physical AI portfolio with over 50% cash.
The author is publicly building a Physical AI portfolio with over 50% cash, taking nine positions across these tickers for a multi-quarter/multi-year timeframe, signaling high conviction in the theme.
12:53
Jul 09
Jul 09
Wells Fargo raises Unity price target to $36 as part of a broad digital/gaming upgrade sweep.
MED
16:42
Jul 01
Jul 01
Author names U (Unity Software) as a robot training/enablement company within a thematic basket.
Author names U (Unity Software) as a robot training/enablement company within a thematic basket he states he is buying, preferring simulation/enablement plays over humanoid OEMs.
MED
05:45
Jun 29
Jun 29
Named as part of a thematic enabler basket for robotics/ML training infrastructure.
Named as part of a thematic enabler basket for robotics/ML training infrastructure; no explicit personal position disclosed by author.
MED
03:59
Jun 11
Jun 11
Author explicitly states they bought three new positions in software stocks for their Physical.
Author explicitly states they bought three new positions in software stocks for their Physical AI portfolio, listing ten tickers as names their screen brought them to, indicating a bullish long bias on the Physical AI theme.
21:18
Jun 07
Jun 07
Author building a Physical AI portfolio cites U (Unity) as a data/simulation layer play.
Author building a Physical AI portfolio cites U (Unity) as a data/simulation layer play benefiting from AI adoption in the physical world.
MED
11:59
Jun 05
Jun 05
US pre-market movers show mixed futures with Mag-7 stocks ranging from MSFT up 0.5% to NVDA.
US pre-market movers show mixed futures with Mag-7 stocks ranging from MSFT up 0.5% to NVDA down 1.4%, while AVGO continues declining after earnings, LULU cuts guidance, and GIII, COO, and U rise on positive results.
12:00
Jun 04
Jun 04
The author outlines a multi-layer Physical AI thematic framework with a watchlist of companies.
The author outlines a multi-layer Physical AI thematic framework with a watchlist of companies but does not disclose current positions or explicit forward calls for any ticker.
LOW
22:56
Jun 01
Jun 01
The author presents a research overview of companies in the training and model development.
The author presents a research overview of companies in the training and model development layer of Physical AI without stating any current positions or forward-looking trade calls.
LOW
01:00
May 29
May 29
The author is screening companies for a Physical AI portfolio but has not yet presented.
The author is screening companies for a Physical AI portfolio but has not yet presented a thesis or taken a position, making this a research watchlist rather than a trade call.
LOW
14:30
May 28
May 28
Unity powers AI world model training
Unity Software is a world model builder with deep physics and 3D rendering capabilities. As AI moves toward AGI and humanoid robots, simulated environments for training become critical, and Unity's engine is one of the best platforms for creating these virtual datasets, making it a unique AI play.
HIGH
21:29
May 24
May 24
The author merely notes a lack of portfolio overlap with a quoted list of Gavin Baker's AI.
The author merely notes a lack of portfolio overlap with a quoted list of Gavin Baker's AI infrastructure holdings, offering no personal directional view or trade endorsement.
21:00
May 06
May 06
AppLovin's plan to monetize IAP-only games with non-competitive ads could significantly increase its inventory supply by converting a subset of the $100B IAP market into hybrid monetization. — As more game publishers like those of the largest IAP titles shift to hybrid monetization, they could unlock a $7.5B+ supply opportunity per year, expanding AppLovin's addressable ad market at the expense of other ad networks.
MED
08:32
Mar 08
Mar 08
AI code gen experiments happening in Three JS means that the future of gaming will end up being.
AI code gen experiments happening in Three JS means that the future of gaming will end up being in-browser/WebGL/Javascript powered.
I think this ends up being an existential threat to Unity and Unreal…
Of course world models might be an entirely new game engine construct. That's just around the corner as well. Either way a lot is about to change in the way that people create 3D experiences in gaming, VR, and beyond.
00:27
Feb 28
Feb 28
Unity (U) is down 60% on the month. The Software sector is the second-worst performer. The "AI displacement" thesis is taking hold: "If you can type something in, you can skip a lot of software." Investors are selling generic SaaS/Software stocks fearing AI agents will replace their utility. SHORT/AVOID legacy Software and SaaS names that lack a clear AI defense moat. Oversold bounce or successful AI integration by legacy firms.
22:24
Feb 17
Feb 17
"We've seen video game stocks get hit after a new Google Gemini launched." Generative AI reduces the barrier to entry for game creation (coding, art assets) to near zero. If consumers can generate their own experiences or if small teams can build AAA-quality games using AI, the valuation premium for large gaming studios and engine providers (Unity/Roblox) collapses due to hyper-competition and margin compression. SHORT. The market views GenAI as deflationary for gaming IP value. These companies may integrate AI tools to lower their own production costs, boosting margins.
17:37
Feb 10
Feb 10
Deirdre notes that when Google released "Project Genie" (AI world generation), "You had Unity, Roblox, Take-Two all falling... The entire US software sector is in freefall." The market views generative AI as a displacement threat rather than an enhancement for US gaming and software incumbents. If AI can generate interactive worlds from a prompt, the value proposition of coding engines (Unity) or existing gaming ecosystems (Roblox) is perceived to be at risk of obsolescence. SHORT. Sentiment is currently punishing US software incumbents as "killable" rather than beneficiaries. AI tools could eventually prove to be margin-accretive for these companies if they successfully integrate them, reversing the narrative.
11:54
Feb 10
Feb 10
Following the Genie 3 release, "Unity... dropped 30%... Roblox... dropped 13%." The speaker notes that AI engines can now emulate games in seconds, threatening the traditional 5-10 year development cycle. If a World Model can generate a playable, interactive environment from a prompt, the value proposition of complex, expensive game engines (Unity) and user-generated platforms (Roblox) diminishes significantly. The barrier to entry for game creation is collapsing to zero. Short/Avoid traditional gaming engines as their "moat" (complex physics and rendering engines) is being eroded by generative AI. Roblox explicitly announced their own world model, suggesting they may pivot successfully; the market sell-off may be an overreaction (oversold bounce).
23:15
Jan 30
Jan 30
Author recommends shorting Unity as a generic/picks-and-shovels name in a pair trade against.
Author recommends shorting Unity as a generic/picks-and-shovels name in a pair trade against valuable IP holdings.
MED
17:45
Jan 30
Jan 30
Unity bullish imbalance targets $58
Buy Unity Software as quarterly and monthly timeframe bullish order imbalances have activated; upside target of $58 with a clear invalidation level below $23.
MED
16:15
Jan 14
Jan 14
Observes Unity plunging on Major Nelson news
Observes Unity shares plunging in response to news regarding Major Nelson, no directional view.
LOW
About U Analyst Coverage
Buzzberg tracks U (Unity Software Inc.) across 19 sources. 4 bullish vs 2 bearish calls from 18 analysts. Sentiment: predominantly bullish (7%). 30 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: DeItaone, __con_, crux_capital_.