Wall Street Upgrades Unity Software to Buy After Strong Q2 and Vector Growth
Deutsche Bank, BofA & Benchmark raise Unity to Buy with $50 targets after blowout Q2 results and sustainable Vector growth.
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BofA: It’s Too Early to Doubt AppLovin’s E-Commerce Advertising Push
Analyst highlights early-stage e-commerce ad growth and strong gaming outlook despite slight slowdown in merchant additions.
Unity Shares Soar After Record Q1 Beat and Strategic Cleanup
Unity (U) shares jump 15% in after-hours trading after beating Q1 2026 guidance. Revenue hits $505–508M and Adjusted EBITDA soars 58% YoY.
Unity Software Explores Sale of Its China Business Unit
Unity Software is considering selling its China operations, potentially valuing the unit over $1 billion, as part of efforts to streamline and focus on core growth areas amid stock challenges.
AppLovin Crushes Q4 Expectations with Strong Beats and Bullish Q1 Outlook
AppLovin (APP) posted impressive Q4 2025 earnings with revenue and profits exceeding forecasts, plus upbeat Q1 2026 guidance—yet shares dipped after hours amid market jitters.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.