William Blair analyst Dylan Becker has maintained their bullish stance on U stock, giving a Buy rating on October 30.
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Dylan Becker has given his Buy rating due to a combination of factors that highlight Unity Software’s strong financial performance and growth potential. The company reported impressive third-quarter results that exceeded expectations, with a particularly strong performance in its Grow segment, which saw an 11% sequential growth. This indicates a likely acceleration in their Vector segment, which is estimated to have grown by over 20% sequentially.
Furthermore, Unity Software’s high incremental margins led to an EBITDA performance that was 250 basis points ahead of expectations. This financial strength, combined with a positive outlook for continued growth and expanding margins into 2026 and beyond, reinforces confidence in the company’s strategic direction and management’s execution. Consequently, these factors underpin the Buy rating, reflecting optimism about Unity’s potential for sustained growth and profitability.
According to TipRanks, Becker is a 4-star analyst with an average return of 9.1% and a 55.79% success rate. Becker covers the Technology sector, focusing on stocks such as Autodesk, Clearwater Analytics Holdings, and Unity Software.
In another report released on October 30, Wedbush also reiterated a Buy rating on the stock with a $42.00 price target.