William Blair analyst Dylan Becker has maintained their bullish stance on U stock, giving a Buy rating today.
Dylan Becker has given his Buy rating due to a combination of factors that highlight Unity Software’s promising outlook. The company’s recent first-quarter results surpassed expectations in both its Create and Grow segments, indicating strong performance. Additionally, Unity successfully launched its Vector model ahead of schedule, which has already shown positive outcomes in terms of monetization and user acquisition. The release of Unity 6 has further bolstered the Create business, suggesting continued growth potential.
Furthermore, despite some ongoing challenges, Unity’s management is building a reputation for operational discipline and innovation, which is fostering trust among customers and investors. This strategic execution positions the company well for a more stable financial framework by 2025 and potential accelerated growth into 2026. As such, Becker maintains a positive outlook on Unity’s capacity to enhance its market position, justifying the Buy rating.
Becker covers the Technology sector, focusing on stocks such as Manhattan Associates, Sapiens, and Procore Technologies. According to TipRanks, Becker has an average return of 8.7% and a 61.45% success rate on recommended stocks.
In another report released today, Wedbush also reiterated a Buy rating on the stock with a $31.50 price target.