Unity shares jumped 26% on Mar 27, 2026 after Q4 revenue of $1.15bn (up 18% YoY) and a stronger-than-expected ad performance; market cap rose ~$8.7bn (Yahoo Finance).

　UnitySoftwareが，中国事業の売却を含む戦略的選択肢を検討していると，BloombergLawが報じた。報道によれば，当該事業の評価額は10億ドル（約1500億円）を超える可能性があるという。経営再建を進める同社にとって，中核事業への集中と財務基盤の強化につながる可能性もあり，市場の関心が集まりそうだ。

Investing.com -- Unity Software (NYSE:U) stock rose 8% in pre-market trading Wednesday after Jefferies analyst Brent Thill raised his price target on the gaming software company to a Street-high $35 from $29 previously. The upgrade follows improving sentiment around Unity’s Vector product, with Thill noting an increase in positive mentions to 9 in the second quarter from 7 in the first quarter. The analyst also highlighted that Return on Ad Spend (ROAS) lift improved to the 10%-20% range, up from 5%-7% in the previous quarter. "We expect the impact of Vector to be seen over multiple quarters, and are overall encouraged by the quarter-over-quarter improvement," Thill wrote in his note to clients. The analyst also observed that 2025 share intent increased to 119 basis points YoY from 19 basis points in the first quarter survey. On Unity’s engine business, Thill pointed out that Unity 6 usage is approaching 50% of respondents and is now the most-used Unity engine, indicating stable growth in the company’s Create segment. "We raise ’25 and ’26 rev by 2% and 3% respectively, driven by Grow improvement," Thill noted. The analyst now forecasts Unity’s Grow segment to increase 2% YoY in 2025, revised from a previous estimate of -1%, and projects 10% YoY growth in 2026, up from 8% previously. Jefferies also raised its EBITDA estimates by 11% and 9% for 2025 and 2026, respectively, with the new price target based on 32 times 2026 estimated EBITDA. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. Before you buy stock in U, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is U one of them?

Why Unity Software Stock Skyrocketed This Week  Nasdaq