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Smart Money Is Betting Big In Unity Software Options - Unity Software (NYSE:U)
Benzinga· 2026-02-26 19:00
Investors with a lot of money to spend have taken a bearish stance on Unity Software (NYSE:U).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with U, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 1 ...
微信可快速查找图片包含的聊天,库克宣布Macmini首次在美生产,传Unity或售中国业务,传Stripe或收购PayPal业务,这就是今天的其他大新闻
Sou Hu Cai Jing· 2026-02-25 16:35
今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 ( IT 之家)2 月 25 日消息,微信派官方今日发文,介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能,还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能,用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」,然后依次点击「 我的二维 码-面对面收照片和文件 」,此时对方扫描二维码即可发送相关文件。 有网友表示,实测下来,这一功能必须要打开 WLAN 才能使用,传输速度比较快,100 多M的视频几秒钟就传完了,适合面 对面分享大内存文件。 :记性不好的人有救了。 库克宣布 Macmini 首次在美生产 ( 新浪科技)2 月 24 日,苹果 CEO 蒂姆 · 库克在社交平台发文称,作为公司 6000 亿美元投资计划的一部分,Mac mini 将于 今年晚些时候首次在美国生产。 据媒体报道,这是自 2013 年 Mac Pro 在美国本土生产失利后,苹果又一次将核心硬件生产线迁回美国的 ...
Unity Software被曝探索中国业务战略调整,或启动超10亿美元出售谈判
Xin Lang Cai Jing· 2026-02-25 08:41
来源:环球网 【环球网科技综合报道】2月25日消息,据彭博社援引知情人士消息,全球知名3D游戏开发引擎提供商 Unity Software正评估其中国业务的多种战略选项,其中包括潜在的出售计划。 知情人士透露,Unity Software已委托专业顾问团队协助评估中国业务的潜在买家兴趣。作为全球游戏 开发领域的核心工具提供商,Unity在中国市场拥有广泛用户基础,其引擎被广泛应用于手游、端游及 虚拟现实(VR)内容开发。 据相关人士称,Unity Software对中国业务的估值预期超过10亿美元,但具体金额将取决于买家报价及 谈判进展。报道强调,目前相关磋商仍处于早期阶段,尚未与任何潜在买家达成最终协议,交易存在不 确定性。(青山) ...
消息称Unity考虑出售中国业务,估值有望超10亿美元
Sou Hu Cai Jing· 2026-02-25 04:00
报道称,这家总部位于旧金山的 3D 游戏公司正与一位顾问合作,评估 Unity 中国的潜在兴趣。据相关 人士称,Unity Software 可能希望对中国业务进行超过 10 亿美元(IT之家注:现汇率约合 68.89 亿元人 民币)的估值。 IT之家 2 月 25 日消息,据彭博社今日报道,知情人士透露,Unity Software 公司正在考虑其中国业务的 多种选项,包括可能出售中国业务。 Unity Software 的股价今年以来下跌逾 60%,抹去了 2025 年的涨幅。 报道提到,目前相关磋商仍在进行中,尚未达成任何最终协议。Unity 官方代表对此拒绝置评。 ...
Unity (U) Well Positioned for Ad Network Market Share Boost
Yahoo Finance· 2026-02-20 16:37
Group 1 - Unity Software is considered one of the 12 oversold software stocks to invest in, with an Overweight rating maintained by Wells Fargo analyst Alec Brondolo, despite a price target reduction from $54 to $38, indicating an upside potential of over 103% [1] - The recent financial results were negatively impacted by weak performance in the Ironsource division and higher-than-expected seasonality in the Create business, but the analyst remains optimistic due to expected runtime data that could enhance its Ad Network market share [2] - Goldman Sachs analyst Eric Sheridan reiterated a Neutral rating on Unity Software, lowering the price target from $47 to $27, which still implies more than 44% upside [3] Group 2 - The company's fourth-quarter results exceeded revenue and adjusted EBITDA estimates, but first-quarter guidance fell short of expectations, indicating short-term challenges [4] - Unity Software provides tools for developing interactive real-time 2D and 3D content across various platforms, supporting developers throughout the development lifecycle with its AI-enabled platform [5] - The company is focusing on strategies for revenue and margin growth in game creation, distribution, and in-game monetization, while also exploring opportunities within the China-based ecosystem [4]
Down Over 30% This Year: Analysts Double Down on These 3 Beaten-Down Stocks
Yahoo Finance· 2026-02-20 11:10
Unity’s own users have access to a range of interactive connections, including livestreams and discussions, to get the most out of the platform by finding out what other users are doing with it. It’s part of Unity’s overall commitment to providing transparency in the service.A short trip through Unity’s website shows that the company can offer a wide range of services, including 2D and 3D game creation, user acquisition apps so that creators can bring in an audience, and monetization apps that allow creator ...
Unity Software (U) Tops Q4 Estimates but Faces Q1 Revenue Reset, Benchmark Maintains Hold
Yahoo Finance· 2026-02-20 08:44
Group 1 - Unity Software Inc. ranks among billionaire Stanley Druckenmiller's 10 best stock picks, with a fourth-quarter revenue of $503 million, up 10% year-over-year, exceeding the forecast of $492.8 million [1] - The company's adjusted EBITDA for the fourth quarter was $125 million, with a 25% margin, surpassing the average estimate of $117.8 million [1] - Despite strong fourth-quarter results, management projected first-quarter revenue between $480 million and $490 million, indicating a potential reset [2] Group 2 - Benchmark argues that Unity's position in the AI revolution is misguided, suggesting the company is part of an older development and ad tech stack vulnerable to disruption by advanced AI models [3] - Unity operates a platform for creating and growing games and interactive experiences across various devices, including mobile phones, PCs, consoles, and extended reality devices [3] - While acknowledging Unity's investment potential, Benchmark believes other AI stocks may offer greater upside with less downside risk [4]
Cathie Wood Is Selling Unity Software Stock Amid an ‘Apocalypse.’ Should You?
Yahoo Finance· 2026-02-19 19:18
Popular investor Cathie Wood sold shares of software company Unity Software (U). Wood’s investment machine, Ark Invest (ARKK), shed over 486,000 shares of Unity’s stock, most likely to reduce exposure to the software industry. Additionally, Ark Invest has expanded its exposure to crypto-linked platforms, fintech, and gene editing. The software industry is facing growing concerns about artificial intelligence (AI) replacing software use. The market faced renewed concerns after AI firm Anthropic released n ...
Deutsche Bank Lowers Unity Software (U) PT to $30 While Maintaining Hold Rating
Yahoo Finance· 2026-02-18 14:28
Unity Software Inc. (NYSE:U) is one of the best stocks under $50 to invest in. On February 13, Deutsche Bank analyst Benjamin Black reduced the firm’s price target on Unity from $45 to $30 while maintaining a Hold rating. A day before that, Needham lowered its price target on Unity to $35 from $50 with a Buy rating following the company’s Q4 results. The firm highlighted positive execution regarding Vector and noted double-digit sequential growth and expectations for continued momentum throughout FY26. A ...
Unity Software Inc. (U) Shares Plummet Following Weak Q1 Revenue Forecast
Insider Monkey· 2026-02-15 04:52
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]