As previously reported, Oppenheimer upgraded Unity (U) to Outperform from Perform with a $38 price target. The firm says that the recent selloff, driven by fears that “world models” like Google’s (GOOGL) Project Genie will displace game engines, is fundamentally misplaced and ignores the distinct architectural role Unity plays in development. Oppenheimer views the current valuation as disconnected from the company’s improving fundamentals, specifically the successful re-acceleration of the Grow segment via the Vector, and disciplined cost management. The firm views the current risk/reward profile as favorable. Further, Oppenheimer believes Unity will see accelerating revenue growth and margin expansion in 2026, validating its role not as a victim of AI, but as a primary platform for its development.
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