Unity price target lowered to $32 from $38 at Oppenheimer

Oppenheimer analyst Martin Yang lowered the firm’s price target on Unity (U) to $32 from $38 and keeps an Outperform rating on the shares. The firm notes Unity delivered Q4 revenues/adjusted EBITDA ahead of consensus, driven by mid-teens sequential growth in Vector and 16% year-over-year growth in Create. However, Q1 2026 revenue guide of $485M is below FactSet consensus of $492M. The negative surprise reflects expected declines in the legacy ironSource ad network and lower contribution from Supersonic game publishing business.

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