Unity upgraded to Buy at Jefferies on accelerating revenue growth expectations

As previously reported, Jefferies upgraded Unity (U) to Buy from Hold with a price target of $29, up from $22, based on the view that the improved Vector ad model can drive accelerating revenue growth in FY26 and beyond. While acknowledging it is early, the firm says green shoots being seen from Vector, upcoming feature upgrades, and new management give it confidence in at least high-single digit percentage revenue growth in FY26 and it believes the risk-reward is favorable as it sees potential for “significant EBITDA upside.”

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