Unity Software

Unity Software’s compensation committee approved a special grant of 880,000 performance- and price-dependent restricted stock units to CEO Matthew Bromberg. The units are split into three tranches with vesting dates of August 17, 2027, August 17, 2028 and August 17, 2029, and are tied to volume-weighted average price thresholds of $50.00, $60.00 and $75.00 over 30 consecutive trading days; the performance period ends on August 17, 2031. Unvested tranches generally lapse on departure, with exceptions for involuntary termination without cause, death, disability or a change in control. Unity also reported strong Q2 results with improved adjusted earnings and revenue growth driven by the Vector AI engine, leading several analysts to raise their price targets. » More on de.investing.com

Unity Software reports a significant profit jump (EPS beat) and raises its revenue forecast for the third quarter, strengthening the fundamental momentum. Deutsche Bank upgrades the rating from Hold to Buy and sets a price target of 50 USD. The combination of strong results and the analyst upgrade triggered heavy buying pressure. » More on finanzen.net

The Unity Software share jumped in premarket trading, extending a 15% rally after the company reported a strong second quarter. Revenue rose to $546m (+24% y/y) and adjusted EBITDA reached $160m with a 29% margin (+800 basis points). The ad platform Vector showed particularly strong growth (23% q/q, 90% y/y) and prompted upgrades from Deutsche Bank, BofA, HSBC and Benchmark with substantially higher price targets. Analysts view Vector as a sustainable growth driver but also warn of long‑term risks such as AI disintermediation and the planned Unity 7 engine rollout in 2027. » More on de.investing.com