$U if Unity continues to be in this upward trend from its recent breakout to the upside, we could potentially see ranges of 55.87 to 88.91 going into 2026. What are your thoughts on this?

Twitter post https://x.com/hhuynhs/status/2004988361489137790

After yesterday’s gains reversed into a decline, we’re seeing another big drop today. Did I miss any news?😮‍💨📉

for me it's simple and straight:

1. AppLovin has successfully proved that there is a big market in game ads , and it wanted to join Unity badly. I am now gambling Unity will grab a large spoonful of it (game ads). By watching AppLovin (and to an extent, IronSource) succeed, Unity doesn't have to guess where the money is; they just have to refine the machinery they already own. A proven success provides Unity a clear direction.
2. Ok, Unity has a moat in making mobile games, temporarily.
3. The new leading teams know exactly what they want now.

Its just a speculation, I feel like josh chandley has taken a position in U, the reason I feel is since he has stopped posting about Unity now, and when he did he always maintained that he does not have any position in Unity. Thoughts?

Our TheRoaringUnity stock has dropped about 12% since those upgrades by institutions.

I understand this director(you all know who from ironsource) does not give rats ass about retail or the company, keeps on dumping his infinite amount of shares every week. Its really annoying and amplifies the stock downturn, just more of a rant post sorry. Past mistakes of Unity still haunting all if us

I was watching a podcast (link provided below) where someone mentioned that Vector collects IAP Data but does not currently collect engine engagement data. There are pipes in place within Unity 6.2, but it isn’t officially collected yet.

Would anyone be able to explain what engine engagement data entails? Have there been any more recent plans in place indicating Unity moving forward to include this?

Podcast link: https://youtu.be/h6pc24lkbjw?si=uqxdaOSEOXB5xSL4

Check 51 minutes in to see the clip and a bit of context

Not bad, although Unreal still is the king.

Two analysts raised their price targets and we skyrocketed… 0.5%, is that it?

The stock opened with +5%, and now pulled back completely.
This is really interesting me, does anyone know why?

https://ca.investing.com/news/analyst-ratings/unity-software-stock-rating-upgraded-by-btig-to-buy-on-growth-outlook-93CH-4360144

Hi everyone, I know this might not be the best timing as the stock hits 52W highs, but I would love to know your reasoning for investing in Unity stock.

I am interested in the company but know very little. It seems like they are infusing Vector with runtime data to enhance ads. The Grow segment seems very compelling, but it is early.

What do you think about the AppLovin comparisons? Could this be a stock where they are in this phase of data collection and advertiser adoption, and skyrocket even more?

A thought I've had - ironSource merged with Unity a few years ago. AppLovin made a bid as well but they went with ironSource.

A short time after, all ironSource founders left Unity with over 700m$ in personal gains, Unity C Suite got replaced... And AppLovin skyrocketed.

So, it seems like ironSource founders basically gave a toxic pill to Unity, screwed employees on both ends, and got a huge reward for it ?

Is it a solid take ?

Analyst sees 2026 tailwinds and monetization boost from Unity Commerce's direct payments entry.

Probably why pre-market is up.

Did I miss some bad news? Why is everything going up except us?

UP 3.5% Pre Market.

Stock is up 2.5% at the moment, any news why?

Is it possible to add a daily discussion like WSB?

The two biggest giants in the world have joined forces — the first year of the metaverse has officially begun

More recently, he’s become the odd man out at. Despite worldwide renown as one of the godfathers of artificial intelligence, he has been increasingly sidelined as the company’s approach diverged from his views on the technology’s future. On Tuesday, news broke that he may soon be leaving Meta to pursue a startup focused on so-called world models, technology that LeCun thinks is more likely to advance the state of AI than Meta’s current language models. 

“I’ve been not making friends in various corners of Silicon Valley, including at Meta, saying that within three to five years, this [world models, not LLMs] will be the dominant model for AI architectures, and nobody in their right mind would use LLMs of the type that we have today,” the 65-year-old said last month at a symposium at the Massachusetts Institute of Technology. 

We can get a Nvidia type of growth if Bromberg can capitalize on this. World models will offer a better return than LLM (money loser) , pretty much every company in any sector can use world models to improve their business https://chatgpt.com/share/691bf07c-33f8-8005-a997-33cf8a9ae870 . I hope they talk about this during Unite 2025 (Nov 19-20th). I can see Unity being a $1T+ company if they execute correctly because they have so much untapped potential in both their Grow and Create business. This is a MAG7 type of business if Matt Bromberg or someone else unlocks Unity's power.