Wells Fargo Upgrades Unity Software (U) to Overweight

Wells Fargo analyst Alec Brondolo upgraded Unity Software (NYSE: U) from Equal Weight to Overweight with a price target of $51.00 (from $42.00).

The analyst comments "We upgrade U to O/W on 1) favorable industry backdrop in 2026 and 2) direct exposure to the direct payments migration w/'Unity Commerce'. We raise FY26 grow segment rev growth to +17% y/y from +14% prior on faster industry growth. Unity announced 'Unity Commerce' 10/22 to facilitate the transition from app store to direct payments. We see U as well positioned vs. incumbents Xsolla, Appcharge & Aghanim. Now modeling $55M 2027 Unity Commerce revs, 8% upside vs our prior Create segment revs."

For an analyst ratings summary and ratings history on Unity Software click here. For more ratings news on Unity Software click here.

Shares of Unity Software closed at $44.15 yesterday.

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