http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 05 Jun 2026 08:44:36 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html (Updated - June 5, 2026 8:44 AM EDT) <p>Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.</p><p>Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.</p><p>Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.</p><p>The http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html Fri, 05 Jun 2026 08:44:36 -0400 APP U http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html (Updated - June 5, 2026 8:44 AM EDT) <p>Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.</p><p>Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.</p><p>Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.</p><p>The http://www.streetinsider.com/Hot+Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html Fri, 05 Jun 2026 08:44:36 -0400 APP U http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html (Updated - June 5, 2026 8:44 AM EDT) <p>Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.</p><p>Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.</p><p>Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.</p><p>The http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html Fri, 05 Jun 2026 08:44:36 -0400 APP U http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html (Updated - June 5, 2026 8:44 AM EDT) <p>Edgewater Research upgraded Unity Software (NYSE: U) from neutral to outperform, according to a research note issued by the firm.</p><p>Analyst Joe Whittine cited several factors supporting the upgrade, including improvements in the company's Vector performance and growing market share. The analyst noted that previous concerns about ironSource cannibalization appear to have subsided.</p><p>Whittine highlighted the contribution of D28 for in-app purchases, which has provided up to 20% more scale according to some feedback. The firm expects D28 for in-app advertising and Hybrid return on ad spend to serve as a tailwind over multiple quarters.</p><p>The http://www.streetinsider.com/Upgrades/Edgewater+Research+upgrades+Unity+Software+to+outperform+rating+on+improved+Vector+performance+and+market+share/26608353.html Fri, 05 Jun 2026 08:44:36 -0400 APP U http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html <p>Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.</p><p> </p><h2 data-path-to-node="2">The Ad-Supported Pivot</h2><p> </p><p> </p><p data-path-to-node="3">The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html Fri, 05 Jun 2026 07:55:30 -0400 APP U http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html <p>Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.</p><p> </p><h2 data-path-to-node="2">The Ad-Supported Pivot</h2><p> </p><p> </p><p data-path-to-node="3">The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially http://www.streetinsider.com/General+News/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html Fri, 05 Jun 2026 07:55:30 -0400 APP U http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html <p>Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.</p><p> </p><h2 data-path-to-node="2">The Ad-Supported Pivot</h2><p> </p><p> </p><p data-path-to-node="3">The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html Fri, 05 Jun 2026 07:55:30 -0400 APP U http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html <p>Investing.com -- Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns.</p><p> </p><h2 data-path-to-node="2">The Ad-Supported Pivot</h2><p> </p><p> </p><p data-path-to-node="3">The core driver of the upgrades is a validated channel shift toward In-App Advertising (IAA) and hybrid monetization models. For months, bears have argued that the influx of non-gaming advertisements would cannibalize core gaming revenue and artificially http://www.streetinsider.com/Investing/Unity+and+AppLovin+stocks+jump+on+Edgewater+upgrade+%26amp%3B+ad+pivot/26608409.html Fri, 05 Jun 2026 07:55:30 -0400 APP U http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html <p>Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.</p><p>The analyst comments "We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html Fri, 05 Jun 2026 07:47:25 -0400 APP U http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html <p>Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.</p><p>The analyst comments "We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html Fri, 05 Jun 2026 07:47:25 -0400 APP U http://www.streetinsider.com/Hot+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html <p>Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.</p><p>The analyst comments "We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path http://www.streetinsider.com/Hot+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html Fri, 05 Jun 2026 07:47:25 -0400 APP U http://www.streetinsider.com/Hot+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html <p>Oppenheimer Notes AppLovin (NASDAQ: APP) Structural Moat.</p><p>The analyst comments "We recently met with CloudX founder and CEO Jim Payne. In our meeting, management indicated that CloudX is not built to replace existing SSP/mediation incumbents (AppLovin's MAX and Google AdMob). Rather, it provides new options for publishers and advertisers who want more control and new supply paths, per the CEO. We believe APP's structural moat around AppDiscovery/ROAS/Max remains intact. That said, CloudX is benefiting from lower SDK friction (agentic coding tools), publisher dissatisfaction (with Max and AdMob), and demand alternatives (Meta and Liftoff as anchor demand partners). CloudX's supply-side adoption path http://www.streetinsider.com/Hot+Comments/Oppenheimer+Notes+AppLovin+%28APP%29+Structural+Moat/26608380.html Fri, 05 Jun 2026 07:47:25 -0400 APP U http://www.streetinsider.com/New+Coverage/Piper+Sandler+Assumes+Unity+Software+%28U%29+at+Overweight/26587093.html (Updated - June 2, 2026 6:57 AM EDT) <p>Piper Sandler analyst James Callahan assumes coverage on Unity Software (NYSE: U) with a Overweight rating and a price target of $40.00.</p><p>The analyst comments "We transfer coverage of U at OW and $40 PT. The rebuild of the Grow business is impressive & we think execution continues. Vector success today is driven without proprietary data, which makes new data sources exciting. We view AI risk as overblown and shares are still down ~20%+ from the Genie update in January. Checks are positive on the runtime opportunity and PSC Network Effects shows Unity ad-tech http://www.streetinsider.com/New+Coverage/Piper+Sandler+Assumes+Unity+Software+%28U%29+at+Overweight/26587093.html Tue, 02 Jun 2026 06:57:15 -0400 U http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Assumes+Unity+Software+%28U%29+at+Overweight/26587093.html (Updated - June 2, 2026 6:57 AM EDT) <p>Piper Sandler analyst James Callahan assumes coverage on Unity Software (NYSE: U) with a Overweight rating and a price target of $40.00.</p><p>The analyst comments "We transfer coverage of U at OW and $40 PT. The rebuild of the Grow business is impressive & we think execution continues. Vector success today is driven without proprietary data, which makes new data sources exciting. We view AI risk as overblown and shares are still down ~20%+ from the Genie update in January. Checks are positive on the runtime opportunity and PSC Network Effects shows Unity ad-tech http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Assumes+Unity+Software+%28U%29+at+Overweight/26587093.html Tue, 02 Jun 2026 06:57:15 -0400 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Bromberg+Matthew+S/26569240.html si-local-file:///var/storage/secattach/20260528/26569240.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Bromberg+Matthew+S/26569240.html Thu, 28 May 2026 19:10:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Bromberg+Matthew+S/26569240.html si-local-file:///var/storage/secattach/20260528/26569240.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Bromberg+Matthew+S/26569240.html Thu, 28 May 2026 19:10:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Yahes+Jarrod/26569248.html si-local-file:///var/storage/secattach/20260528/26569248.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Yahes+Jarrod/26569248.html Thu, 28 May 2026 19:10:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Yahes+Jarrod/26569248.html si-local-file:///var/storage/secattach/20260528/26569248.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Yahes+Jarrod/26569248.html Thu, 28 May 2026 19:10:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Boyden+Rebecca+Berenice/26569236.html si-local-file:///var/storage/secattach/20260528/26569236.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Boyden+Rebecca+Berenice/26569236.html Thu, 28 May 2026 19:08:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Boyden+Rebecca+Berenice/26569236.html si-local-file:///var/storage/secattach/20260528/26569236.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Boyden+Rebecca+Berenice/26569236.html Thu, 28 May 2026 19:08:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Blum+Alexander/26569235.html si-local-file:///var/storage/secattach/20260528/26569235.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Blum+Alexander/26569235.html Thu, 28 May 2026 19:06:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Blum+Alexander/26569235.html si-local-file:///var/storage/secattach/20260528/26569235.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Blum+Alexander/26569235.html Thu, 28 May 2026 19:06:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Barrysmith+Mark/26569232.html si-local-file:///var/storage/secattach/20260528/26569232.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Barrysmith+Mark/26569232.html Thu, 28 May 2026 19:05:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Barrysmith+Mark/26569232.html si-local-file:///var/storage/secattach/20260528/26569232.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Unity+Software+Inc.+++++++For%3A+May+26++Filed+by%3A+Barrysmith+Mark/26569232.html Thu, 28 May 2026 19:05:00 -0400 O.10573961 U http://www.streetinsider.com/SEC+Filings/Form++144++++++++Unity+Software+Inc.++++++++++++++++++++Filed+by%3A+Blum+Alexander/26567094.html si-local-file:///var/storage/secattach/20260528/26567094.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Unity+Software+Inc.++++++++++++++++++++Filed+by%3A+Blum+Alexander/26567094.html Thu, 28 May 2026 16:03:00 -0400 O.10573961 U