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Unity Software Inc.

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As of 09-26
09-22
Chip Stock InvestorPublished 2026-09-22
“Why We're Hedging AppLovin's 80% Margins”
$UBullish
Take a position in Unity Software as a complementary hedge due to accelerating revenue/margins, strong FCF, and AI flywheel potential.

Unity Software. It's been about a year since we talked about Unity Software.

Let's talk about more what could go wrong, and I think we're gonna take a position again in Unity Software. It's been a year and a half since we covered it, but let's just run this through some of our tools.

09-19
The Motley FoolPublished 2026-09-19
“3 Stocks That Could Become HUGE Takeover Targets in 2026”
$UBullish
Unity is a likely takeover target for AI firms due to its engine and ad data; it also has independent growth potential via Unity Vector.

And now, Rachel, I'm going to move here to arrow number three. As for the third arrow, I will talk about "Unity Software". Okay, first a quick overview before I explain why I think this company might be a target for acquisition.

The focus will be more on the role of artificial intelligence. But Unity Software is a software company, isn't it? Its market value is currently around $20 billion, and we are recording this video in mid-September 2026.

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