Unity Software Inc.(U)今日盘中大涨5.07%,引发市场广泛关注。
据国泰君安证券最新研究报告,Unity Software将于2025年第二季度推出新的广告平台Unity Vector,并预计在第三季度开始为公司带来收入。这令分析师上调了公司2025年和2026年的总收入预测,分别至18.60亿美元(+3%)和22.07亿美元(+14%),并首次引入了2027年收入预测为25.58亿美元。
报告认为,新广告平台Vector将助力公司广告业务Grow板块加速增长,2025-2027年Grow收入预计将分别达到12.15亿美元(+7.5%)、14.59亿美元(+26.5%)和17.5亿美元。但同时,公司主营的创作业务Create收入增速或将放缓。总体而言,分析师看好公司前景,将Unity Software目标股价上调至34.45美元。
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