Unity Software: Measure Twice!

Silver Lake and Saudi Arabia's Public Investment Fund are reportedly in talks to acquire Unity Software at an initial valuation of $25 billion (~$55/share). The Motley Fool believes this undervalues the company, particularly its Vector AI advertising engine which grew 126% YoY. Unity achieved its first GAAP profit with 32% revenue growth, supported by 3 billion monthly players providing training data for Vector. The analysts estimate a fair valuation around $33 billion and recommend the board hold out for more if an offer materializes, while remaining happy to hold shares in an independent Unity.

11/11/2026, 3:50 PM • The Motley Fool

Breakfast News: Unity Software – Measure Twice!

Silver Lake and Saudi Arabia's Public Investment Fund are reportedly in talks to acquire Unity Software at a reported $25 billion valuation (~$55/share). The Motley Fool believes this undervalues the company and suggests $75.04/share is more appropriate given Unity's strong Vector AI advertising engine growth (126% YoY) and path to profitability. Meanwhile, CoreWeave's strong revenue growth (168%) and massive backlog reassure on AI demand, but its $709M loss and $46.9B debt raise questions about sustainability. Anthropic's IPO valuation came in below expectations, signaling investor caution on AI spending and returns.

11/11/2026, 7:30 AM • The Motley Fool

AppLovin Shares Surge as Revenue Continues to Soar. Is It Too Late to Buy the Stock?

AppLovin stock surged after delivering strong Q3 2026 results with revenue of $2.18 billion (55% growth) and EPS of $4.30 (76% growth), both exceeding analyst expectations. The company's AI-powered adtech platform continues driving growth in gaming and emerging consumer segments. Management projects Q4 revenue growth of 43-44% and maintains the stock remains undervalued at a forward P/E below 18x despite the recent rally.

11/08/2026, 1:35 PM • The Motley Fool

AppLovin vs. Pinterest: Which Stock Is a Better Buy in 2026?

The article compares AppLovin and Pinterest as investment opportunities in the digital advertising space. AppLovin demonstrates explosive growth with 70% revenue increase, exceptional profitability (60.8% net margin), and strong free cash flow, making it the author's preferred choice. Pinterest offers a massive 640 million user base and improving AI-powered ad tools but faces challenges with lower profitability (9.9% net margin) and GAAP net losses, though it maintains a conservative balance sheet.

10/21/2026, 10:58 AM • The Motley Fool

4 Turnaround Stocks to Buy Before 2026 Is Over and Hold for a Decade

The article highlights four software companies that have experienced significant stock declines but show strong fundamentals with double-digit revenue growth and recent rallies. Duolingo, Monday.com, Unity Software, and GitLab are positioned as potential long-term turnaround investments, each having recovered 38-145% over the past six months despite remaining well below their all-time highs.

10/17/2026, 4:23 PM • The Motley Fool

Over 25% of the Stocks in the S&P 500 Are Down 40% or More. 4 Bargain Tech Stocks to Buy Now

With over 25% of S&P 500 stocks down 40% or more from their highs, the article identifies four undervalued tech stocks as bargain opportunities: Netflix benefits from recession-resistant streaming and advertising growth; Oracle offers leveraged exposure to cloud computing with a massive backlog; ServiceNow is well-positioned for agentic AI orchestration; and AppLovin trades at a cheap valuation with strong revenue and earnings growth.

10/14/2026, 3:30 PM • The Motley Fool

Bake3D Inc. Introduces AI-Powered 3D Character and Motion Engine for Games, Film and Digital Content

Bake3D Inc. has introduced an AI-powered platform that converts still images into production-ready 3D assets with automatic rigging and animation. The platform supports diverse character types and integrates with major tools like Blender, Unity, Unreal Engine, and Godot, designed to streamline 3D creation workflows for creators, developers, and studios.

10/06/2026, 6:29 PM • GlobeNewswire

AppLovin vs. Reddit: Which Technology Stock Is a Better Buy in 2026?

The article compares AppLovin and Reddit as digital advertising investment opportunities. AppLovin boasts higher profitability with 60.8% net margins and $5.5B in FY2025 revenue, but faces legal challenges and competitive pressures. Reddit shows strong growth with 69.4% YoY revenue increase, newly achieved profitability, and a unique AI data licensing business. The author recommends Reddit for its durable growth foundation, unique data assets, and consistent user engagement, despite AppLovin's superior margins.

09/24/2026, 2:26 PM • The Motley Fool

Unity Software COO Alexander Blum Sells 22,559 Shares for $1 Million

Unity Software's COO Alexander Blum sold 22,559 shares worth approximately $1 million on August 25-27, 2026. The sale was a non-discretionary tax withholding event under a pre-established Rule 10b5-1 plan adopted in May 2025, not indicative of a change in investment outlook. Blum retains 705,411 shares valued at $30.7 million. Unity's business shows improving momentum with 14% year-over-year revenue growth and record Q2 2026 results.

08/28/2026, 8:28 AM • The Motley Fool

Unity Software CEO Sells Over 16,000 Shares Amid a Rising Stock Price

Unity Software CEO Matthew Bromberg sold 16,383 shares worth approximately $742,314 on August 25, 2026, through an automatic transaction to cover tax withholding obligations from RSU vesting. The sale is not indicative of insider concern, as Bromberg retains 1.5 million shares. Unity's stock has delivered a 13% one-year return, and the company reported strong Q2 2026 earnings with 24% revenue growth and a significant reduction in net losses, positioning it toward profitability.

08/27/2026, 1:08 AM • The Motley Fool

2 Top Nasdaq Stocks to Buy Before They Soar in 2026

Microsoft and AppLovin are highlighted as undervalued Nasdaq stocks poised for growth. Microsoft, down 15% this year, shows strong cloud and AI growth with Azure revenue up 40% and AI ARR up 123%, trading at an attractive forward P/E of 21x. AppLovin, down 25% despite posting 59% revenue growth and 66% EBITDA growth, trades at a forward P/E of 22x with upcoming catalysts including platform self-service expansion and consumer vertical growth.

05/18/2026, 10:30 AM • The Motley Fool

Will S&P 500 Open Up Or Down On May 7?

The S&P 500 rallied to an all-time high on May 7, 2026, climbing 1.46% to 7,365.12 as investors responded positively to reports of potential U.S.-Iran peace negotiations. Oil prices fell sharply on de-escalation hopes, boosting equities. Polymarket traders are leaning bullish for Thursday's opening, with strong corporate earnings and AI momentum supporting the rally. President Trump cautioned that no agreement has been finalized.

05/07/2026, 5:34 AM • Benzinga

Consumer Tech News (Apr 6-Aug 10): Tesla China Sales Drop, CoreWeave Grabs AI Deal With Meta and Anthropic & More

Major tech companies made significant moves in AI infrastructure and product development. CoreWeave secured multi-year agreements with Meta and Anthropic for AI model support. Tesla's China retail sales dropped 16% year-over-year despite wholesale increases. Applied Digital and Taiwan Semiconductor reported strong quarterly results. Multiple companies including Amazon, Google, and Oracle expanded AI initiatives, while Apple plans a foldable iPhone debut.

04/12/2026, 8:32 AM • Benzinga

Unity Shares Rise After Deepening Alliance With Meta In VR Push

Unity Software shares rose 2.29% on Wednesday following an extended multi-year partnership agreement with Meta Platforms to deepen their collaboration in virtual reality development. The renewed agreement strengthens Unity's position as a core development engine for Meta's VR applications and aims to simplify how developers build and deploy applications across Meta's VR devices. Technically, Unity trades 17.8% above its 20-day moving average with neutral RSI, though it remains 28.8% below its 100-day average.

04/08/2026, 1:53 PM • Benzinga

Consumer Tech News (March 23-27): Netflix & Sony Hikes Prices, OpenAI Flags Microsoft Dependency Risk & More

Major tech companies made significant announcements this week: Netflix and Sony raised prices on streaming and gaming services; OpenAI warned of dependency risks on Microsoft; Arm Holdings entered chip production with its AGI CPU; Tesla reported strong delivery expectations; and various semiconductor and AI companies announced partnerships and expansions. Additionally, Snowflake laid off its documentation team in favor of AI-generated content, and a judge temporarily blocked efforts to sideline Anthropic.

03/29/2026, 8:32 AM • Benzinga