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Unity Software Inc. (U): A Bull Case Theory

We came across a bullish thesis on Unity Software Inc.  on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on U. Unity Software Inc. 's share was trading at $43.82 as of September 5th. U’s forward P/E was 144.93 according to Yahoo Finance.

[caption id="attachment_517137" align="aligncenter" width="750"] Copyright: vadymvdrobot / 123RF Stock Photo[/caption]

Unity Software (U) is undergoing a pivotal transformation under new President and CEO Matthew Bromberg, who identifies Q2 2025 as an “inflection point” in the company’s long...