Interactive software platform Unity (NYSE:U) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 10.1% year on year to $503.1 million. On the other hand, next quarter’s revenue guidance of $485 million was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.24 per share was 15.5% above analysts’ consensus estimates.
Today’s date is February 11, 2026. Introduction AppLovin Corporation (NASDAQ: APP) stands at a critical crossroads as it prepares to report its fourth-quarter and full-year 2025 earnings results today. Once viewed as a niche player in the mobile gaming space, the company has undergone one of the most aggressive and successful corporate transformations in recent [...]
The game development engine firm said for fiscal year 2026’s first quarter, it expects revenue in the range of $480 million to $490 million, below the consensus estimate of $491.78 million.
Interactive software platform Unity (NYSE:U) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 10.1% year on year to $503.1 million. On the other hand, next quarter’s revenue guidance of $485 million was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.24 per share was 15.5% above analysts’ consensus estimates.
Shares of interactive software platform Unity (NYSE:U) jumped 4.5% in the afternoon session after Oppenheimer upgraded its rating on the stock to Outperform from Perform, citing improving fundamentals and dismissing fears about competitive threats from AI.
Shares of Unity Software Inc. (NASDAQ: U) are trading higher Tuesday after Oppenheimer & Co. analysts upgraded the stock to an outperform and assigned a $36 price target.
Date: February 10, 2026 Introduction In the high-stakes world of mobile advertising and software infrastructure, few companies have undergone a transformation as dramatic or as lucrative as AppLovin Corporation (NASDAQ: APP). Once known primarily as a mobile game developer, AppLovin has evolved into a dominant, high-margin AI powerhouse. As of early 2026, the company stands [...]
A number of stocks jumped in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
In a dramatic reversal of fortune for one of the tech sector's most volatile high-fliers, shares of AppLovin Corporation (NASDAQ: APP) surged 15% on Monday, February 9, 2026. The rally was ignited by a rare and public retraction from short-seller CapitalWatch, which withdrew sensational allegations of money laundering that had
The digital landscape witnessed a seismic shift on February 6, 2026, as shares of Roblox (NYSE: RBLX) soared more than 10% in early trading following a blockbuster fourth-quarter earnings report. The company, once viewed primarily as a playground for children, proved to Wall Street that its transition into a multi-generational
A number of stocks fell in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and OpenAI.
REDMOND, WA — February 5, 2026 — One year after its initial unveiling, Microsoft’s breakthrough World and Human Action Model (WHAM), codenamed "Muse," is fundamentally altering the landscape of interactive entertainment. By enabling developers to generate playable 3D sequences from simple text prompts and real-time controller inputs, Muse represents a shift from static generative art [...]
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence.
Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox are more likely to integrate new generative models into their existing tools.
