Unity: Why We’re Negative On This Tech Stock – For Now


  • Unity recently acquired ironSource in a highly dilutive all-stock transaction.
  • Expenses are growing more rapidly than revenue.
  • The current macro environment is unfavorable.

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Arsenii Palivoda


After a dismal 2022, Unity Software (NYSE:U) is off to a decent start in 2023, returning almost 25% year-to-date, giving a reason for investors to be a happy at a time when they very much need one. While we understand

Company documents

Company Figures, Author Calculations

U Quarterly ROC

U Quarterly ROC (Koyfin)

Unity cash flow

Company Figures

Unity Share count


Unity Software


Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Disclaimer The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

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