异动解读 | 业绩超预期获大行上调目标价，Unity Software盘前大涨5.61%

异动解读08-07

Unity Software Inc. (U) 今日盘前股价大涨5.61%，引发市场广泛关注。

消息面上，摩根士丹利将Unity目标价从35美元大幅上调至50美元，并维持超配评级，成为财报发布后首家显著上调目标价的大型投行。此次上调主要基于公司前一日发布的第二季度财报全面超预期：营收达5.46亿美元，远超市场预期的5.15亿美元；调整后每股收益为0.28美元，大幅高于预期的亏损0.09美元。同时，公司给出了强劲的第三季度业绩指引，预计战略营收在5.40亿至5.50亿美元之间，对应同比增长44%至47%。

此外，公司以4000万美元现金出售了Supersonic发行业务，进一步聚焦核心平台战略，这也增强了市场对其长期增长潜力的信心。

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