异动解读 | 业绩超预期获多家大行上调评级，Unity Software盘中大涨8.49%

异动解读08-07

Unity Software Inc. (U) 今日盘中股价大涨8.49%，引发市场广泛关注。

消息面上，多家华尔街大行在Unity发布财报后纷纷上调其目标价和评级。摩根士丹利将Unity目标价从35美元大幅上调至50美元，维持超配评级；美银全球研究部（BofA Global Research）将Unity评级从"中性"上调至"买入"，目标价同样从30美元提升至50美元。这些调整主要基于公司此前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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