Unity Software: Measure Twice!
Silver Lake and Saudi Arabia's Public Investment Fund are reportedly in talks to acquire Unity Software at an initial valuation of $25 billion (~$55/share). The Motley Fool believes this undervalues the company, particularly its Vector AI advertising engine which grew 126% YoY. Unity achieved its first GAAP profit with 32% revenue growth, supported by 3 billion monthly players providing training data for Vector. The analysts estimate a fair valuation around $33 billion and recommend the board hold out for more if an offer materializes, while remaining happy to hold shares in an independent Unity.


