AI software shares mixed on Thursday. AppLovin stock up over 33%; Unity up 11%.

AppLovin posted third-quarter revenue of $2.18 billion, a 55% increase compared to the same time in 2025, and above the $2.07 billion FactSet consensus view. AppLovin also posted earnings per share of $4.30, above the $4.03 a share forecast by analysts, and up 75% from a year before.

Unity Software (NYSE:U) reported quarterly earnings of $0.44 per share which beat the analyst consensus estimate of $0.06 by 633.33 percent. This is a 120 percent increase over earnings of $0.20 per share from the same period last year.

While most AI application shares slid. Rezolve down 15%; Figma down 14%; Snap down 11%; BigBear.ai, Cloudflare down 9%; Palantir, Datadog down around 8%.