BTIG：Unity Software(U.US)旗下AI广告业务持续扩张重申“买入”评级

智通财经

Apr 28

智通财经APP获悉，BTIG指出，Unity Software(U.US)似乎准备继续凭借其去年推出的AI广告平台Vector取得进展，因为该公司正准备关闭其ironSource广告网络。该软件公司计划于4月30日停止ironSource广告网络的运营，并已聘请财务顾问协助剥离其Supersonic游戏发行业务。BTIG认为这些举措是有利的，重申了对该股的“买入”评级和39美元的目标价。

BTIG分析师Clark Lampen和Joseph Spiezio在周一发布的投资者报告中表示：“根据我们对ironSource收购对价以及21-22摊销计划变化的分析，我们认为在交易完成后，摊销费用最多可节省2.21亿美元，而折旧影响微乎其微(收购价格中仅包含700万美元的固定资产)。将这些节省应用于我们对Vector的基本和乐观预测，我们预计，随着非现金拖累的缓解，Vector业务在2027年的潜在盈利约为每股0.20-0.60美元。”

Unity计划于5月7日发布2026年第一季度财务业绩。普遍预期调整后每股收益为0.24美元，营收为5.0425亿美元。今年3月，Unity上调了第一季度业绩预期。Unity预计营收将在5.05亿美元至5.08亿美元之间，高于此前预期的4.8亿美元至4.9亿美元。其中，Create业务营收预计约为1.15亿美元，Grow业务营收预计约为3.53亿美元。

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