Globant Partners with Unity to Speed Up Real-Time 3D Advancements in Business Industries
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: Aug 20 2025
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Source: Newsfilter
New Partnership Announcement: Globant has formed a global partnership with Unity, joining the Unity Service Partner Program to deliver advanced interactive technologies across various industries such as automotive, healthcare, and manufacturing.
Focus on Interactive Solutions: The collaboration aims to leverage Unity's real-time 3D technology for applications like digital twins, immersive training tools, and high-fidelity visualization platforms, enhancing product development and customer engagement.
Training Initiative: A key aspect of the partnership includes a comprehensive training program where Globant will certify its engineers and designers on Unity's platform, ensuring access to a skilled workforce in Unity technologies.
Global Reach and Impact: The partnership will extend across North America, EMEA, and APAC, utilizing Globant's delivery centers and market expertise to scale Unity-powered solutions worldwide, ultimately transforming how industries operate and engage with customers.

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Analyst Views on U
Wall Street analysts forecast U stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for U is 42.46 USD with a low forecast of 21.00 USD and a high forecast of 54.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast U stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for U is 42.46 USD with a low forecast of 21.00 USD and a high forecast of 54.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 49.230

Current: 49.230

Neutral -> Overweight
upgrade
$43 -> $59
Reason
Neutral -> Overweight
Reason
Piper Sandler upgraded Unity to Overweight from Neutral with a price target of $59, up from $43. The firm says the mobile app advertising market "looks healthy" entering 2026. Unity's Vector ad business has grown 15% quarter-over-quarter in the past two quarters, the analyst tells investors in a research note. Piper sees an opportunity for the company's Grow segment to accelerate as Unity Vector ads scales at double-digits and Other Grow revenue stabilizes.
Neutral -> Buy
upgrade
$60
Reason
As previously reported, BTIG upgraded Unity to Buy from Neutral with a $60 price target. The firm sees upside to Grow expectations, an improving industry backdrop, and "a few other levers for upside," including the Create IAP opportunity, that don't seem fully understood or discounted by the market. The path higher is "unlikely to be linear from here," but the firm believes intrinsic value is still greater than shares currently imply, the analyst tells investors.
Neutral -> Buy
upgrade
$60
Reason
BTIG upgraded Unity to Buy from Neutral with a $60 price target.
Equal Weight -> Overweight
upgrade
$42 -> $51
Reason
Equal Weight -> Overweight
Reason
Wells Fargo analyst Alec Bonello upgraded Unity to Overweight from Equal Weight with a price target of $51, up from $42. The firm is constructive on the mobile game advertising industry in 2026. It sees "multiple tailwinds" to mobile game advertising spend in 2026 and says Unity is positioned to benefit directly from its mobile app payment migration. Wells sees a "torrid year" of mobile game advertising growth in 2026.
About U
Unity Software Inc. provides a platform for creating and growing games and interactive experiences. The Company offers a suite of tools across all platforms, from mobile, PC, and console, to extended reality (XR). Its set of software, including artificial intelligence (AI) solutions, supports creators through the entire development lifecycle. The Company’s platform consists of two complementary sets of solutions: Create Solutions and Grow Solutions. Create Solutions is a robust set of tools and services used to build, ship and run high-definition, real-time two-dimensional (2D) and three-dimensional (3D) content. Designed for developers, these tools and services are used across a range of industries, ranging from games to aerospace, construction to retail, medical to manufacturing, and others. Grow Solutions offers customers the ability to engage their user base and monetize their content from 2D puzzle games to multiplayer, multi-platform games, or other 3D interactive content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.