Wednesday's ETF with Unusual Volume: HERO

Written by Emily J. Thompson, Senior Investment Analyst

U+2.14%

DOYU0%

HERO-0.02%

Source: NASDAQ.COM

Updated: May 07 2025

0mins

Source: NASDAQ.COM

High Trading Volume for ETF: The Global X Video Games & Esports ETF experienced unusually high trading volume on Wednesday, with over 322,000 shares traded compared to a three-month average of about 33,000 shares.
Performance of ETF Components: Among the ETF components, Unity Software saw a decline of 4.9%, while Electronic Arts increased by 0.3%. Playtika Holding performed best with a 2% rise, whereas Douyu International Holdings dropped by 6%.

$43.03+Infinity%1D

Analyst Views on U

Wall Street analysts forecast U stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for U is 48.71 USD with a low forecast of 21.00 USD and a high forecast of 60.00 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.

20 Analyst Rating

13 Buy

6 Hold

1 Sell

Moderate Buy

Current: 42.130

Low

21.00

Averages

48.71

High

60.00

Current: 42.130

Low

21.00

Averages

48.71

High

60.00

Wells Fargo

Overweight

maintain

$51 -> $54

2026-01-08

Reason

Wells Fargo

Price Target

$51 -> $54

AI Analysis

2026-01-08

maintain

Overweight

Reason

Wells Fargo raised the firm's price target on Unity to $54 from $51 and keeps an Overweight rating on the shares. The firm says its Q4 mobile game developer / publisher ad checks were broadly positive on category growth and continued to indicate year-over-year share gains for the Unity Ad Network, driven by Vector. As a result, Wells now assumes Q4 Unity Ad Network revenues positive 15% quarter-over-quarter. Better Unity Ad Network trends are offset by persistent challenges at Ironsource, cutting Q4 to negative 5% quarter-over-quarter, the firm adds.

Jefferies

Buy

maintain

$49 -> $55

2026-01-05

Reason

Jefferies

Price Target

$49 -> $55

2026-01-05

maintain

Buy

Reason

Jefferies raised the firm's price target on Unity to $55 from $49 and keeps a Buy rating on the shares. The firm believes 2026 will be "another year of gradual AI monetization," but thinks more meaningful growth contribution and acceleration are needed to ease AI disintermediation fears, requiring more selectivity, the analyst tells investors in an outlook note on the software group. "While we remain confident that value will ultimately accrue to the software layer, investors may need to stay patient" with sector valuation back at historical average, the analyst added.

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Piper Sandler

Neutral -> Overweight

upgrade

$43 -> $59

2025-12-11

Reason

Piper Sandler

Price Target

$43 -> $59

2025-12-11

upgrade

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.

BTIG

Neutral -> Buy

upgrade

$60

2025-12-11

Reason

BTIG

Price Target

$60

2025-12-11

upgrade

Neutral -> Buy

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.

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.