Oppenheimer Raises Unity to Outperform, Sets $38 Target Citing AI Resilience
Unity Software shares climbed 5% following an Oppenheimer upgrade to Outperform from Perform and a $38 price target. Analyst Martin Yang rejects the notion that world models such as Google's Project Genie will supplant Unity’s game engine, instead framing them as asset-generation tools that feed into the engine. Oppenheimer cited improving fundamen…