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[Platinum] Guru’s Buy Alert for a hypergrowth Tech Leader

[Platinum] Guru’s Buy Alert for a hypergrowth Tech Leader
August 21, 2023

(Guru’s Portfolio) BUYS (Please make your own decisions, since this is just a suggestion from one of the Guru’s)  

Recommendation: Unity Software (U) 

Buy upto $77 with a stop loss of $68 

Unity Software is the world’s leading platform for creating and operating interactive, real-time 3D (RT3D) content. The world is shifting from 2D to 3D content creation and consumption. While we used to interact with digital media through 2D screens, we are increasingly gravitating toward immersive 3D experiences. 

This shift is still in its early stages. Starting with gaming, where gamers are going from playing on consoles to using headsets and playing in 3D virtual environments. But it’s extending into many more industries such as construction, architecture, engineering, and even self-driving, where companies are using 3D content to simulate real-world experiences. All that 3D content needs to be created and operated by a RT3D engine. Unity operates the world’s leading end-to-end RT3D content engine. 

Through its Create platform, Unity gives companies the best tools to develop RT3D material. And through its Operate platform, Unity gives companies the best tools to operate and monetize that content.  

This is a high-quality “picks-and-shovels” play on the growth of RT3D content in the world. Analysts believe this will be a 25%-plus revenue growth company into 2030. We concur.   On top of that, this is a hyperscalable software business with 80% gross margins. Therefore, Unity’s long-term profit growth potential is truly enormous.  

Relative to all that potential, the stock is just too cheap here and now, trading at an all-time low valuation of 14.7X forward sales. The consensus analyst price target on the stock implies 100%-plus upside potential from current levels. We think that’s entirely doable.

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