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Wedbush analysis on December 17, 2025, affirms AppLovin's (APP) lead in mobile game ads, with its stock falling 2.98%, while Unity Software's (U) position stabilizes as its stock dips 1.77%.
Digital Turbine's App Growth Platform revenue grew 20% year-over-year to $44.7 million in Q2 fiscal 2026, driven by a 30% surge in ad impressions.
Unity's stock (U) faces risk despite a 97% price increase, as declining customer billings, a negative 27.5% operating margin, and slowing growth projections raise significant financial concerns.
Unity Software (U) has a 'Buy' rating from 54.6% of analysts, but its earnings estimates have remained unchanged at $0.82, leading to a conflicting 'Hold' signal from a key quantitative metric.