Unity Stock

Can we talk about Unity stock here_?
I have some.
It is touching 60USD and I think is an all-time low.

Sounds like an… Opport-unity :sunglasses:

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opportunity jajajaja
Can be. I purchase more stocks. But the indicators are in a recession zone. And that can put more selling pressure.
I did not go full in.

Yeah, wait until will be at pick high :slight_smile:

Earnings are coming up on May 10, it will probably fall further after that, considering how every previous earnings report was underwhelming.

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This shouldnt really be surprising, given how overvalued they were at stock market launch. I am sure it will go up at some point, but if you bought unity stock earlier than now, you have to accept you are going to be playing a very long game (i.e. waiting multiple years for any sizable returns on the investment)

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even other similar tech stocks are down too, and see how much roblox has dropped from their highs…

If you look at this chart and imagine you know nothing about Unity as an engine and it’s just a stock to you. Who in their right mind would look at this and think this is a great investment?

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I get what you’re saying but that is highly dependent on the timeframe. “2022” is not a useful label for the axis.

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thats where the flashy buzzwords come into play.

You need take graph for past 5 years, at least, to be any meaningful. Then you can see the trend.

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2021 financial results are looking rather good. They project over 30% revenue growth per year. And the demand for real-time graphics platforms is only growing. Unity is well positioned in that regard. So $60 seems like a good point to jump in.

“Loss from operations was $531.7 million, or 48% of revenue, compared to loss from operations of $274.8 million, or 36% of revenue, in 2020.”

gosh…

Which tells you that revenue in 2020 was just shy of 680 million, while 2021 was over a billion. Takes money to make money…

They intentionally operate at a loss to expand their business. There are many companies that intentionally operate at a loss for this reason.

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Unity insiders have been getting rid of their shares for a while now.

I wasn’t aware of that. Good to know.

Citation needed.

In most cases, any “insiders” who have any kind of clout within a company cannot just buy and sell the company stock willy nilly due to insider trading rules.

Executives are often compensated in large part with stocks and those stocks are automatically sold on a quarterly scheduled basis. The sales are published and pre-approved by the SEC.

Employee stock purchase programs (even at lower levels) usually require a significant holding period before stock can be sold after it has been purchased.

That leaves us with employees who have vested RSUs who may have (foolishly) been holding on to them after the vesting date. That stock can be sold at any time, and it is possible that such people are suddenly dumping all their Unity stock but it wouldn’t be enough to move the needle in relation to institutional investors, who regularly trade stocks at the rate of eight-figure investments or more.

So I’m not saying you’re wrong but this type of “information” is highly questionable and should not be considered sound investment advice.

Full disclosure, I do not own any stock in Unity.

however I do work for a large enterprise software company and approximately 2/3 of my compensation is stock-based so I have some experience with these matters.

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The slide in price is really just part of a wider stock market correction (interest rate rises, Ukraine war, etc), rather than any specific news about Unity itself.

Just in November last year the opposite was happening where there was a buzz about all things metaverse and Unity hit ATH of 210, a 4x on the IPO price of 52 just a year prior.

In both cases, the fundamentals of Unity as a company are largely the same, but one presents a good buy opportunity and one presents a good sell opportunity.
Unfortunately people get them the wrong way round all too often, because its easier to buy the top and panic sell the bottom than it is to buy during the correction and sell when it pumps!

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If you only looked at that limited chart you might think the stock has never had value but that’s not the case.

8107352--1049711--upload_2022-5-6_11-26-26.png

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