Jefferies analyst Brent Thill named Unity Software a top pick among mid-cap software stocks for 2026. The recommendation was published in a report dated January 5, 2026. Thill expects the strong momentum Unity shares built in 2025 to continue, citing key operational improvements.
The positive outlook hinges specifically on advancements in Unity’s advertising-targeting model. Thill projects these enhancements will fuel sizable revenue beats for the company.
This analysis was part of a wider Jefferies report. Analysts advised investors to remain selective across the broader software sector throughout 2026.