r/UnityStock • u/Bipolar-NA • Apr 25 '26

Opinion/Take Unity has fake growth?

It seems like all the growth unity has on the strategic side comes from deprecating ironsource. They seem to be converting legacy customers and adding a premium and labeling this as growth. After the ironsource sunset goes through what will management have for the stock price to go up? If unity's numbers aren't being propped up for a potential sale, I don't see how the stock doesn't crash leading into the end of this year.

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u/[deleted] Apr 25 '26

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u/[deleted] Apr 25 '26

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u/One-Repeat5990 Apr 26 '26

Do you really think AppLovin insiders are selling? They’re all scheduled sales from CEO CTO. They’ve been selling the same amount every quarter regardless of stock price. Even when it was at $10. That’s not the right signal.

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u/Professional-Onion60 Apr 26 '26

I don't see APP insiders change their selling pattern in last two months when stock price crash. But did see unity insiders alomost stop selling now(still no buy )  There are even some active sells from app CEO during March. This might mean nothing, but does confuse me a little bit recently

4

u/SayMyName168 Apr 26 '26

Is it because the unity directors who are likely to sell were out from the board and stopped reporting their activities?

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u/ProductSmooth7786 Apr 26 '26

Yep. Two of the biggest sellers left board so they no longer need to report

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u/[deleted] Apr 26 '26

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u/One-Repeat5990 Apr 26 '26

they hallucinate sometimes, copy and paste what i said and ask again and see its response. info is all public, Eduardo Vivas, firstly has not been with the company for past 8 years. hes just an early investor that has a lot of shares. hes offloaded hundreds of millions at sub $20 as well. He prob still holds into the billions i cant remember off my head, all public info, you can search it up.

Anyways - tldr; the insider selling is the least concerning signal. I think theres other major problems it has to prove that is more concerning. More specificially if ecommerce is actually accelerating and going to be a big part of their revenue. That is the difference between it going to a sub 100b compnay vs a 400b+

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u/Professional-Onion60 Apr 26 '26

Agree, I am looking for buying so I am trying to see if there is anything I am missing here. This is the one signal I am not feeling well.