AI Is Coming for Unity Software. Here's Why It Survives.

By Matt Frankel, CFP – Mar 13, 2026 at 6:21AM ESTInvestors have widespread fears that AI will disrupt the software industry, and many stocks have been beaten down as a result. But one in particular I believe will be just fine is Unity Software (U 2.92%), and here's why I think it could be a bargain right now. *Stock prices used were the morning prices of March 11, 2026. The video was published on March 13, 2026. Read NextMar 2, 2026 •By Motley Fool StaffAre Unity and Zillow Resilient Brands?Feb 14, 2026 •By Timothy GreenUnity's CEO Just Explained Why Google's AI Can't Replace Game Engines (And He's Right)Jan 13, 2026 •By Matt Frankel, CFPHere Are the Top 3 Stocks on My Watch List Right NowDec 12, 2025 •By Parkev Tatevosian, CFAShould Investors Buy Unity Stock Before 2026?Dec 10, 2025 •By Justin PopeDon't Buy Unity Software Stock Until It Stops Doing This 1 ThingNov 17, 2025 •By Motley Fool StaffInvestors Liked Unity Software's ReportAbout the AuthorMatt Frankel, CFP, is a contributing Motley Fool stock market analyst and personal finance expert covering financial stocks, REITs, SPACs, and personal finance. Prior to The Motley Fool, Matt taught high school and college mathematics. He holds a bachelor’s degree in physics from the University of South Carolina, a master’s degree in mathematics from Nova Southeastern University, and a graduate certificate in financial planning from Florida State University. He won a SABEW award for coverage of the 2017 Tax Cuts and Jobs Act. He is also regularly interviewed by Cheddar, The National Desk, and other TV networks and publications for his financial, stock market, and investing expertise.TMFMattFrankelX@MattFrankelCFPStocks MentionedUnity SoftwareNYSE: U$19.46(-2.92%)-$0.59*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.