Unity Software shares fell 10% to $42.13 in the afternoon session, even though Wedbush raised its price target and described the Vector ad platform as gaining traction. AppLovin dropped 3% to $263.65 and The Trade Desk slipped 2% to $11.94, while the Fidelity MSCI Communication Services Index ETF fell 2% and the SPDR S&P 500 ETF fell 1%. Unity's Q2 2026 revenue rose 23.9% year over year to $546.47 million and adjusted EPS of $0.28 beat estimates, with the Grow Solutions segment that houses Vector up 35% to $389 million. Management guided Q3 2026 strategic revenue to $540 million to $550 million and targets GAAP profitability as soon as that quarter. The article attributes the sell-off mainly to worries about cyclical ad spending rather than execution, while AppLovin is down 61% year to date.
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Related tickers and likely impact
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/13/2026 | 778.01 |
| Change that session | -0.01% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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