Unity Software Inc.

Below is Validea's guru fundamental report for UNITY SOFTWARE INC (U). Of the 22 guru strategies we follow, U rates highest using our Contrarian Investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
UNITY SOFTWARE INC (U) is a mid-cap growth stock in the Software & Programming industry. The rating using this strategy is 43% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNITY SOFTWARE INC
More Information on David Dreman
About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for U

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Kronos Worldwide, Inc. KRO: This titanium dioxide pigment company has seen the Zacks Consensus Estimate for its current year earnings increasing 12.9% over the last 60 days.
Kronos Worldwide Inc Price and Consensus
First United Corporation FUNC: This bank holding company for First United Bank & Trust has seen the Zacks Consensus Estimate for its current year earnings increasing 9.1% over the last 60 days.
First United Corporation Price and Consensus
PROG Holdings, Inc. PRG: This financial technology holding company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.3% over the last 60 days.
Aaron's Holdings Company, Inc. Price and Consensus
AngioDynamics, Inc. ANGO: This medical technology company has seen the Zacks Consensus Estimate for its next year earnings increasing 19% over the last 60 days.
AngioDynamics, Inc. Price and Consensus
Hagerty, Inc. HGTY: This insurance agency services provider has seen the Zacks Consensus Estimate for its current year earnings increasing 9.5% over the last 60 days.
Hagerty, Inc. Price and Consensus
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

New Strong Buy Stocks for July 29th

The S&P 500 Index ($SPX) (SPY) Wednesday closed up +0.78%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +1.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.43%. September E-mini S&P futures (ESU25) rose +0.80%, and September E-mini Nasdaq futures (NQU25) rose +0.45%.
Stock indexes rallied on Wednesday, with the S&P 50 posting a new all-time high and the Dow Jones Industrials posting a 5.5-month high. Positive trade news bolstered stock prices and boosted market sentiment on Wednesday.
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President Trump late Tuesday announced a trade deal with Japan, which will impose 15% tariffs on imports from Japan, lower than the previously announced 25% rate set to take effect on August 1. The deal also creates a $550 billion fund for Japan to invest in the US. Japan also agreed to purchase 100 Boeing aircraft, increase its purchases of US rice by 75%, and buy $8 billion in other agricultural products, while raising its defense spending with American firms to $17 billion annually, from $14 billion.
Stocks built on their gains Wednesday afternoon when Bloomberg News reported that diplomats briefed on the situation said the European Union (EU) and the US are progressing toward an agreement that would set a 15% tariff for most imports, lower than the 30% rate President Trump had threatened on EU goods if no trade agreement was reached by August 1.
However, gains in the Nasdaq 100 index were limited due to weakness in auto-related chip makers, led by a -13% plunge in Texas Instruments after company executives on anearnings callsaid there isn’t a “true broad recovery” in the automotive sector, as automotive customers who ship into the US are cautious due to tariffs.
Wednesday’s US economic news was bearish for stocks after June existing home sales fell -2.7% m/m to a 9-month low of 3.93 million, weaker than expectations of -0.7% to 4.00 million.
US MBA mortgage applications rose +0.8% in the week ended July 18, with the purchase mortgage sub-index up +3.4% and the refinancing sub-index down -2.6%. The average 30-year fixed rate mortgage rose +2 bp to 6.84% from 6.82% in the prior week.
The markets are awaiting President Trump’s August 1 deadline for trade deals to avoid high tariffs. Last Wednesday, Mr. Trump announced that he intends to send a tariff letter to more than 150 countries, notifying them that their tariff rates could be 10% or 15%, effective August 1. Also, Mr. Trump said that a 35% tariff on some Canadian products would take effect on August 1, up from the current 25%.
The markets this week will focus on any tariff news along with the announcement of any new trade deals. On Thursday, weekly initial unemployment claims are expected to climb by +5,000 to 226,000. Also, the July S&P US manufacturing PMI is expected to slip -0.2 to 52.7. Finally, on Thursday, June new home sales are expected to climb +4.3% m/m to 650,000. On Friday, June capital goods new orders nondefense ex-aircraft and parts are expected to increase by +0.2% m/m.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 3% at the July 29-30 FOMC meeting and 58% at the following meeting on September 16-17.
The markets are absorbing a heavy slate of quarterly corporate earnings results this week. About one-fifth of the companies in the S&P 500 are expected to report their Q2 earnings results this week. Early results now show S&P 500 earnings are on track to rise +3.2% for the second quarter, better than the pre-season expectations of +2.8% y/y, according to Bloomberg Intelligence. Also, only six of the eleven S&P 500 sectors are projected to post an increase in earnings, the fewest since Q1 of 2023, according to Yardeni Research.
Overseas stock markets today settled higher on Wednesday. The Euro Stoxx 50 closed up +1.02%. China’s Shanghai Composite rose to a new 9.5-month high and closed up +0.01%. Japan’s Nikkei Stock 225 rallied to a 1-year high and closed up sharply by +3.51%.
Interest Rates
September 10-year T-notes (ZNU25) on Wednesday closed down -12.5 ticks. The 10-year T-note yield rose +4.0 bp to 4.384%. T-notes retreated on Wednesday as global trade tensions eased, which curbed safe-haven demand for T-notes. The US and Japan announced a trade deal late Tuesday, and Bloomberg News reported Wednesday that the US and EU are closing in on a trade deal. Wednesday’s rally in the S&P 500 to a new record high also reduced safe-haven demand for government debt.
Losses in T-notes are contained after US existing home sales fell more than expected to a 9-month low, a dovish factor for Fed policy. T-note prices also garnered support from a decline in the US 10-year breakeven inflation rate to a 1.5-week low Wednesday of 2.379%. In addition, strong demand for the Treasury’s $13 billion auction of 20-year T-bonds was positive for T-notes, as the auction had a bid-to-cover ratio of 2.79, better than the 10-auction average of 2.57.
European government bond yields on Wednesday moved higher. The 10-year German bund yield rose +5.0 bp to 2.639%. The 10-year UK gilt yield rose +6.6 bp to 4.635%.
Swaps are discounting the chances at 2% for a -25 bp rate cut by the ECB at Thursday’s policy meeting.
US Stock Movers
Power producers rallied Wednesday after PJM Interconnection LLC predicted that the AI boom will prompt businesses and households served by the largest US power grid to spend a record $16.1 billion to ensure electricity supplies, which could support utility profit margins. Talen Energy (TLN) closed up more than +8% and Vistra (VST) closed up more than +5%. Also, NRG Energy (NRG) closed up more than +4% and Constellation Group (CEG) closed up more than +1%.
Weakness in shares of automotive and industrial chipmakers limited gains in the Nasdaq 100, with Texas Instruments (TXN) closing down more than -13% to lead losers in the Nasdaq 100 after company executives on anearnings callsaid there isn’t a “true broad recovery” in the automotive sector as automotive customers who ship into the US are cautious due to tariffs. Also, Microchip Technology (MCHP) closed down more than -6% and ON Semiconductor (ON) closed down more than -4%. In addition, Analog Devices (ADI) closed down more than -3%, and NXP Semiconductors (NXPI) closed down more than -1%.
Lamb Weston Holdings (LW) closed up more than +16% to lead gainers in the S&P 500 after reporting Q4 net sales of $1.68 billion, stronger than the consensus of $1.59 billion.
GE Vernova (GEV) closed up more than +14% after reporting Q2 revenue of $9.11 billion, stronger than the consensus of $8.80 billion.
Baker Hughes (BKR) closed up more than +11% to lead gainers in the Nasdaq 100 after reporting Q2 revenue of $6.91 billion, stronger than the consensus of $6.64 billion.
TE Connectivity Plc (TEL) closed up more than +11% after reporting Q3 net sales of $4.53 billion, better than the consensus of $4.33 billion, and forecasting Q4 net sales of $4.55 billion, above the consensus of $4.42 billion.
Thermo Fisher Scientific (TMO) closed up more than +9% after reporting Q2 revenue of $10.86 billion, above the consensus of $10.69 billion, and forecasting full-year sales of $43.6 billion-$44.2 billion, the midpoint above the consensus of $43.7 billion.
Lennox International (LII) closed up more than +6% after reporting Q2 adjusted EPS of $7.82, well above the consensus of $6.89.
CoStar Group (CSGP) closed up more than +6% after reporting Q2 revenue of $781.3 million, above the consensus of $772.1 million, and raising its full-year revenue forecast to $3.14 billion-$3.16 billion from a previous forecast of $3.12 billion-$3.16 billion, stronger than the consensus of $3.13 billion.
Fiserv (FI) closed down more than -13% after reporting Q2 organic revenue grew +8.00%, below the consensus of +8.91%.
Otis Worldwide (OTIS) closed down more than -12% after reporting Q2 net sales of $3.60 billion, below the consensus of $3.71 million, and cutting its full-year net sales forecast to $114.5 billion to $14.6 billion from a previous estimate of $14.6 billion to $14.8 billion, weaker than the consensus of $14.72 billion.
Hilton Worldwide Holdings (HLT) closed down more than -2% after cutting its full-year net income forecast to $1.64 billion to $1.68 billion from a previous forecast of $1.71 billion to $1.75 billion.
Unity Software (U) closed down more than -2% after BTIG downgraded the stock to sell from neutral with a price target of $25.
Northern Trust Corp (NTRS) closed down more than -1% after reporting Q2 provision for credit losses of $16.5 million, well above the consensus of $4.31 million.
Teledyne Technologies (TDY) closed down more than -1% after forecasting full-year adjusted EPS of $21.20-$21.50, the midpoint below the consensus of $21.42.
Earnings Reports (7/24/2025)
A O Smith Corp (AOS), Allegion plc (ALLE), Ameriprise Financial Inc (AMP), Blackstone Inc (BX), CenterPoint Energy Inc (CNP), Deckers Outdoor Corp (DECK), Digital Realty Trust Inc (DLR), Dover Corp (DOV), Dow Inc (DOW), Edwards Lifesciences Corp (EW), Healthpeak Properties Inc (DOC), Honeywell International Inc (HON), Intel Corp (INTC), Keurig Dr Pepper Inc (KDP), L3Harris Technologies Inc (LHX), Labcorp Holdings Inc (LH), LKQ Corp (LKQ), Mohawk Industries Inc (MHK), Nasdaq Inc (NDAQ), Newmont Corp (NEM), Pool Corp (POOL), Southwest Airlines Co (LUV), Textron Inc (TXT), Tractor Supply Co (TSCO), Union Pacific Corp (UNP), Valero Energy Corp (VLO), VeriSign Inc (VRSN), West Pharmaceutical Services Inc (WST), Westinghouse Air Brake Technol (WAB), Weyerhaeuser Co (WY).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

S&P 500 Climbs to a Record High on Positive Trade News

The S&P 500 Index ($SPX) (SPY) today is up +0.25%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.45%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.14%. September E-mini S&P futures (ESU25) are up +0.26%, and September E-mini Nasdaq futures (NQU25) are down -0.15%.
Stock indexes today are mixed, with the Dow Jones Industrials posting a 2-week high. Stocks found support today on some positive trade news that has boosted market sentiment. President Trump announced a trade deal with Japan late Tuesday, which will impose 15% tariffs on imports from Japan, lower than the previously announced 25% rate set to take effect on August 1. The deal also creates a $550 billion fund for Japan to invest in the US. Japan also agreed to purchase 100 Boeing aircraft, increase its purchases of US rice by 75%, and buy $8 billion in other agricultural products, while raising its defense spending with American firms to $17 billion annually, from $14 billion.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
However, the Nasdaq 100 index is under pressure today due to weakness in auto-related chip makers, led by a -12% plunge in Texas Instruments after company executives on anearnings callsaid there isn’t a “true broad recovery” in the automotive sector, as automotive customers who ship into the US are cautious due to tariffs.
Today’s US economic news was bearish for stocks after June existing home sales fell -2.7% m/m to a 9-month low of 3.93 million, weaker than expectations of -0.7% to 4.00 million.
US MBA mortgage applications rose +0.8% in the week ended July 18, with the purchase mortgage sub-index up +3.4% and the refinancing sub-index down -2.6%. The average 30-year fixed rate mortgage rose +2 bp to 6.84% from 6.82% in the prior week.
Recent trade news has put some downward pressure on stocks. Last Wednesday, President Trump announced that he intends to send a tariff letter to more than 150 countries, notifying them that their tariff rates could be 10% or 15%, effective August 1. Also, President Trump recently announced that the US will impose 30% tariffs on US imports from the European Union and Mexico, effective August 1. In addition, Mr. Trump said that a 35% tariff on some Canadian products would take effect on August 1, up from the current 25%.
The markets this week will focus on any tariff news along with the announcement of any new trade deals. After today’s close, Alphabet and Tesla will release their quarterly earnings. On Thursday, weekly initial unemployment claims are expected to climb by +5,000 to 226,000. Also, the July S&P US manufacturing PMI is expected to slip -0.2 to 52.7. Finally, on Thursday, June new home sales are expected to climb +4.3% m/m to 650,000. On Friday, June capital goods new orders nondefense ex-aircraft and parts are expected to increase by +0.2% m/m.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 5% at the July 29-30 FOMC meeting and 58% at the following meeting on September 16-17.
The markets are absorbing a heavy slate of quarterly corporate earnings results this week. About one-fifth of the companies in the S&P 500 are expected to report their Q2 earnings results this week. Early results now show S&P 500 earnings are on track to rise +3.2% for the second quarter, better than the pre-season expectations of +2.8% y/y, according to Bloomberg Intelligence. Also, only six of the eleven S&P 500 sectors are projected to post an increase in earnings, the fewest since Q1 of 2023, according to Yardeni Research.
Overseas stock markets today are higher. The Euro Stoxx 50 is up +0.88%. China’s Shanghai Composite rose to a new 9.5-month high and closed up +0.01%. Japan’s Nikkei Stock 225 rallied to a 1-year high and closed up sharply by +3.51%.
Interest Rates
September 10-year T-notes (ZNU25) today are down -8 ticks. The 10-year T-note yield is up +3.0 bp to 4.374%. T-notes are retreating today after the announcement of a trade deal between Japan and the US reduced safe-haven demand for government debt. Supply pressures are also weighing on T-notes as the Treasury will auction $13 billion of 20-year T-bonds later today.
Losses in T-notes are contained after US existing home sales fell more than expected to a 9-month low, a dovish factor for Fed policy. T-note prices also have support as the US 10-year breakeven inflation rate fell to a 1-week low today of 2.386%.
European government bond yields today are moving higher. The 10-year German bund yield is up +1.4 bp to 2.604%. The 10-year UK gilt yield is up +4.2 bp to 4.611%.
Swaps are discounting the chances at 2% for a -25 bp rate cut by the ECB at Thursday’s policy meeting.
US Stock Movers
Power producers are climbing today after PJM Interconnection LLC predicted that the AI boom will prompt businesses and households served by the largest US power grid to spend a record $16.1 billion to ensure electricity supplies, which could support utility profit margins. Talen Energy (TLN) is up more than +8% and Vistra (VST) is up more than +6%. Also, NRG Energy (NRG) is up more than +5% and Constellation Group (CEG) is up more than +4%.
Weakness in shares of automotive and industrial chipmakers is limiting gains in the Nasdaq 100, with Texas Instruments (TXN) down more than -12% to lead losers in the Nasdaq 100 after company executives on anearnings callsaid there isn’t a “true broad recovery” in the automotive sector as automotive customers who ship into the US are cautious due to tariffs. Also, ON Semiconductor (ON) is down more than -7% and Microchip Technology (MCHP) is down more than -6%. In addition, NXP Semiconductors (NXPI), Analog Devices (ADI), and Global Foundries (GFS) are down more than -2%.
Lamb Weston Holdings (LW) is up more than +20% to lead gainers in the S&P 500 after reporting Q4 net sales of $1.68 billion, stronger than the consensus of $1.59 billion.
GE Vernova (GEV) is up more than +14% after reporting Q2 revenue of $9.11 billion, stronger than the consensus of $8.80 billion.
Thermo Fisher Scientific (TMO) is up more than +13% after reporting Q2 revenue of $10.86 billion, above the consensus of $10.69 billion, and forecasting full-year sales of $43.6 billion-$44.2 billion, the midpoint above the consensus of $43.7 billion.
Lennox International (LII) is up more than +9% after reporting Q2 adjusted EPS of $7.82, well above the consensus of $6.89.
TE Connectivity Plc (TEL) is up more than +8% after reporting Q3 net sales of $4.53 billion, better than the consensus of $4.33 billion, and forecasting Q4 net sales of $4.55 billion, above the consensus of $4.42 billion.
Baker Hughes (BKR) is up more than +7% to lead gainers in the Nasdaq 100 after reporting Q2 revenue of $6.91 billion, stronger than the consensus of $6.64 billion.
Capital One Financial (COF) is up more than +1% after reporting Q2 net revenue of $12.49 billion, above the consensus of $11.84 billion.
Fiserv (FI) is down more than -17% to lead losers in the S&P 500 after reporting Q2 organic revenue grew +8.00%, below the consensus of +8.91%.
Otis Worldwide (OTIS) is down more than -11% after reporting Q2 net sales of $3.60 billion, below the consensus of $3.71 million, and cutting its full-year net sales forecast to $114.5 billion to $14.6 billion from a previous estimate of $14.6 billion to $14.8 billion, weaker than the consensus of $14.72 billion.
Teledyne Technologies (TDY) is down more than -5% after forecasting full-year adjusted EPS of $21.20-$21.50, the midpoint below the consensus of $21.42.
Unity Software (U) is down more than -3% after BTIG downgraded the stock to sell from neutral with a price target of $25.
Northern Trust Corp (NTRS) is down more than -3% after reporting Q2 provision for credit losses of $16.5 million, well above the consensus of $4.31 million.
Hilton Worldwide Holdings (HLT) is down more than -1% after cutting its full-year net income forecast to $1.64 billion to $1.68 billion from a previous forecast of $1.71 billion to $1.75 billion.
Earnings Reports (7/23/2025)
Alphabet Inc (GOOGL), Amphenol Corp (APH), AT&T Inc (T), Boston Scientific Corp (BSX), Chipotle Mexican Grill Inc (CMG), CME Group Inc (CME), Crown Castle Inc (CCI), CSX Corp (CSX), Fiserv Inc (FI), Freeport-McMoRan Inc (FCX), GE Vernova Inc (GEV), General Dynamics Corp (GD), Globe Life Inc (GL), Hasbro Inc (HAS), Hilton Worldwide Holdings Inc (HLT), International Business Machine (IBM), Lamb Weston Holdings Inc (LW), Las Vegas Sands Corp (LVS), Lennox International Inc (LII), Molina Healthcare Inc (MOH), Moody’s Corp (MCO), NextEra Energy Inc (NEE), Northern Trust Corp (NTRS), NVR Inc (NVR), O’Reilly Automotive Inc (ORLY), Otis Worldwide Corp (OTIS), Packaging Corp of America (PKG), Raymond James Financial Inc (RJF), Rollins Inc (ROL), ServiceNow Inc (NOW), TE Connectivity PLC (TEL), Teledyne Technologies Inc (TDY), Tesla Inc (TSLA), Thermo Fisher Scientific Inc (TMO), T-Mobile US Inc (TMUS), United Rentals Inc (URI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Easing Trade Tensions Boost Stocks but Chip Stocks Slide

The S&P 500 Index ($SPX) (SPY) today is up +0.27%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.45%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.17%. September E-mini S&P futures (ESU25) are up +0.21%, and September E-mini Nasdaq futures (NQU25) are down -0.15%.
Stock indexes today are mixed, with the Dow Jones Industrials posting a 2-week high. Stocks found support today on some positive trade news that has boosted market sentiment. President Trump announced a trade deal with Japan late Tuesday, which will impose 15% tariffs on imports from Japanese, lower than the previously announced 25% rate set to take effect on August 1. The deal also creates a $550 billion fund for Japan to invest in the US. Japan also agreed to purchase 100 Boeing aircraft, increase its purchases of US rice by 75%, and buy $8 billion in other agricultural products, while raising its defense spending with American firms to $17 billion annually, from $14 billion.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
However, the Nasdaq 100 index is under pressure today due to weakness in auto-related chip makers, with Texas Instruments down more than -10% after company executives on anearnings callsaid there isn’t a "true broad recovery" in the automotive sector as automotive customers who ship into the US are cautious due to tariffs.
US MBA mortgage applications rose +0.8% in the week ended July 18, with the purchase mortgage sub-index up +3.4% and the refinancing sub-index down -2.6%. The average 30-year fixed rate mortgage rose +2 bp to 6.84% from 6.82% in the prior week.
Recent trade news has put some downward pressure on stocks. Last Wednesday, President Trump announced that he intends to send a tariff letter to more than 150 countries, notifying them that their tariff rates could be 10% or 15%, effective August 1. Also, President Trump recently announced that the US will impose 30% tariffs on US imports from the European Union and Mexico, effective August 1. In addition, Mr. Trump said that a 35% tariff on some Canadian products would take effect on August 1, up from the current 25%.
The markets this week will focus on any tariff news along with the announcement of any new trade deals. Later today, Jun existing home sales are expected to fall -0.7% m/m to 4.00 million. After today's close, Alphabet and Tesla will release their quarterly earnings. On Thursday, weekly initial unemployment claims are expected to climb by +5,000 to 226,000. Also, the July S&P US manufacturing PMI is expected to slip -0.2 to 52.7. Finally, on Thursday, June new home sales are expected to climb +4.3% m/m to 650,000. On Friday, June capital goods new orders nondefense ex-aircraft and parts are expected to increase by +0.2% m/m.
Federal funds futures prices are discounting the chances for a -25 bp rate cut at 3% at the July 29-30 FOMC meeting and 58% at the following meeting on September 16-17.
The markets are absorbing a heavy slate of quarterly corporate earnings results this week. About one-fifth of the companies in the S&P 500 are expected to report their Q2 earnings results this week. Early results now show S&P 500 earnings are on track to rise +3.2% for the second quarter, better than the pre-season expectations of +2.8% y/y, according to Bloomberg Intelligence. Also, only six of the eleven S&P 500 sectors are projected to post an increase in earnings, the fewest since Q1 of 2023, according to Yardeni Research.
Overseas stock markets today are higher. The Euro Stoxx 50 is up +1.04%. China's Shanghai Composite rose to a new 9.5-month high and closed up +0.01%. Japan's Nikkei Stock 225 rallied to a 1-year high and closed up sharply by +3.51%.
Interest Rates
September 10-year T-notes (ZNU25) today are down -7 ticks. The 10-year T-note yield is up +2.8 bp to 4.372%. T-notes are retreating today after the announcement of a trade deal between Japan and the US reduced safe-haven demand for government debt. Supply pressures are also weighing on T-notes as the Treasury will auction $13 billion of 20-year T-bonds later today. Easing inflation expectations are limiting losses in T-notes as the US 10-year breakeven inflation rate fell to a 1-week low today of 2.388%.
European government bond yields today are moving higher. The 10-year German bund yield is up +1.8 bp to 2.608%. The 10-year UK gilt yield is up +4.4 bp to 4.613%.
Swaps are discounting the chances at 2% for a -25 bp rate cut by the ECB at Thursday's policy meeting.
US Stock Movers
Power producers are climbing today after PJM Interconnection LLC predicted that the AI boom will prompt businesses and households served by the largest US power grid to spend a record $16.1 billion to ensure electricity supplies, which could support utility profit margins. Vistra (VST) is up more than +8% and Constellation Group (CEG) is up more than +6% to lead gainers in the Nasdaq 100. Also, Talen Energy (TLN) is up more than +7%, and NRG Energy (NRG) is up more than +5%.
Weakness in shares of automotive and industrial chipmakers is limiting gains in the Nasdaq 100, with Texas Instruments (TXN) down more than -12% to lead losers in the Nasdaq 100 after company executives on anearnings callsaid there isn’t a "true broad recovery" in the automotive sector as automotive customers who ship into the US are cautious due to tariffs. Also, Microchip Technology (MCHP) is down more than -8%, ON Semiconductor (ON) is down more than -5%, and NXP Semiconductors (NXPI) and Analog Devices (ADI) are down more than -3%. In addition, Global Foundries (GFS) is down more than -2%.
Lamb Weston Holdings (LW) is up more than +15% to lead gainers in the S&P 500 after reporting Q4 net sales of $1.68 billion, stronger than the consensus of $1.59 billion.
GE Vernova (GEV) is up more than +11% after reporting Q2 revenue of $9.11 billion, stronger than the consensus of $8.80 billion.
Thermo Fisher Scientific (TMO) is up more than +10% after reporting Q2 revenue of $10.86 billion, above the consensus of $10.69 billion, and forecasting full-year sales of $43.6 billion-$44.2 billion, the midpoint above the consensus of $43.7 billion.
Lennox International (LII) is up more than +9% after reporting Q2 adjusted EPS of $7.82, well above the consensus of $6.89.
TE Connectivity Plc (TEL) is up more than +8% after reporting Q3 net sales of $4.53 billion, better than the consensus of $4.33 billion, and forecasting Q4 net sales of $4.55 billion, above the consensus of $4.42 billion.
Manhattan Associates (MANH) is up more than +15% after reporting Q2 revenue of $272.4 million, better than the consensus of $263.7 million, and boosting its full-year revenue forecast to $1.07 billion-$1.08 billion from a previous forecast of $1.06 billion-$1.07 billion, higher than the consensus of $1.06 billion.
Capital One Financial (COF) is up more than +3% after reporting Q2 net revenue of $12.49 billion, above the consensus of $11.84 billion.
Fiserv (FI) is down more than -20% to lead losers in the S&P 500 after reporting Q2 organic revenue grew +8.00%, below the consensus of +8.91%.
Otis Worldwide (OTIS) is down more than -11% after reporting Q2 net sales of $3.60 billion, below the consensus of $3.71 million, and cutting its full-year net sales forecast to $114.5 billion to $14.6 billion from a previous estimate of $14.6 billion to $14.8 billion, weaker than the consensus of $14.72 billion.
Unity Software (U) is down more than -4% after BTIG downgraded the stock to sell from neutral with a price target of $25.
Northern Trust Corp (NTRS) is down more than -3% after reporting Q2 provision for credit losses of $16.5 million, well above the consensus of $4.31 million.
AT&T (T) is down more than -1% after forecasting full-year adjusted EPS of $1.97-$2.07, below the consensus of $2.09.
Hilton Worldwide Holdings (HLT) is down more than -1% after cutting its full-year net income forecast to $1.64 billion to $1.68 billion from a previous forecast of $1.71 billion to $1.75 billion.
Earnings Reports (7/23/2025)
Alphabet Inc (GOOGL), Amphenol Corp (APH), AT&T Inc (T), Boston Scientific Corp (BSX), Chipotle Mexican Grill Inc (CMG), CME Group Inc (CME), Crown Castle Inc (CCI), CSX Corp (CSX), Fiserv Inc (FI), Freeport-McMoRan Inc (FCX), GE Vernova Inc (GEV), General Dynamics Corp (GD), Globe Life Inc (GL), Hasbro Inc (HAS), Hilton Worldwide Holdings Inc (HLT), International Business Machine (IBM), Lamb Weston Holdings Inc (LW), Las Vegas Sands Corp (LVS), Lennox International Inc (LII), Molina Healthcare Inc (MOH), Moody's Corp (MCO), NextEra Energy Inc (NEE), Northern Trust Corp (NTRS), NVR Inc (NVR), O'Reilly Automotive Inc (ORLY), Otis Worldwide Corp (OTIS), Packaging Corp of America (PKG), Raymond James Financial Inc (RJF), Rollins Inc (ROL), ServiceNow Inc (NOW), TE Connectivity PLC (TEL), Teledyne Technologies Inc (TDY), Tesla Inc (TSLA), Thermo Fisher Scientific Inc (TMO), T-Mobile US Inc (TMUS), United Rentals Inc (URI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Supported as US Announces a Trade Deal with Japan

Key Points
Four separate analysts have recommended buying Unity Software stock in the last 24 hours.
Morgan Stanley has the most interesting advice, recommending the stock, but seemingly at a price substantially lower than it costs today.
Unity stock really is quite expensive for its growth forecast.
More and more analysts are unifying behind a bull thesis on Unity Software (NYSE: U). Shares of the graphics software company rocketed 14% yesterday after Jefferies raised its price target to $35.
Today, three more analysts are chiming in on Unity -- and the stock is up 10.8% through 9:55 a.m. ET.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
Valuing Unity stock
In a trio of notes this morning, UBS raised its price target on Unity stock to $33, with a neutral rating; Wedbush raised its price target to $39 with an outperform recommendation; and Morgan Stanley ended with a good news/bad news note:
Morgan Stanley analyst Matthew Cost writes today on The Fly that he's seeing "marked improvement" with Unity Ads sales up 15% to 20%. Unity has "produced a fundamentally more competitive ad product," says Cost, that's translating into tremendous sales growth.
Is Unity stock a buy?
But here's the weird part: Cost gives Unity stock an overweight rating, but only a $25 price target, which is below the $38 Unity stock costs today. So what's an investor to make of that?
Morgan Stanley might have made a typo, and meant to value Unity stock higher. Alternatively, what Cost might be trying to say is that Unity would be a buy... at the right price. And that's a sentiment I agree with.
With $308 million in trailing free cash flow and a $15.8 billion market cap, Unity stock now trades at a steep 51 price-to-free-cash-flow ratio. This seems expensive to me given most analysts forecast the company will grow FCF only about 26% annually over the next five years. But if you cut the stock's price 35% or so, to about $25 a share, $10.4 billion, or 33.5 times FCF, the valuation looks more attractive.
At that price, I might even buy some myself.
Don’t miss this second chance at a potentially lucrative opportunity
Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $444,437!*
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $39,897!*
Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $674,281!*
Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.
*Stock Advisor returns as of July 14, 2025
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Jefferies Financial Group and Unity Software. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Unity Software Stock Keeps Going Up

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Coinbase Global Inc (Symbol: COIN), where a total volume of 265,330 contracts has been traded thus far today, a contract volume which is representative of approximately 26.5 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 146.8% of COIN's average daily trading volume over the past month, of 18.1 million shares. Particularly high volume was seen for the $400 strike call option expiring July 18, 2025, with 18,167 contracts trading so far today, representing approximately 1.8 million underlying shares of COIN. Below is a chart showing COIN's trailing twelve month trading history, with the $400 strike highlighted in orange:
Unity Software Inc (Symbol: U) options are showing a volume of 162,516 contracts thus far today. That number of contracts represents approximately 16.3 million underlying shares, working out to a sizeable 134.7% of U's average daily trading volume over the past month, of 12.1 million shares. Especially high volume was seen for the $35 strike call option expiring July 18, 2025, with 8,924 contracts trading so far today, representing approximately 892,400 underlying shares of U. Below is a chart showing U's trailing twelve month trading history, with the $35 strike highlighted in orange:
And Appian Corp (Symbol: APPN) saw options trading volume of 8,482 contracts, representing approximately 848,200 underlying shares or approximately 124.3% of APPN's average daily trading volume over the past month, of 682,345 shares. Especially high volume was seen for the $27.50 strike put option expiring August 15, 2025, with 4,253 contracts trading so far today, representing approximately 425,300 underlying shares of APPN. Below is a chart showing APPN's trailing twelve month trading history, with the $27.50 strike highlighted in orange:
For the various different available expirations for COIN options, U options, or APPN options, visit StockOptionsChannel.com.
SHC Options Chain
DRNA Insider Buying
CRDL market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Wednesday Option Activity: COIN, U, APPN

Key Points
Jefferies analyst Brent Thill raised his price target on Unity stock to $35 today.
Ad spending in mobile games is on the rise, and Unity should benefit from this.
Unity stock costs a lot but is growing free cash flow quickly.
Unity Software (NYSE: U), a 3D graphics software specialist, rocketed 12.7% through 1:05 p.m. ET on Wednesday, and it's not hard to figure out why.
This morning, StreetInsider.com reported that Jefferies analyst Brent Thill raised his price target on Unity by more than 20% to $35 and reiterated his buy recommendation on the stock.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
What Jefferies says about Unity
Citing data from his company's 2Q mobile game ad tech survey, Thill said "overall 2025 ad spend expectations improved off of April" and are now on course for nearly 4% year-over-year growth. Unity's share of this market is growing and "incrementally positive," leading the analyst to raise his earnings estimates for the stock -- and accordingly, his price target.
Is Unity stock a buy?
Is this price target justified? Perhaps.
Unprofitable as calculated according to generally accepted accounting principles (GAAP), Unity does generate substantial positive free cash flow -- $308 million over the last 12 months. On a $14 billion stock, that works out to a 45x price-to-free-cash-flow valuation on the stock.
Expensive? Absolutely. And yet, the growth estimates for Unity stock are terrific and potentially terrific enough to make this stock a buy. Analysts polled by S&P Global Market Intelligence forecast Unity will more than triple its free cash flow (FCF) over the next five years to nearly $1 billion in 2030. If that's how things play out, the stock's seemingly excessive valuation could conceivably be justified.
Still, going from $308 million to just under $1 billion in five years works out to only a 26% annualized FCF growth rate. I'd prefer to see that go higher to justify the stock's 45x FCF valuation -- or for the stock to pull back a bit before buying any Unity stock myself.
Don’t miss this second chance at a potentially lucrative opportunity
Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.
On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:
Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $442,699!*
Apple: if you invested $1,000 when we doubled down in 2008, you’d have $39,697!*
Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $679,653!*
Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.
*Stock Advisor returns as of July 14, 2025
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Unity Software. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Unity Software Stock Soared on Wednesday

Though the major indices are red in early Wednesday trading, three momentum leaders are breaking out on news-driven catalysts, including:
Circle Jumps on GENIUS Act Progress
Zacks Rank #3 (Hold) stock Circle Internet Group (CRCL) is the leading stablecoin issuer in the United States. In a partnership with Coinbase Global (COIN), the company manages the USD Coin (USDC), a cryptocurrency designed to maintain a stable value and pegged to the US dollar. Through stablecoins like USDC, can send money globally much more efficiently than with fiat and at a significantly lower cost. However, one of the major roadblocks to widespread use is the regulatory red tape that has hindered progress. That said, CRCL, one of the top performing IPOs of 2025, rose in early trading after President Donald Trump disclosed that 11 of 12 House representatives have agreed to support the GENIUS Act, a piece of legislation that outlines a regulatory framework for stablecoins. A vote is expected to take place on Wednesday afternoon.
Image Source: Zacks Investment Research
Unity Software Breaks Out After Jefferies Upgrade
An analyst at Jefferies upgraded the Zacks Rank #2 (Buy) stock Unity Software (U) on Wednesday, assigning the stock a $35 price target. The analyst cited Unity’s new niche AI platform, ‘Vector’ which focuses on optimizing advertising and acquiring new users in the mobile gaming industry. Vector leverages in-game behavior and user patterns to produce pinpointed ads. Wall Street analysts tracked by Zacks Investment Research expect robust double-digit EPS growth through 2026.
Image Source: Zacks Investment Research
Rigetti Soars on Quantum Computing Performance Achievement
Rigetti Computing (RGTI), a leader in full-stack quantum-classical computing, announced that it achieved a mid-year performance milestone for its quantum computer. The breakthrough, which encompasses achieving a 99.5% median fidelity rate for two-qubit gates on its 36-qubit modular system, represents a twofold improvement in its quantum computing capabilities and is a critical step toward building a reliable quantum computing system. RGTI shares are poised to break out to multi-month highs on the news and may be further driven further by a short squeeze. Roughly 20% of the RGTI float is currently short.
Image Source: TradingView
Bottom Line
The animal spirits are alive and well on Wall Street as momentum names like Circle, Unity Software, and Rigetti break out on volume.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Unity Software Inc.

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