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

There are widespread fears of software disruption, but I think this one will be just fine.

By Matt Frankel, CFP – Mar 13, 2026 at 6:21AM EST

Investors 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 +13.57%), 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.

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About the Author

Matt Frankel, CFP
Matt Frankel, CFP, is a contributing Motley Fool stock market analyst specializing in the real estate and financial sectors. 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, Globe St, The National Desk, and other TV networks and publications for his real estate, financial, stock market, and investing expertise.
TMFMattFrankel
X@MattFrankelCFP

Matt Frankel, CFP 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.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Unity Software Stock Quote
Unity Software
NYSE: U
$19.46
(+13.57%)+$2.33

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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