Here's Why Daiwa Is Optimistic On Roblox, Unity Software

• Daiwa analyst Jonathan Kees initiated coverage on these two stocks with Outperform ratings.
• Kees initiated Roblox Corp (NYSE:RBLX) with an Outperform rating and a $56 price target (21% upside). 
• The analyst foresees the mobile gaming market expanding in the early teens and the metaverse market growing nearly triple digits.
• Kees initiated Unity Software Inc (NYSE:U) with an Outperform rating and a $110 price target (17% upside). 
• The analyst notes that the addressable market is growing, even though the competition is intense.
• Price Action: U shares traded higher by 0.27% at $94.23, and RBLX shares traded lower by 1.68% at $46.28 on Monday's last check.