Roblox Stock Upgraded to Buy as Growth Outlook Strengthens
Roth Capital upgrades Roblox to Buy with an $84 price target, citing strong bookings growth, improved game quality, and rising older player engagement.
Roth Capital upgrades Roblox to Buy with an $84 price target, citing strong bookings growth, improved game quality, and rising older player engagement.
Roblox shares jump 20% after beating Q4 expectations and forecasting 2026 bookings up to $8.55B, driven by 69% user growth despite new safety measures.
Unity, Roblox, and Take-Two shares fell sharply after Google launched Project Genie, an AI tool that creates 3D virtual worlds from text prompts, sparking competition concerns.
New Roblox game "Escape Tsunami For Brainrots!" drives platform growth with 40M+ visits, catching Wall Street's attention despite analyst price target adjustments.
TD Cowen lowers Roblox price target to $70, citing slower December bookings and declining engagement on top games.
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.