Jefferies Cuts Roblox to Underperform, Sees 18% Downside on Bookings
Jefferies kept its $38 target and said the post-Q2 rebound priced in too much bookings growth for the next year.
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Meta’s New Game Tools Hit Unity. One Analyst Says the Selloff Looks Overdone
Unity fell after Meta unveiled Horizon Create and Studio. Freedom Broker says Roblox and Unity can weather the near-term competition.
JPMorgan: Roblox Weekend Play Hits Highest Level Since December
JPMorgan says Roblox hit 28.7 million peak weekend users, its highest level since December. “Steal An Egg” surged.
Roblox Stock Hit by Wave of Analyst Downgrades After Weak Guidance
Monetization slows, visibility drops, and price targets are cut.
Roblox Misses Bookings Forecast as New Safety Rules Weigh on Growth
Roblox Q2 EPS beat expectations at ($0.26) with $1.6B in bookings, but shares fell on soft Q3 guidance of $1.58–$1.65B due to new age-verification rules.
Citi Stays Bullish on Roblox Despite Stock Drop and Weak CCU Trends
Despite launching Grow a Garden 2, Roblox saw a 5% year-over-year decline in users. Citi maintains a Buy rating and a $70 price target amid Q2 concerns.