JPMorgan Downgrades Roblox to Neutral Amid Slowing Growth
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.
Unity and Epic Games form a surprising partnership to let developers publish Unity-built games inside Fortnite, expanding the creator economy and pushing forward an open metaverse vision.
The gaming giant reported massive sales and user records in its best quarter ever, driven by viral hits, even as it tackles rising child safety concerns globally.
Morgan Stanley maintains Overweight rating on Roblox with $170 price target. Analyst sees parallels to YouTube and strong AI positioning for next-gen entertainment leader.
Citi boosts Roblox price target to $155, maintains Buy rating ahead of October 30 Q3 report, expecting bookings beat and raised 2025 outlook based on positive RoMonitor data.
Roblox shares fell sharply as analyst reports highlighted decelerating money growth (bookings) in the U.S. and Europe, linked primarily to the "back-to-school" period.