
Roblox (RBLX) Stock Forecast & Price Target
Roblox (RBLX) Analyst Ratings
Bulls say
Roblox demonstrated strong financial performance in the third quarter, exceeding estimates for bookings and EBITDA by approximately 20% and 40% respectively, leading to upward adjustments in projections for the fourth quarter. The company experienced impressive year-over-year sign-up growth of 97% and notable sequential growth of 41% quarter-over-quarter, highlighting a robust user acquisition trend. Additionally, the strategic increase in developer payouts is expected to enhance content development and attract new creators, which should further solidify Roblox's competitive market position and promote long-term growth.
Bears say
The financial analysis of Roblox indicates a negative outlook, driven by anticipated margin contraction, with expected margins decreasing by 100 basis points year-over-year. Additionally, there are concerns over slower bookings growth projections for '26E, revised down to 21.6%, compared to a previous estimate of 34.3%, alongside a lowered covenant EBITDA estimate by 6%. Lastly, a decline in user engagement and potential risks associated with the company's platform partnerships could further exacerbate revenue pressure, especially if user attrition occurs.
This aggregate rating is based on analysts' research of Roblox and is not a guaranteed prediction by Public.com or investment advice.
Roblox (RBLX) Analyst Forecast & Price Prediction
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