ROBLOX CORP: DISCONTINUING NEW SIGN-UPS FOR ROBLOX PREMIUM

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: Apr 10 2026

0mins

RBLX+2.39%

Should l Buy RBLX?

Source: moomoo

Roblox Premium Changes: Roblox Corporation has announced that it will no longer offer new sign-ups for its Premium subscription service.
Impact on Users: Existing Premium members will continue to have access to their benefits, but new users will not be able to subscribe to the service.

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Analyst Views on RBLX

Wall Street analysts forecast RBLX stock price to rise

22 Analyst Rating

13 Buy

8 Hold

1 Sell

Moderate Buy

Current: 60.340

Low

70.00

Averages

133.89

High

180.00

Current: 60.340

Low

70.00

Averages

133.89

High

180.00

TD Cowen

Sell

downgrade

$70 -> $54

2026-04-14

Reason

TD Cowen

Price Target

$70 -> $54

AI Analysis

2026-04-14

downgrade

Sell

Reason

TD Cowen lowered the firm's price target on Roblox to $54 from $70 and keeps a Sell rating on the shares. The firm cut the company's estimates ahead of earnings citing "weak" recent engagement trends. Based on engagement trends through the end of March, TD reduced its fiscal 2026 bookings estimate to $7.75B from $7.91B, putting it even further below the bottom end of Roblox's guidance range. A guidance cut, which seems highly likely, "would be highly damaging to management's credibility, and would likely impair the company's multiple," the analyst tells investors in a research note.

Citi

Buy

maintain

$90

2026-04-06

Reason

Citi

Price Target

$90

2026-04-06

maintain

Buy

Reason

Citi says data from RoMonitor suggests Roblox average concurrent user trends consistent with Q2 bookings of $1.72B, or about 8% below the Visible Alpha consensus bookings for Q2 of $1.87B. The firm keeps a Buy rating and $90 price target on Roblox shares.

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About RBLX

Roblox Corporation operates a platform for connection and communication (Roblox Platform), where every day, people come to create, play, work, learn, and connect with each other in experiences built by its global community of creators. The Company’s platform consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud. Roblox Client is an application that allows users to seamlessly explore 3D immersive experiences. Roblox Studio is the free toolset that allows developers and creators to build, publish, and operate three-dimensional (3D) immersive experiences and other content accessed with the Roblox Client. Roblox Cloud includes the services and infrastructure that power its Platform. The Company operates the Roblox Platform as a live service that allows users to play and socialize with others for free. The Company offers developers and creators the ability to build engaging, immersive experiences and marketplace items that they can easily share with the Roblox community.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Wells Fargo Lowers Roblox's Performance Outlook

Apr 12 2026NASDAQ.COM

Guidance Downgrade: Wells Fargo analyst Ken Gawrelski forecasts Roblox's Q2 bookings growth at 23% to 25%, falling short of the 30% analyst consensus, indicating significant challenges in meeting growth metrics that could undermine investor confidence.
Cost Structure Issues: Roblox's high cost structure and excessive stock-based compensation pose long-term profitability challenges, as evidenced by a 43% revenue increase to $1.4 billion and a 63% surge in bookings to $2.2 billion last quarter, yet high expenses limit its profit potential.
Price Target Reduction: Gawrelski has lowered Roblox's price target from $97 to $78, marking the second reduction this year, reflecting a cautious outlook on the company's future performance and potentially prompting a market reassessment of the stock.
Advertising Business Opportunity: Despite short-term challenges, Gawrelski remains optimistic about Roblox's long-term prospects, believing that expanding its advertising business could enhance margins, indicating the company's potential in diversifying its revenue streams.

Analyst Lowers Roblox Growth Forecast

Apr 12 2026Fool

Growth Forecast Downgrade: Wells Fargo analyst Ken Gawrelski predicts that Roblox's Q2 bookings growth will decline to between 23% and 25%, below the analyst consensus of 30%, indicating challenges in achieving growth metrics.
Price Target Adjustment: Gawrelski has lowered Roblox's stock price target from $97 to $78, marking the second reduction this year, reflecting a cautious outlook on the company's future performance.
Long-Term Optimism: Despite short-term challenges, Gawrelski remains optimistic about Roblox's long-term prospects, believing that the expansion of its advertising business will help boost margins, although the current business model lacks attractiveness.
High Cost Structure: Roblox's structurally high expenses hinder profitability; despite a 43% revenue increase to $1.4 billion last quarter, the high costs associated with content creators and platform maintenance continue to suppress the company's profitability.

Roblox Launches New Subscription Service Roblox Plus

Apr 10 2026Newsfilter

Enhanced User Value: Roblox Plus subscription plan will launch globally on April 30, 2026, at $4.99 per month, offering discounts on in-game purchases and avatar items, aimed at enhancing user experience and increasing engagement, thereby driving long-term growth for the platform.
Creator Revenue Assurance: Roblox will cover the discounts for users, ensuring creators earn the same amount per sale while allowing for increased revenue opportunities as users make more purchases, promoting a healthy ecosystem on the platform.
Introduction of New Features: Subscribers will receive a 10% discount on in-game purchases, increasing to 20% after the third month, and can choose game partners through unlimited private servers, enhancing social interaction and user satisfaction.
Creator Support Mechanism: Roblox Plus also provides new revenue opportunities for creators, including an API that allows users to subscribe within games, generating additional Robux income for creators, further incentivizing them to grow their businesses on the platform.