Roblox's Growth Surge: The gaming platform has reported a 48% year-over-year revenue increase, reaching $1.4 billion, with a significant rise in daily active users and engagement metrics, indicating a strong recovery and expansion beyond its core gaming audience.
Monetization Strategies: Roblox is diversifying its revenue streams by incorporating advertising and regional pricing strategies, aiming to enhance user monetization while maintaining engagement, which is crucial for its long-term profitability.
Investor Sentiment: The stock has more than doubled in 2025, but its unprofitability and high valuation have created a divide among investors, with some optimistic about its growth potential and others concerned about its financial fundamentals.
Future Challenges: As Roblox transitions from a popular platform to a potentially profitable entity, the company faces the challenge of balancing user experience with monetization efforts, making its future performance a key focus for investors.
Wall Street analysts forecast RBLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RBLX is 133.89 USD with a low forecast of 70.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
Wall Street analysts forecast RBLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RBLX is 133.89 USD with a low forecast of 70.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
8 Hold
1 Sell
Moderate Buy
Current: 74.700
Low
70.00
Averages
133.89
High
180.00
Current: 74.700
Low
70.00
Averages
133.89
High
180.00
B. Riley
Drew Crum
Buy
maintain
$125
2026-01-21
New
Reason
B. Riley
Drew Crum
Price Target
$125
AI Analysis
2026-01-21
New
maintain
Buy
Reason
B. Riley analyst Drew Crum reaffirms a Buy rating and $125 price target on Roblox shares ahead of its Q4 results on February 5, following a 41% post-Q3 correction. The company is expected to report healthy, though decelerating, bookings growth with margin pressure from higher investments, provide de-risked CY26 guidance, and potentially benefit from the launch of its new game Escape Tsunami for Brainrots! boosting 1Q26 results, the analyst tells investors in a research note.
Deutsche Bank
Buy
downgrade
$140 -> $115
2026-01-20
New
Reason
Deutsche Bank
Price Target
$140 -> $115
2026-01-20
New
downgrade
Buy
Reason
Deutsche Bank lowered the firm's price target on Roblox to $115 from $140 and keeps a Buy rating on the shares.
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JPMorgan
analyst
Neutral
maintain
2026-01-20
New
Reason
JPMorgan
analyst
Price Target
2026-01-20
New
maintain
Neutral
Reason
JPMorgan notes that Roblox engagement trends stabilized this past weekend, calling out "the first week in recent memory" where year-over-year trends did not moderate. In the firm's view, this is "a rather encouraging data point" given it coincided with the global age verification roll-out, added the analyst, who has a Neutral rating on Roblox shares.
Wells Fargo
Overweight
downgrade
$141 -> $107
2026-01-08
Reason
Wells Fargo
Price Target
$141 -> $107
2026-01-08
downgrade
Overweight
Reason
Wells Fargo lowered the firm's price target on Roblox to $107 from $141 and keeps an Overweight rating on the shares. The firm believes in secular growth story, but acknowledges "we were likely underestimating the difficulty of the 2025 content cycle comps." Wells is cutting 2026 and beyond estimates, but sees healthy growth profile and interesting post-Q4 print opportunity for investors with longer duration.
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.
