Roblox

RBLX · NYSE

$52.35+$1.60 (+3.15%)TodayMarket closed · Oct 20, 7:58 PM ET

Prev close $50.75

RBLX analyst rating

HoldConsensus of 26 analysts over the last 12 months. 35% rate it a buy.

Strong buy0
Buy9
Hold14
Underperform1
Sell2

12-month price target · 39 analysts

Average $49.67 (−5.1% downside)

Low: $30.30
Now: $52.35
High: $68.25

Upgrades and downgrades

The latest rating actions, newest first

RBLX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 14, 2026	Maintains	Neutral	$40.00 → $53.00	27%
UBS	Oct 14, 2026	Maintains	Neutral	$45.00 → $53.00	69%
DA Davidson	Oct 14, 2026	Maintains	Neutral	$40.00 → $50.00	31%
Jefferies	Sep 28, 2026	Downgrade	Hold → Underperform	$38.00	41%
Needham	Sep 23, 2026	Maintains	Buy	$50.00 → $55.00	48%
Macquarie	Sep 15, 2026	Maintains	Neutral	$37.00	50%
Roth Capital	Sep 15, 2026	Maintains	Buy	$55.00 → $60.00	69%
BTIG	Sep 15, 2026	Maintains	Sell	$30.00 → $41.00	39%
Wells Fargo	Sep 14, 2026	Maintains	Overweight	$46.00 → $64.00	55%
Wedbush	Sep 14, 2026	Maintains	Neutral	$40.00 → $48.00	56%

The case for and against

Updated Oct 14, 2026

Bull case

Roblox is attractive fundamentally because its nearly 125 million daily active users give it a massive, self-reinforcing ecosystem, while its shift toward discovery based on long-term retention should reduce dependence on a few viral hits and broaden monetization across more durable experiences. The company is also lowering friction to play through browser access, Direct Launch, standalone apps, and offline functionality, while expanding engagement tools like Moments, Friends, voice calling, and chat features that should deepen social interaction and improve return visits. Monetization is becoming more diversified through pre-roll ads, creator revenue-sharing, and a more professional creator stack, and management/discussion around 3Q suggests upside with 140M–145M DAUs and more than $1.7B in Bookings versus guidance of $1.576B–$1.653B.

Bear case

Roblox is facing a cautious outlook because its growth depends on sustaining engagement in a platform where direct access, algorithm changes, and a more fragmented discovery process could reduce cross-pollination between games and lower hours per user. The company also carries elevated execution risk from safety concerns tied to a young user base, a controlled governance structure with super-voting shares held by David Baszucki, and rising competition, all of which can pressure monetization and investor confidence. Although management may expand bookings and EBITDA, the cited 3Q26 estimate still reflects only a $1.808B bookings and $235M EBITDA outlook, underscoring that growth remains dependent on successful user acquisition and efficient monetization.

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