-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将12个月目标价下调39美元至70美元，并采用5.2倍的企业价值/营收倍数（EV/Revenue）对2027年业绩进行估值，低于其十年历史平均倍数7.6倍。我们将2026年亏损预期从1.50美元下调至1.48美元，并将2027年亏损预期从1.48美元下调至1.26美元。全球聊天访问年龄验证机制的引入导致用户互动减少。这项限制影响了已验证年龄的用户和未验证年龄的用户，因为现在所有用户都必须验证年龄才能进行交流。成年人不再被允许与16岁以下的用户交流，这进一步限制了不同年龄段用户之间的互动。RBLX观察到应用商店评分有所下降，他们认为这导致了通常来自应用商店的自然注册用户数量的减少。这一变化与年龄验证和发现算法更加注重盈利有关。这导致全年财务预期下调，收入和预订量的预期增长均有所降低。
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