FINWIRES · TerminalLIVE
FINWIRES

Roblox's Age Verification System a Greater Challenge Than Expected, Morgan Stanley Says

By

Roblox's (RBLX) new age verification system is posing greater challenges to engagement and monetization than previously expected, Morgan Stanley analysts said in a Friday note.

Analysts said they had expected age verification to pose a manageable headwind for Roblox, but the company now has to execute through the aftershocks of weaker engagement and spending.

Morgan Stanley said, however, that the age verification headwind can be fixed and is within the company's control.

Analysts said that the company's newly announced Roblox Reality is "arguably the most ambitious deployment of genAI for game creation anywhere to-date," a testament to the company's leadership in that area.

Analysts retained an overweight rating on the stock, but lowered its price target to $62 from $140.

Price: $46.40, Change: $-8.86, Percent Change: -16.03%

Related Articles

Wire

Tanger Q1 Core FFO, Revenue Rise; 2026 Guidance Increased

Tanger (SKT) reported Q1 core funds from operations late Thursday of $0.59 per diluted share, up from $0.53 a year earlier.Analysts polled by FactSet expected $0.58.Revenue in the three months ended March 31 rose to $150.4 million from $135.4 million a year earlier.Analysts surveyed by FactSet expected $142.9 million.The company raised 2026 FFO guidance to $2.42 to $2.50 per diluted share from $2.41 to $2.49.Analysts polled by FactSet expect $2.47.Tanger shares fell 2.3% in after-hours trading.

$SKT
Wire

Alignment Healthcare Swings to Q1 Profit, Revenue Rises; Shares Fall After Hours

Alignment Healthcare (ALHC) reported Q1 earnings late Thursday of $0.05 per diluted share, compared with the loss of $0.05 a year earlier.Analysts polled by FactSet expected earnings of $0.01.Revenue in the three months ended March 31 rose to $1.24 billion from $926.9 million a year ago.Analysts surveyed by FactSet expected $1.22 billion.The company expects revenue of $1.3 billion to $1.32 billion in Q2 and $5.16 billion to $5.21 billion in the full year.Analysts project $1.31 billion in Q2 and $5.17 billion in 2026.Alignment Healthcare shares fell 10% in after-hours trading.

$ALHC
Wire

GoDaddy Q1 Earnings, Revenue Rise; Shares Gain After Hours

GoDaddy (GDDY) reported Q1 earnings late Thursday of $1.60 per diluted share, up from $1.51 a year earlier.Analysts polled by FactSet expected $1.52.Revenue in the three months ended March 31 rose to $1.27 billion from $1.19 billion a year earlier.Analysts surveyed by FactSet expected $1.26 billion.The company expects Q2 revenue of $1.29 billion to $1.31 billion. Analysts surveyed by FactSet expect $1.29 billion.GoDaddy reaffirmed 2026 revenue guidance of $5.2 billion to $5.28 billion. Analysts surveyed by FactSet expect $5.24 billion.In Q1, the company repurchased 3 million shares for $279.7 million.GoDaddy shares rose 4.2% in after-hours trading.

$GDDY