29 stories mentioning RBLXUpdated 31d ago
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Roblox (RBLX) has an average rating of overweight and mean price target of $66.48, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Take-Two Interactive Software's (TTWO) financials are poised to get a boost from the higher-than-expected pricing of the "Grand Theft Auto VI" video game, B. Riley Securities said in a note e-mailed Thursday.In a Wednesday update, the video game publisher's Rockstar Games said pre-orders for the highly anticipated title would begin Thursday, with the base edition introduced at $79.99. The game will be available on Sony's (SONY) PlayStation and Microsoft's (MSFT) Xbox platforms.B. Riley said the game's price is $10 higher than originally modeled and the industry standard for a new triple A game on current-generation console systems."We view this update favorably given it insinuates confidence in the quality of the game (and) suggests incremental upside to financials -- keeping unit volume unchanged implies an incremental ($300 million-plus) to net bookings in our model," B. Riley analyst Drew Crum said in a note to clients.The brokerage now projects Take-Two's non-GAAP earnings at $8 per share for 2027 and $9.75 for 2028, compared with its prior outlooks of $7.52 and $9.36, respectively. B. Riley's unit estimates for GTA VI are unchanged at 37 million and 28.9 million for 2027 and 2028, respectively, according to the note.The latest update from Rockstar also offers another data point that confirms the game's Nov. 19 launch date remains intact, Crum said.GTA VI was originally slated to come out in 2025, but was delayed first to May 26 this year and then to Nov. 19.B. Riley sees Rockstar's update favorably for Turtle Beach (TBCH) and the video game industry. It is neutral in terms of impact to Corsair Gaming (CRSR) and Roblox (RBLX), and "potentially negative for other parts of our universe as the game consumes mindshare and limited entertainment time," Crum wrote.Price: $233.81, Change: $-1.91, Percent Change: -0.81%
Access to Roblox's (RBLX) gaming platform has been restored in Russia, Bloomberg reported Wednesday, citing a report by Russian news agency TASS.Roblox didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $42.76, Change: $-0.24, Percent Change: -0.57%
TASS Says Roblox Gaming Platform Restored in Russia, Bloomberg Reports
Restrictions on Roblox (RBLX) in Russia could be lifted after some of the country's regulators appealed to law enforcement agencies to drop the prohibitions, Bloomberg reported Tuesday, citing a report by Russian news agency Interfax.The children's gaming platform has provided guarantees that it would comply with Russian law, the report said, citing Interfax.Roblox didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $43.83, Change: $+1.53, Percent Change: +3.62%
Russian News Agency Says Roblox Restrictions Could be Lifted There, Bloomberg Reports
Roblox (RBLX) is seeing signs of weakening user engagement across key metrics amid its mandatory age-check rollout, Wedbush Securities said Friday.Earlier this year, the video game platform implemented an age-check feature for accessing chat. In late April, the company said the move has slowed new user acquisition and hampered growth.Roblox's weekly concurrent user growth fell to about negative 10% year over year in recent weeks, completing "a steady deceleration" from a roughly 65% growth rate seen earlier this year, Wedbush analysts, including Alicia Reese, said in a note to clients Friday.On an annual basis, concurrent user growth has decelerated every month since its August peak, according to the brokerage."Engagement weakened across all metrics this period," the analysts said. "Part of the (concurrent user) step-down is the hard comp we flagged previously, as we now lap the (2025 second half) viral/international surge."Average weekly daily active user growth has turned "modestly negative," the analysts wrote."More telling is the (concurrent user-to-DAU) ratio, which has compressed toward summer (2025) lows -- the first real challenge to the engagement-intensity thesis anchoring our constructive stance," Wedbush said. "Because the ratio informs session depth within the period, its decline is not a comp artifact: per-user engagement appears to be thinning modestly."The weakness is largely "self-inflicted" as the new protocols make signing up tougher and restrict the social features that help extend session lengths, the analysts said. "We're not abandoning our thesis here, but the onus is now on Roblox to prove it out."The brokerage has an outperform rating on the company's stock, with a $65 price target.Roblox shares were down 4.3% in Friday afternoon trade. The stock has lost nearly 49% in value so far this year.Recently, UBS Securities said Roblox's growth could decelerate in the near term amid engagement headwinds tied to the mandatory age-check rollout.Price: $41.59, Change: $-1.76, Percent Change: -4.06%
Gregory Baszucki, Director, on June 01, 2026, sold 16,666 shares in Roblox (RBLX) for $777,139. Following the Form 4 filing with the SEC, Baszucki has control over a total of 10,714,069 Class A common shares of the company, with 5,185 shares held directly and 10,708,884 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1315098/000131509826000136/xslF345X05/wk-form4_1780431236.xml
Sean Jack Buckley, Chief People & Systems Officer, on May 20, 2026, sold 5,666 shares in Roblox (RBLX) for $256,501. Following the Form 4 filing with the SEC, Buckley has control over a total of 101,885 Class A common shares of the company, with 101,885 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1315098/000131509826000117/xslF345X05/wk-form4_1779485347.xml
Mark Reinstra, Chief Legal Officer & Corporate Secretary, on May 20, 2026, sold 22,735 shares in Roblox (RBLX) for $1,035,526. Following the Form 4 filing with the SEC, Reinstra has control over a total of 653,392 Class A common shares of the company, with 432,738 shares held directly and 220,654 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1315098/000131509826000118/xslF345X05/wk-form4_1779485367.xml
Roblox (RBLX) said Tuesday that its board has authorized a repurchase program of up to $3 billion of its common stock, with the intent to buy back up to $1 billion of stock over the next 12 months.This represents the company's first-ever share repurchase program, according to a statement.Shares of the company were up 4% in after-hours trading.
Gregory Baszucki, Director, on May 05, 2026, sold 16,666 shares in Roblox (RBLX) for $749,424. Following the Form 4 filing with the SEC, Baszucki has control over a total of 10,718,343 Class A common shares of the company, with 10,346 shares held directly and 10,707,997 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1315098/000131509826000104/xslF345X05/wk-form4_1778185319.xml
Roblox (RBLX) shares fell 6.8% on Tuesday after Piper Sandler downgraded the stock to neutral from overweight and cut its price target to $50 per share from $100.Trading volume stood at over 9.4 million shares compared with a daily average of nearly 10.9 million.Price: $44.32, Change: $-3.25, Percent Change: -6.83%
Roblox (RBLX) has an average rating of overweight and mean price target of $67.31, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $39 to $70, applying an EV/Revenue multiple of 5.2x to our '27 estimate, a discount to its ten-year historical average multiple at 7.6x. We move our '26 loss estimate to $1.48 from $1.50 and move '27's loss to $1.26 from $1.48. The introduction of global age checks for chat access led to reduced communication engagement. This restriction affected both users who have age checked and those who have not, as age check is now required for communication. Adults are no longer allowed to communicate with users under 16, further limiting interaction across age groups. RBLX observed a reduction in app store ratings, which they believe is contributing to a decrease in organic sign-ups that typically originate from app stores. This change is associated with the effects of age checking and discovery algorithms being weighted more toward monetization. This has resulted in a revision of full-year financial guidance, lowering expected top-line growth for revenue and bookings.
Roblox's (RBLX) growth will likely decelerate in the near term amid engagement headwinds tied to a mandatory age-check rollout, UBS Securities said in a Friday client note.The video game platform reported a first-quarter loss late Thursday as bookings fell short of consensus estimates. The company implemented an age-check feature for accessing chat, a move that slowed new user acquisition and hampered growth, Roblox said in a shareholder letter.In addition, management tempered growth expectations for full-year revenue and bookings."We became the first large online gaming platform to introduce age checks to access chat on a global basis," Chief Executive David Baszucki told analysts during an earnings call late Thursday.The stock plunged 18% ahead of market close on Friday, and is down 44% so far this year."We still see Roblox as a beneficiary of secular trends in gaming and expect platform enhancements to support its ability to drive user growth/spend over time," UBS analysts including Christopher Schoell wrote in the note. "That said, we remain neutral given expectations for moderating near-term growth and engagement headwinds from age verification/regulatory shifts."UBS slashed its price target for Roblox shares to $49 from $74.For the second quarter, Roblox guided to 8% to 12% bookings growth, well below Wall Street's 29% estimate, according to the brokerage."We believe platform enhancements/content breadth will support Roblox's ability to drive user growth long-term, particularly in overseas markets where headroom remains," Schoell said. "That said, we see a transition period in the coming quarters with 49% of global users still remaining unverified, (versus) 55% last (quarter)."Price: $45.51, Change: $-9.75, Percent Change: -17.64%
BayFirst Financial's (BAFN) shares sank 28% after the company reported a wider Q1 loss and lower revenue late Thursday.More than 535,000 shares of the company traded intraday compared with a daily average of about 21,000.Roblox (RBLX) reset near-term expectations after lowering its 2026 guidance, with the rollout of mandatory facial age checks slowing new-user sign-ups and contributing to Q1 deceleration, Wedbush Securities said Friday in a report.Wedbush slashed its price target on Roblox stock to $65 from $90, while maintaining its outperform rating after the company reported a wider Q1 loss and revenue below consensus.Shares sank 17% following a surge in intraday trading volume to over 42.2 million from a daily average of about 10.4 million.Senseonics (SENS) said Thursday it priced a public offering of its securities to raise about $80 million in gross proceeds.Shares slumped 24% as intraday trading volume catapulted to more than 4.88 million from a daily average of about 442,000.Price: $6.00, Change: $-2.33, Percent Change: -27.97%
Roblox Looks to Challenge Unity, Epic With New AI Software, Bloomberg Reports
Roblox (RBLX) reset near-term expectations after lowering its 2026 guidance, with the rollout of mandatory facial age checks slowing new-user sign-ups and contributing to Q1 deceleration, Wedbush Securities said Friday in a report.The company's per-user economics, retention, and engagement intensity remain healthy, and the slowdown is concentrated at the user-acquisition stage rather than within the experiences themselves, the report said.Roblox's core revenue drivers, including developer payouts, advertising partnerships, and in-experience subscriptions, remain intact, the report said.Wedbush outlines a recovery path tied to getting its messaging and social features back to normal, improving app-store ratings, and bringing more 18-plus users onto the platform in H2.Wedbush slashed its price target on Roblox stock to $65 from $90 and maintained its outperform rating.Price: $45.60, Change: $-9.66, Percent Change: -17.48%
Roblox (RBLX) has an average rating of overweight and mean price target of $79.15, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $46.35, Change: $-8.92, Percent Change: -16.13%
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