TD Cowen Upgrades Roblox to Hold From Sell, Adjusts Price Target to $49 From $54
Roblox (RBLX) has an average rating of overweight and mean price target of $80.48, according to analysts polled by FactSet.
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Roblox (RBLX) has an average rating of overweight and mean price target of $80.48, according to analysts polled by FactSet.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:RBLX delivered solid Q1 2026 results, with revenue of $1,442M (+39% Y/Y) and bookings of $1,731M (+43% Y/Y), though net loss widened to $248M from $216M due to legal settlement expenses. User engagement remained robust, with daily active users reaching 132M (+35% Y/Y) and hours engaged surging to 31B (+43% Y/Y), demonstrating deepening platform stickiness. Strong international performance across regions and healthy developer ecosystem with exchange fees of $350M (+43% Y/Y) validate the global expansion strategy. Management guided for Q2 bookings of $1,550M-$1,610M (+8%-12% Y/Y) and full-year bookings of $7,330M-$7,600M (+8%-12% Y/Y). We believe the platform's strong cash generation of $596M FCF (+40% Y/Y) and robust $6.2B cash position provide flexibility for continued AI infrastructure investments and safety initiatives. We expect the advertising business to show healthy growth in 2026, while monitoring content diversification and potential China market entry opportunities.
Roblox (RBLX) reported a Q1 loss late Thursday of $0.35 per diluted share, widening from the loss of $0.32 a year earlier.Analysts surveyed by FactSet expected a loss of $0.41.Revenue in the three months ended March 31 rose to $1.44 billion from $1.04 billion a year earlier.Analysts polled by FactSet expected $1.74 billion.The company expects Q2 revenue of $1.39 billion to $1.45 billion. Analysts expect $1.88 billion.The company lowered 2026 revenue guidance to $5.87 billion to $6.14 billion from the prior forecast of $6.02 billion to $6.29 billion. Analysts expect $8.39 billion.Roblox shares tumbled 18% in after-hours activity.
Mark Reinstra, Chief Legal Officer & Corporate Secretary, on April 13, 2026, sold 18,653 shares in Roblox (RBLX) for $1,080,808. Following the Form 4 filing with the SEC, Reinstra has control over a total of 676,127 Class A common shares of the company, with 455,473 shares held directly and 220,654 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1315098/000131509826000089/xslF345X05/wk-form4_1776292039.xml
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