
Roblox (RBLX) Stock Forecast & Price Target
Roblox (RBLX) Analyst Ratings
Bulls say
Roblox has demonstrated a positive outlook driven by key metrics indicating strong user engagement and financial growth; the Average CCU per DAU ratio has expanded by approximately 38% since Q1, reflecting deeper session times. Additionally, the company has reported a significant bookings growth of 70% and an impressive EBITDA growth of 125% for the quarter, along with guidance suggesting approximately 50% bookings growth in 2025, well above its long-term target of 20%. The platform's user base continues to grow broadly across regions, particularly among the 13+ demographic, reinforcing the potential for sustained revenue generation through in-game purchases and advertising opportunities.
Bears say
Roblox's financial outlook has been adjusted downward, with a lowered fiscal year 2026 bookings growth forecast of 18%, down from an expected 24%, alongside a reduction in the adjusted EBITDA margin to 21% from 23%. Additionally, a decline in concurrent users (CCUs) by 8% quarter-over-quarter through the fourth quarter of 2025 raises concerns about user engagement, which has historical correlations with paying user trends. Furthermore, the introduction of age verification has negatively affected platform engagement, evidenced by a significant drop in the percentage of users able to chat within experiences, compounding uncertainties about future bookings and overall revenue performance.
This aggregate rating is based on analysts' research of Roblox and is not a guaranteed prediction by Public.com or investment advice.
Roblox (RBLX) Analyst Forecast & Price Prediction
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