
Roblox (RBLX) Stock Forecast & Price Target
Roblox (RBLX) Analyst Ratings
Bulls say
Roblox's strong financial performance in the third quarter is highlighted by a 20% beat on bookings and a 40% increase in EBITDA, leading to upward revisions of 20% and 30% for bookings and EBITDA estimates for the fourth quarter, respectively. The platform experienced a remarkable 97% year-over-year rise in sign-ups in 3Q25, indicating robust user acquisition, particularly among its 13+ user base, while sequential growth accelerated to 41% quarter-over-quarter. Furthermore, Roblox is expected to harness its data advantage and artificial intelligence capabilities to drive future market share gains, with guidance suggesting approximately 50% bookings growth in 2025, significantly surpassing the company's long-term target of 20%.
Bears say
The financial analysis indicates a negative outlook on Roblox's stock primarily due to projected margin contraction and slower bookings growth. Management has revised its expectations for 2026, reducing the EBITDA estimates by 6% and anticipating a decline in margins by 60 basis points, compared to a previous expectation of an increase in margins. Additionally, risks associated with daily active user engagement, average revenue per user growth, platform safety and moderation issues, as well as changes in developer engagement may further exacerbate the company's financial challenges.
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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