
Roblox (RBLX) Stock Forecast & Price Target
Roblox (RBLX) Analyst Ratings
Bulls say
Roblox has demonstrated robust financial performance, significantly surpassing estimates in the third quarter with a 20% increase in bookings and a 40% rise in EBITDA, leading to upward revisions in fourth-quarter projections of both metrics. The platform has experienced a remarkable 97% year-over-year growth in sign-ups during the third quarter, alongside impressive sequential growth of 41% from the previous quarter, indicating strong user acquisition and engagement. Furthermore, Roblox's potential as a beneficiary of artificial intelligence advancements positions the company well for continued market share gains and long-term growth, with guidance suggesting an anticipated 50% growth in bookings for 2025, well exceeding its long-term target.
Bears say
Roblox is facing a downward revision in its financial projections, with management indicating that margins are expected to contract by 100 basis points year-over-year for 2026. Bookings growth is now estimated to slow significantly, with projections dropping from 34.3% to 21.6%, reflecting concerns over user engagement and monetization trends. Additionally, a 6% reduction in covenant EBITDA estimates suggests that the company's profitability might be under pressure, influenced by potential risks such as platform safety issues and changes in developer engagement.
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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