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-0.00158929318276882 -0.00175658720200759 -0.00200752823086582 -0.00259305729820161 -0.0021748222501046 0.00108741112505224 0.00250606440819739 0.0056043496445001
Stock impact report

Roblox price target cut on slowing engagement, demanding 2026 guidance [Yahoo! Finance]

Roblox Corporation Class A (RBLX) 
Company Research Source: Yahoo! Finance
Roblox Corp (NYSE:RBLX) has had its price target reduced to $60 from $70 by Jefferies analysts, who pointed to what it views as demanding assumptions embedded in the company's 2026 bookings guidance. The firm maintains a “Hold” rating on the stock, which is currently trading hands at about $58. Jefferies noted that reaching the top end of Roblox's 2026 bookings growth guidance would require a strong first-quarter performance followed by steady quarter-over-quarter growth for the rest of the year, which they consider unlikely. They also observed that weekly engagement declined about 20% in the first quarter before stabilizing in March, a slower recovery compared with the previous quarter's performance. The firm adjusted its Q1 2026 bookings growth estimate to 48% year-over-year, while keeping its full-year 2026 forecast largely unchanged. They highlighted that Roblox still trades at about 13 times 2027 EBITDA, positioning it “in-line with peers on a growth-adjusted basis,” t Show less Read more
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