"BTIG has trimmed its price target on Roblox Corp. to $122 from $141 but is keeping its Buy rating intact, arguing that the selloff has pushed shares to their lowest forward multiple since BTIG began covering the stock in 2021."
"Roblox operates a global gaming and user-generated content platform that reported Q4 2025 bookings of $2.22 billion, up 63% year-over-year, and daily active users of 144 million, up 69% year-over-year."
"The company's over-18 user cohort is growing at more than 50% year-over-year and monetizes 40% higher than younger users. CFO Naveen Chopra stated on the Q4 earnings call: 'We have more conviction than ever in the ability for Roblox Corporation to grow in excess of 20%.'"
BTIG has reduced its price target on Roblox Corp. to $122 from $141 while maintaining a Buy rating. The reduction reflects estimates adjusted for the Russia ban and a decline in daily active users. Despite a year-to-date drop of 27.73%, the firm sees the current price as a compelling reset for long-term investors. Roblox reported significant growth in bookings and daily active users, with a strong performance in its over-18 user cohort. The price target cut indicates near-term challenges but does not alter the bullish outlook.
Read at 24/7 Wall St.
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