Tue, February 10, 2026 at 8:22 PM GMT+9 1 min read
In this article:
RBLX
+10.58%
This article first appeared on GuruFocus.
Roblox (NYSE:RBLX) shares climbed about 10% Monday, extending gains after a Wall Street analyst upgrade lifted sentiment around the online gaming platform.
The stock last traded near $73, marking one of its strongest single-day moves this month. The rally followed a rating upgrade by Roth MKM, which raised its view on the company to Buy from Neutral and increased its price target to $84 from $78. The revised target implies roughly 14% upside from recent levels.
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The analyst cited improved confidence after Roblox provided stronger-than-expected 2026 bookings guidance during its fourth-quarter earnings call earlier this month. Bookings represent deferred revenue tied to in-game purchases and subscriptions, a key growth indicator for gaming platforms.
Roth MKM also pointed to continued upgrades to Roblox’s creator tools, which allow developers to build more complex and engaging games. Higher-quality content has helped drive user engagement, which may support spending trends over time.
Another factor highlighted was a shift in the platform’s user mix. Players aged 18 and older grew sharply last year and tend to spend more than younger users, easing some concerns about long-term growth.
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Roblox Stock Soars on Stronger Bookings Outlook
Roblox Stock Soars on Stronger Bookings Outlook
Nauman Khan
Tue, February 10, 2026 at 8:22 PM GMT+9 1 min read
In this article:
RBLX
+10.58%
This article first appeared on GuruFocus.
Roblox (NYSE:RBLX) shares climbed about 10% Monday, extending gains after a Wall Street analyst upgrade lifted sentiment around the online gaming platform.
The stock last traded near $73, marking one of its strongest single-day moves this month. The rally followed a rating upgrade by Roth MKM, which raised its view on the company to Buy from Neutral and increased its price target to $84 from $78. The revised target implies roughly 14% upside from recent levels.
The analyst cited improved confidence after Roblox provided stronger-than-expected 2026 bookings guidance during its fourth-quarter earnings call earlier this month. Bookings represent deferred revenue tied to in-game purchases and subscriptions, a key growth indicator for gaming platforms.
Roth MKM also pointed to continued upgrades to Roblox’s creator tools, which allow developers to build more complex and engaging games. Higher-quality content has helped drive user engagement, which may support spending trends over time.
Another factor highlighted was a shift in the platform’s user mix. Players aged 18 and older grew sharply last year and tend to spend more than younger users, easing some concerns about long-term growth.
Terms and Privacy Policy
Privacy Dashboard
More Info