Roblox Corporation (RBLX) Sees Positive Outlook from Morgan Stanley

• Clark Lampen from BTIG sets a price target of $131 for Roblox Corporation (NYSE:RBLX), indicating a potential increase of about 10.02% from its current price.
• RBLX stock has experienced a remarkable 78.9% surge over the past three months, significantly outpacing the industry average and the S&P 500.
• The company's market capitalization stands at approximately $80.62 billion, with a trading volume of 683,261 shares, reflecting strong investor interest and market presence.

Roblox Corporation (NYSE:RBLX) is a prominent player in the online gaming industry, known for its platform that allows users to create and share games. On July 28, 2025, Clark Lampen from BTIG set a price target of $131 for RBLX, suggesting a potential increase of about 10.02% from its then-current price of $119.07.

In recent months, RBLX has seen a remarkable surge in its stock price, climbing 78.9% over the past three months. This growth significantly outpaces the industry average of 27.1% and the S&P 500's increase of 15.2%. As of the latest trading session, RBLX closed at $118.82, just 7.2% below its 52-week high.

The current price of RBLX on the NYSE is $118.86, reflecting a slight increase of 0.04, or approximately 3.37%. Today, the stock has fluctuated between a low of $118.16 and a high of $120.32. Over the past year, RBLX has reached a high of $127.99 and a low of $35.30.

Roblox's market capitalization is approximately $80.62 billion, indicating its substantial presence in the market. The trading volume for the day was 683,261 shares, showing active investor interest. This strong performance and analyst optimism highlight the potential for further growth in RBLX's stock value.

On June 22, 2025, UBS updated its rating for Roblox (NYSE:RBLX) to "Buy," with the stock priced at $102.09. Roblox is a prominent player in the online gaming industry, known for its platform that allows users to create and play games. It competes with major companies like Nintendo, Electronic Arts, and Take-Two Interactive.

Roblox has been a standout stock in 2025, nearly doubling its value since April. The stock is currently trading at $103.71, close to its 52-week high of $104.63. This surge is driven by consistent revenue growth, with over 20% quarterly revenue growth year-over-year for seven consecutive quarters.

A significant factor in Roblox's success is the popularity of its new game, "Grow a Garden," which is trending on the platform. This game has contributed to the company's impressive performance and has helped it outpace competitors in revenue growth. Despite its high valuation, Roblox's growth prospects make it an attractive long-term investment.

Today, RBLX has fluctuated between a low of $101.34 and a high of $104.63, marking its highest price over the past year. The lowest price it reached in the past year was $34.62. The company's market capitalization is approximately $70.34 billion, with a trading volume of 3.81 million shares, as highlighted by Fool.com.

• Piper Sandler has adjusted the grade of Roblox (NYSE:RBLX) to "Overweight" with a stock price of approximately $100.17.
• Roblox's impressive 29% revenue growth is driven by its creator economy, outpacing Take-Two Interactive's 5-6% outlook.
• The current price of RBLX on the NYSE is $100.33, showing a 3.25% increase and highlighting significant volatility and growth potential.

On June 16, 2025, Piper Sandler adjusted the grade of Roblox (NYSE:RBLX) to "Overweight." Despite being labeled as a downgrade, the grade remained "Overweight," with the stock price at approximately $100.17. Roblox is a prominent player in the gaming industry, known for its innovative platform that empowers creators to build and monetize experiences.

Roblox's growth fundamentals are impressive, with a 29% revenue growth, outpacing Take-Two Interactive's 5-6% outlook. This growth is driven by Roblox's creator economy, which enhances user engagement and generates network effects. In contrast, Take-Two relies on blockbuster franchises like Grand Theft Auto and NBA 2K, focusing on premium game sales and content updates. The current price of RBLX on the NYSE is $100.33, reflecting a 3.25% increase.

The stock has fluctuated between $98.36 and $100.73 today. Over the past year, RBLX has seen a high of $100.74 and a low of $34.41, indicating significant volatility and growth potential. Roblox's market capitalization is approximately $68.05 billion, with a trading volume of 5.8 million shares. This highlights the company's strong market presence and investor interest. As the gaming industry evolves, Roblox's platform-based model, which supports a thriving virtual economy, offers a compelling investment appeal.

Roblox (NYSE:RBLX) received a reaffirmed Buy rating from Benchmark analysts, who maintained a $71 price target, citing the company’s AI-driven content creation, expanding monetization, and growing user engagement as key catalysts for long-term growth.

Roblox’s strategy for market expansion is built on three pillars: AI-assisted development, robust monetization, and broad user engagement. The introduction of the open-source Cube 3D model is accelerating content creation while expanding creative possibilities for developers, potentially reshaping game development on the platform.

With an increasingly engaged user base and high-profile collaborations with major intellectual properties (IP), Roblox continues to strengthen its competitive positioning. The company’s approach combines AI-driven game development, targeted advertising, and friend-based referral systems, fostering a highly interactive ecosystem that boosts both user engagement and developer earnings.

Looking ahead, Roblox aims for 10% of total industry content revenue to flow through its platform, reinforcing its strong developer payout structure and AI-enhanced innovation pipeline.

With a proven ability to support both major studios and independent creators, the company remains well-positioned for sustained growth in the global gaming market.

Roblox (NYSE:RBLX) received a reaffirmed Buy rating from Benchmark analysts, who maintained a $71 price target, citing the company’s AI-driven content creation, expanding monetization, and growing user engagement as key catalysts for long-term growth.

Roblox’s strategy for market expansion is built on three pillars: AI-assisted development, robust monetization, and broad user engagement. The introduction of the open-source Cube 3D model is accelerating content creation while expanding creative possibilities for developers, potentially reshaping game development on the platform.

With an increasingly engaged user base and high-profile collaborations with major intellectual properties (IP), Roblox continues to strengthen its competitive positioning. The company’s approach combines AI-driven game development, targeted advertising, and friend-based referral systems, fostering a highly interactive ecosystem that boosts both user engagement and developer earnings.

Looking ahead, Roblox aims for 10% of total industry content revenue to flow through its platform, reinforcing its strong developer payout structure and AI-enhanced innovation pipeline.

With a proven ability to support both major studios and independent creators, the company remains well-positioned for sustained growth in the global gaming market.

Roblox (NYSE:RBLX) saw its shares surge around 20% intra-day today after the company lifted its full-year bookings guidance, signaling strong demand despite recent challenges.

The gaming platform now expects fiscal 2024 bookings between $4.34 billion and $4.37 billion, up from its previous forecast of $4.18 billion to $4.23 billion and surpassing the consensus estimate of $4.22 billion. This guidance boost came as Roblox reported strong third-quarter results, with bookings reaching $1.13 billion, well above the expected $1.02 billion.

Despite recent controversies, including Turkey’s August ban over child safety concerns and allegations from Hindenburg Research questioning user metrics and safety practices, Roblox continued to perform well. The company’s daily active users jumped 27% year-over-year to 88.9 million, marking its largest spike in nearly two years. Roblox has also been actively expanding its offerings to appeal to older audiences, aiming to broaden its user base and boost engagement.