Roblox Corp. (RBLX) PT Lowered to $82 at Oppenheimer

Oppenheimer analyst Martin Yang lowered the price target on Roblox Corp. (NYSE: RBLX) to $82.00 (from $130.00) while maintaining a Outperform rating.

The analyst comments "RBLX reported mixed 1Q26 with a DAU miss and a meaningful FY26 guide-down. 1Q26 bookings of $1.73B (+43% Y/Y) came in line with FactSet consensus of $1.74B. DAUs of 132M (+35% Y/Y) missed 144M consensus and contracted from 4Q25's 144M. Management cut FY26 bookings growth from 24% to 10%, or ~$900M below consensus, citing safety-related friction (age checks) and second-order impacts on new user growth. RBLX expects Q/Q DAU contraction in 2Q before resuming sequential growth in 3Q. Despite near-term reset, monetization and retention remain healthy, and structural moats (creation, discovery, safety, economy) are intact. Maintain Outperform; we lower PT from $130 to $82 on updated estimates and valuation multiples."

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