Roblox Corporation (RBLX) Set for Early-2026 Catalyst as Piper Sandler Adjusts Price Target

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Ahead of the company’s fourth-quarter results scheduled for February 5, Piper Sandler analyst Thomas Champion lowered his price target on Roblox Corporation (NYSE:RBLX) to $125 from $180 while maintaining an Overweight rating. The revised target reflects a more conservative outlook beginning in the second half of 2027, following a sharp 41% share price correction after third-quarter results. While the firm remains constructive on Roblox’s long-term opportunity, Champion cited expectations for decelerating bookings growth and near-term margin pressure driven by elevated investment spending. The analyst also noted that the planned launch of the new game Escape Tsunami for Brainrots! could act as a catalyst for improved performance in early 2026, potentially supporting bookings momentum in the first quarter of that year.

Operationally, Roblox Corporation (NYSE:RBLX) delivered strong results in its third-quarter 2025 earnings report, underscoring continued progress in expanding its share of the global gaming market. Revenue for the quarter reached $1.36 billion, representing a 48% year-over-year increase, while bookings rose 70% to $1.92 billion. The company disclosed that it now captures approximately 3.2% of global gaming bookings, up from 2.3% in the prior year, signaling meaningful market share gains.

Roblox Corporation (NYSE:RBLX) continues to invest heavily in platform innovation, integrating artificial intelligence and proprietary technologies such as Cube 3D and enhanced server authority to improve user engagement, expand content categories, and support long-term ecosystem growth.

Roblox Corporation (NYSE:RBLX) went public via a direct listing on the New York Stock Exchange on March 10, 2021. The company is headquartered in San Mateo, California, and was founded in 2004. Roblox operates a user-generated gaming platform that enables developers to create and monetize interactive experiences across a broad range of genres.

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