Oppenheimer Sees Roblox (RBLX) Bookings Beating Guidance by 66%

Roblox Corporation (NYSE:RBLX) ranks among the 20 best fast growth stocks to invest in. On June 23, Oppenheimer maintained its $125 price target and Outperform rating on Roblox Corporation (NYSE:RBLX), referring to Grow a Garden’s potential booking upside.

The firm believes that most investors have undervalued Grow a Garden’s potential for second-quarter 2025 bookings, ignoring the game’s momentum brought on by successful live operations and widespread social media following.

Oppenheimer predicts that, under optimistic assumptions, Roblox’s quarterly bookings run-rate at the end of June could surpass management’s high-end guidance by 66%. This would indicate a 106% year-over-year increase in contrast to the 25% growth that the company’s plan reflects. The firm still expects at least 10% upside to the high end of management’s forecast, even with more conservative projections. This would mean that bookings are projected to rise by more than 40% year-over-year in the second quarter of 2025.

Roblox Corporation (NYSE:RBLX) is a video game developer based in California. With 2.9 million developers, 6 million active experiences, and 88.9 million active users per day, Roblox Corporation (NYSE: RBLX) extends beyond the traditional definition of a video game by combining its digital currency and offering an extensive range of unique virtual experiences.

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