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Roblox’s (RBLX) Newest Bear Says Wall Street Is Too Optimistic On Recovery

Source: Bloomberg

Analyst InsightsInvestor Sentiment & PositioningCompany Fundamentals

A new Roblox bear argues the recent share-price rally has overshot, reflecting excessive investor optimism about a recovery in bookings growth. The view implies downside risk if Roblox’s bookings trajectory fails to improve as strongly as the market expects.

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