Roblox price target cut on slowing engagement, demanding 2026 guidance

Jefferies cut its Roblox price target to $60 from $70 (a $10 or ~14.3% reduction) and kept a Hold rating; the stock is trading around $58. The firm cited what it views as demanding assumptions in Roblox’s 2026 bookings guidance, suggesting modest downside risk to expectations in the near term.

Analysis

Jefferies cut its Roblox price target to $60 from $70 (a $10 or ~14.3% reduction) and kept a Hold rating; the stock is trading around $58. The firm cited what it views as demanding assumptions in Roblox’s 2026 bookings guidance, suggesting modest downside risk to expectations in the near term.