Browsing: Roblox

Roblox has seen its share price swing sharply in recent years, and the latest leg of that ride raises a simple question for investors who care about valuation. Are today’s cash flow expectations strong enough to back up where the stock now trades?

September 29th, 2026 · by Trefis TeamRBLXYTD-48.3%SPYYTD+12.9%XLCYTD-5.0% Analyze RBLX →

Investing.com — Jefferies downgraded Roblox to Underperform from Hold in a note on Monday, telling investors that the stock’s 30% rally since second-quarter results reflects overly optimistic expectations for bookings over the next 12 months.

Roblox has seen its share price fall sharply over the past year. This puts fresh focus on whether the current US$41.86 level can still be explained by the cash the business is expected to generate. With sentiment now being pulled in different directions by both past returns and changing expectations, the key issue is what…

Roblox (NYSE:RBLX), the online gaming platform, fell 5.56% intraday, as of 12:30 p.m. ET, after Jefferies downgraded the stock from Hold to Underperform with a $38 price target. The firm argued the roughly 30% rally since second-quarter results reflects an overly optimistic view of bookings over the next 12 months.

Roblox (RBLX) ended the recent trading session at $41.86, demonstrating a -9.86% change from the preceding day’s closing price. The stock’s change was less than the S&P 500’s daily loss of 0.77%. Meanwhile, the Dow lost 0.67%, and the Nasdaq, a tech-heavy index, lost 0.92%.

Jefferies slashed Roblox to Underperform with a $38 target, sending RBLX down 6% on warnings the post-earnings rally overpriced its bookings recovery.

Roblox Corporation (NYSE:RBLX) was cut to Underperform from Hold at Jefferies on September 28, with the firm leaving its price target at $38. The shares closed Friday at $46.44, roughly 18% above where the call says they belong.

TradingKeySep 28, 2026 6:15 PM View all comments（0）  • Jefferies downgraded Roblox to Underperform over overly optimistic twelve-month bookings expectations. • High user churn and algorithmic changes may disrupt near-term bookings growth. • Ongoing margin compression from infrastructure and developer costs delays profit expansion.

Roblox Corporation (NYSE:RBLX – Get Free Report)’s stock price gapped down prior to trading on Monday. The stock had previously closed at $46.44, but opened at $43.60. Roblox shares last traded at $42.6360, with a volume of 1,766,062 shares trading hands.