Roblox Stock (RBLX) Gains New Wall Street Bull, Target Set at $125

Roblox stock price (NYSE:RBLX) is trading 0.45% higher this morning, having been given a boost by B. Riley initiating coverage with a “Buy” rating and a $125 price target. This positive assessment arrives amidst a flurry of analyst activity, indicating a generally optimistic outlook for the company's future.

The markets responded favorably to B. Riley's endorsement, adding to the upward pressure on Roblox's share price. The firm's confidence is rooted in Roblox's position as a leading next-generation entertainment platform, driven by the mutually reinforcing network effects of content creation and social engagement. B. Riley considers Roblox a core stock holding, particularly attractive after a recent 30% share price correction.

Other firms have also recently weighed in on Roblox's prospects. Needham reiterated its “Buy” rating with a $159 price target following better-than-expected third-quarter earnings. While acknowledging cautious commentary regarding the 2026 outlook, Needham remains optimistic about the company's growth trajectory.

Oppenheimer maintained its “Outperform” rating and $125 price target, pointing to potential upside from the game ‘Grow a Garden,' suggesting investors may be underestimating its contribution to second-quarter 2025 bookings. BTIG Research has also maintained its “Buy” recommendation, reflecting continued confidence in the company's growth prospects.

Benchmark recently raised its price target for Roblox shares to $71 from $60, reaffirming a “Buy” rating, following an impressive fourth-quarter performance that exceeded bookings guidance. The company's adjusted EBITDA and free cash flow also surpassed estimates. Raymond James maintained a “Strong Buy” rating and increased its price target to $76, following the same report.

However, not all analysts share the same level of aggressive optimism. JPMorgan Chase & Co. adjusted its price target downward, from $160 to $145, maintaining an “Overweight” rating, reflecting a more nuanced view of the company's valuation and growth prospects. Barclays increased its price target from $120 to $130, maintaining an “Equal Weight” rating, suggesting a balanced view on its valuation. Similarly, BTIG Research adjusted its price target to $174 from $180, maintaining a “Buy” rating, reflecting a nuanced view of the company's valuation and growth prospects.

The overall analyst sentiment suggests that markets perceive Roblox as a company with significant growth potential, particularly within the evolving landscape of digital entertainment. While some caution exists regarding long-term projections and valuation, the prevailing outlook remains bullish, potentially impacting future sentiment.