Roblox (RBLX) has received a new Hold rating, initiated by UBS analyst, Chris Schoell.
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Chris Schoell has given his Hold rating due to a combination of factors that highlight both the strengths and challenges facing Roblox. The company is positioned at the intersection of significant trends in gaming, such as increased social interaction, hardware independence, and the use of AI in content creation. These elements have allowed Roblox to create a unique and engaging platform that supports a cycle of creation, engagement, and monetization among its developers.
However, despite these advantages, Schoell anticipates a slowdown in growth by 2026, following the peak of several viral successes in 2025. The stock’s current valuation reflects a balanced risk-reward scenario, with growth expectations aligning with historical trends and peer comparisons. Additionally, while Roblox’s platform enhancements and safety tools are seen as long-term positives, they may introduce short-term challenges in user engagement. The potential for advertising revenue is noted, but there is significant execution risk due to the platform’s younger demographic.
In another report released on November 22, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $89.00 price target.
Based on the recent corporate insider activity of 207 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of RBLX in relation to earlier this year.