Roblox: Broad-Based Engagement and Depressed Valuation Support Buy Rating

Analyst Omar Dessouky from Bank of America Securities maintained a Buy rating on Roblox and keeping the price target at $165.00.

Omar Dessouky has given his Buy rating due to a combination of factors, starting with Roblox’s valuation, which he views as overly pessimistic relative to its earnings potential. He argues that the market is effectively assuming a bearish scenario as the base case, while his analysis of engagement trends across thousands of experiences indicates a healthier, more durable growth profile than investors currently appreciate.

He also highlights that growth is broad-based rather than reliant on a handful of viral titles, with even mid‑sized experiences showing accelerating user hours, and that users gained from 2025’s hits tend to remain active across the platform instead of churning out. In his view, the rising pace of successful new launches and improved discovery tools should sustain a steady pipeline of breakout games, increasing the probability of upside versus management’s guidance and justifying a Buy rating at today’s depressed multiple.

Dessouky covers the Communication Services sector, focusing on stocks such as AppLovin, Roblox, and Take-Two. According to TipRanks, Dessouky has an average return of 28.3% and a 52.99% success rate on recommended stocks.

In another report released on March 19, Wedbush also maintained a Buy rating on the stock with a $110.00 price target.