Roblox (RBLX) shares surged about 10.5% on Tuesday, trading between $76.05 and $85.43 before settling near $84.80. The rally followed the rapid rise of its new brainrot game, Escape Tsunami For Brainrots that has climbed the platform’s engagement charts. The game is gaining popularity with users and has also attracted the attention of Wall Street analysts.
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According to engagement tracker RoMonitor, the game is now one of the top five experiences on Roblox, drawing more than 40 million visits between Saturday and Monday alone. Even though it’s less than a month old, the game is arriving at a key moment, as analysts recently warned that earlier viral hits like Grow a Garden and Steal a Brainrot are losing momentum.
BMO Capital Stays Bullish on RBLX
Meanwhile, BMO Capital’s top-rated analyst Brian Pitz reiterated his Buy rating and a $155 price target. Pitz pointed to Escape Tsunami For Brainrots as a new breakout title on the Roblox platform, building on the viral success of the earlier hit Steal a Brainrot.
According to BMO Capital, the game was launched on December 15, 2025 and has quickly risen into the top five Roblox games by concurrent users. On Sunday alone, it attracted roughly 43 million visits, underscoring strong and accelerating user engagement across the platform.
Additionally, Pitz stated that he is encouraged by the strong early performance of the new game, noting that investors are watching closely for signs that fresh breakout titles can drive sustained bookings growth for Roblox in 2026.
Morgan Stanley Weighs In on Internet Sector
Earlier this week, four-star-rated Morgan Stanley analyst Matthew Cost reiterated his Buy rating on RBLX. Although Cost trimmed his price target to $155 from $170, the revised target still implies over 80% upside from current levels.
Cost expects 2026 to look much like 2025 for the internet sector, with investors continuing to favor companies that can show meaningful returns on invested capital (ROIC) from GenAI or GPU-enabled technologies.
What is Roblox’s Price Target?
According to TipRanks, Wall Street has a Moderate Buy consensus rating on RBLX stock, based on 13 Buys, eight Holds, and one Sell assigned in the last three months. Roblox’s average stock price target of $133.11 implies a 60% upside potential.
