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Continued flow of hits on Roblox supports bookings growth, says Morgan Stanley

Morgan Stanley reiterated an Overweight rating and $155 price target on Roblox (RBLX), saying the new hit on the platform called “Escape Tsunami” has reached #4 on the Roblox charts less than a month after launch. This is constructive tactically, but also speaks to the power of this platform to continually surface new hits, the analyst tells investors in a research note. The firm views this power as supportive of 2026 engagement and bookings growth.

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