On Nov 01, major Wall Street analysts update their ratings for $Roblox (RBLX.US)$, with price targets ranging from $35 to $70.
J.P. Morgan analyst Cory Carpenter maintains with a buy rating, and adjusts the target price from $51 to $62.
BofA Securities analyst Omar Dessouky maintains with a buy rating, and adjusts the target price from $60 to $70.
Wells Fargo analyst Ken Gawrelski maintains with a buy rating, and adjusts the target price from $54 to $58.
TD Cowen analyst Doug Creutz maintains with a sell rating, and adjusts the target price from $29 to $35.
BMO Capital analyst Brian Pitz maintains with a buy rating, and adjusts the target price from $56 to $62.
Furthermore, according to the comprehensive report, the opinions of $Roblox (RBLX.US)$'s main analysts recently are as follows:
Roblox reported a third-quarter performance that exceeded expectations and increased its 2024 forecasts for all metrics. There is a belief that these projections may be on the conservative side, based on discussions indicating that booking trends continue to be robust.
The firm's assessment indicates that Roblox is experiencing an acceleration in key performance metrics, with record highs in bookings, daily active users, and engagement hours. Additionally, while safety issues are not uncommon in social applications, these challenges are deemed manageable, with the company actively working towards resolving them.
The latest financial evaluation reflects a more optimistic view on Roblox following a quarter that set new records. Analysts observed that improved PlayStation 5 availability was a significant factor, contributing to 8% of total bookings and enhancing monetization efforts. It is anticipated that the console segment will surpass mobile bookings by 2025, attributed to lower market saturation among Roblox developers and superior monetization stemming from an older and wealthier player demographic.
Roblox achieved an outstandingly robust third-quarter in terms of bookings, and the anticipation is now set on a strong holiday quarter along with the company's aim to introduce new revenue channels by 2025. Roblox continues to be regarded as one of the preferred long-term narratives.
The company's impressive bookings growth, which stood at 34% or 28% when excluding the console benefit, was a key highlight of the quarter. This growth acceleration is credited to several factors that are within the control of the company, such as enhancements in search and discovery, monetization optimization, improved app performance, and the hosting of live events.
Here are the latest investment ratings and price targets for $Roblox (RBLX.US)$ from 14 analysts:
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美东时间11月1日，多家华尔街大行更新了$Roblox (RBLX.US)$的评级，目标价介于35美元至70美元。
摩根大通分析师Cory Carpenter维持买入评级，并将目标价从51美元上调至62美元。
美银证券分析师Omar Dessouky维持买入评级，并将目标价从60美元上调至70美元。
富国集团分析师Ken Gawrelski维持买入评级，并将目标价从54美元上调至58美元。
TD Cowen分析师Doug Creutz维持卖出评级，并将目标价从29美元上调至35美元。
BMO资本市场分析师Brian Pitz维持买入评级，并将目标价从56美元上调至62美元。
此外，综合报道，$Roblox (RBLX.US)$近期主要分析师观点如下：
roblox报告的第三季度业绩超出预期，并提高了其2024年的所有指标预测。有一种观点认为，这些预测可能存在保守倾向，因为讨论表明预订趋势仍然强劲。
公司的评估表明，roblox正在经历关键业绩指标的加速增长，预订量、日活跃用户数和使用时长均创下历史新高。此外，虽然社交应用程序中存在安全问题并非罕见，但这些挑战被视为可以控制，公司正在积极努力解决这些问题。
最新的财务评估反映了对roblox更乐观的看法，因为该季度创下了新的纪录。分析人士观察到，改善的PlayStation 5供应量是一个重要因素，贡献了总预订量的8%，并增强了货币化努力。预计控制台领域将在2025年超越移动预订量，归因于roblox开发人员较少的市场饱和度以及来自年长和更富有玩家人群的优越货币化。
roblox在预订方面取得了出色强劲的第三季度业绩，现在预期将迎来一个强劲的假日季度，公司旨在在2025年推出新的营收渠道。roblox继续被视为首选的长期叙事之一。
公司出色的预订增长，增长率达到34%，如果不考虑控制台的影响则为28%，是该季度的主要亮点。这种增长加速归功于公司可控的几个因素，如搜索和发现的改进、货币化优化、应用性能改进以及举办现场活动。
以下为今日14位分析师对$Roblox (RBLX.US)$的最新投资评级及目标价：
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