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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間11月1日，多家華爾街大行更新了$Roblox (RBLX.US)$的評級，目標價介於35美元至70美元。
摩根大通分析師Cory Carpenter維持買入評級，並將目標價從51美元上調至62美元。
美銀證券分析師Omar Dessouky維持買入評級，並將目標價從60美元上調至70美元。
富國集團分析師Ken Gawrelski維持買入評級，並將目標價從54美元上調至58美元。
TD Cowen分析師Doug Creutz維持賣出評級，並將目標價從29美元上調至35美元。
BMO資本市場分析師Brian Pitz維持買入評級，並將目標價從56美元上調至62美元。
此外，綜合報道，$Roblox (RBLX.US)$近期主要分析師觀點如下：
roblox報告了超出預期的第三季度業績，並增加了2024年所有指標的預測。有一種信念認爲這些預測可能偏保守，這是基於討論表明訂貨趨勢持續強勁。
公司的評估顯示，roblox在關鍵業績指標上正在加速，訂貨量、日活躍用戶數和參與小時數創下歷史新高。此外，雖然社交應用中出現安全問題並不罕見，但這些挑戰被認爲是可以管理的，公司正在積極努力解決這些問題。
最新的財務評估反映出對roblox更爲樂觀的看法，這是在創下新紀錄的一個季度之後。分析師觀察到，PlayStation 5供應的改善是一個重要因素，貢獻了總訂貨量的8%，增強了貨幣化的努力。預計控制面板部分將在2025年超過移動預訂，這歸因於roblox開發者中的市場飽和程度較低，以及來自年長和富裕玩家群體的更好貨幣化。
roblox在訂貨方面取得了傑出的強勁業績，並且現在期望強勁的假日季節，同時公司計劃在2025年引入新的營業收入渠道。roblox繼續被視爲首選的長期敘事之一。
公司驚人的訂貨增長，增長到34%或在除去控制面板效益的情況下爲28%，是該季度的一個重要亮點。這種增長加速歸因於公司可以掌控的幾個因素，如搜索和發現的改進，貨幣化優化，應用程序性能提高以及舉辦現場活動。
以下爲今日14位分析師對$Roblox (RBLX.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
