BMO Capital reiterates Outperform rating on Roblox stock, citing developer conference announcements

Published 08/09/2025, 14:26
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Investing.com - BMO Capital maintained its Outperform rating and $150.00 price target on Roblox Corp. (NYSE:RBLX), currently trading at $127.69, following the company’s annual developer conference. The stock has shown remarkable momentum, surging over 123% in the past six months according to InvestingPro data.

The research firm highlighted several significant announcements from the Roblox Developer Conference (RDC), with the most notable being the first increase in developer revenue share in eight years, representing an 8.5% boost for creators on the platform.

BMO Capital also pointed to the introduction of Roblox Moments, a new short-form video application specifically designed for Roblox content, which aims to enhance search and discovery capabilities while supporting the company’s advertising business.

The firm noted progress in Roblox’s advertising initiatives, reporting that more than 45,000 experiences are now utilizing the Ads Manager tool, while over 100 experiences have implemented Rewarded Ads for monetization purposes.

Based on these developments, BMO Capital maintained its positive outlook on Roblox shares, keeping both its Outperform rating and $150 target price unchanged. Analyst targets for the stock currently range from $62 to $175, reflecting mixed sentiment in the market. Get deeper insights into Roblox’s valuation and growth metrics with InvestingPro, which offers exclusive financial health scores and detailed analysis reports.

In other recent news, Roblox Corporation has been the focus of several analyst reviews following its Developer Conference in San Jose. Piper Sandler reiterated its Overweight rating with a $175 price target, highlighting the introduction of Roblox’s new Moments short-form video discovery tool. Similarly, Oppenheimer maintained its Outperform rating and $158 price target, expressing a positive outlook on Roblox’s long-term growth in interactive entertainment and advertising. BofA Securities increased its price target for Roblox to $171 from $159, citing the company’s announcement of an increased DevEx rate to approximately 23.4%. Needham also reiterated its Buy rating with a $159 price target, noting that the new Moments feature could transform engagement and in-app purchases. Additionally, Roblox announced a strategic partnership with the International Age Rating Coalition to implement a global content rating system, replacing its existing labels with region-specific ratings from recognized authorities. These developments reflect ongoing strategic initiatives and positive sentiment from various analyst firms.

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