Canaccord Genuity raises Roblox stock price target to $125 on user growth

Published 24/07/2025, 13:36
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Investing.com - Canaccord Genuity raised its price target on Roblox Corp . (NYSE:RBLX) to $125.00 from $84.00 on Thursday, while maintaining a Buy rating on the gaming platform company. The stock has shown remarkable momentum, delivering a nearly 200% return over the past year and trading near its 52-week high of $127.99.

The price target increase follows strong user engagement metrics, including a new world record of over 21 million concurrent players for the "Grow a Garden" experience during Q2 2025. Canaccord noted that improvements to search and discovery features have made it easier for users to find and play popular games on the platform.

Roblox’s infrastructure investments have enabled the platform to handle increased activity levels, while new tools have enhanced safety and attracted more diverse content creators. The firm cited these developments as key factors supporting its more bullish near-term estimates.

Canaccord highlighted Roblox’s potential for long-term growth through advertising and commerce monetization of its global user base. The firm pointed to management’s track record of execution and product innovation as supporting factors for the company’s goal of capturing 10% of global gaming spend. With annual revenue exceeding $3.8 billion, Roblox shows strong growth potential, though InvestingPro analysis indicates the stock is currently trading above its Fair Value. For deeper insights into Roblox’s valuation and growth metrics, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

Despite the positive outlook, Canaccord acknowledged that RBLX shares have doubled over the past three months, creating what it described as "a challenging setup" ahead of Q2 earnings. The firm suggested that even strong results might not sustain the stock’s upward momentum at current valuation levels, with the company’s Price/Book ratio and revenue multiple both indicating premium valuations.

In other recent news, Roblox Corporation is set to announce its second-quarter 2025 financial results, with Benchmark maintaining a Buy rating and a $77 price target ahead of the earnings report. In a notable development, BMO Capital raised its price target for Roblox to $135, citing the success of the "Grow a Garden" experience, which has reached new user records. Oppenheimer also maintained its Outperform rating and a $125 price target, highlighting potential upside from "Grow a Garden" bookings. Additionally, Roblox has introduced new safety tools aimed at teenagers, including an age verification feature called "Trusted Connections," which allows verified users to chat without filters. The company has also launched a licensing platform in collaboration with Netflix (NASDAQ:NFLX), Lionsgate, Sega, and Kodansha to create gaming experiences based on seven major franchises. These recent developments reflect Roblox’s ongoing efforts to enhance user engagement and broaden its platform’s appeal.

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