Oppenheimer maintains Outperform rating on Roblox stock amid platform abuse concerns

Published 15/08/2025, 13:06
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Investing.com - Oppenheimer maintained its Outperform rating and $158.00 price target on Roblox Corp. (NYSE:RBLX) despite growing concerns about platform abuse issues. According to InvestingPro data, the stock has shown remarkable strength with a 209% return over the past year, though analyst targets range widely from $45 to $175.

The research firm acknowledged that platform abuse, including content and user behavior violations, remains an "inherent challenge" for large-scale social platforms like Roblox, noting the company cannot instantly eliminate all questionable content or completely remove bad actors such as child predators.

Oppenheimer described Roblox’s social and viral nature as a "double-edge sword," where near-term momentum is driven more by emotions than reason and often amplified by influencers and their followers.

The firm observed that when the platform performs well, creators receive acclaim, but during challenging periods, the corporate entity faces blame.

Oppenheimer identified a significant near-term risk to Roblox stock as "Schlep Gate" escalates into what they described as an "online movement against Roblox."

In other recent news, Roblox Corporation has been at the center of several significant developments. S&P Global Ratings upgraded Roblox to ’BBB-’ from ’BB+’, highlighting the company’s robust user growth and financial performance, including an increase in gross bookings to $5.1 billion on a trailing-12-month basis. In another positive note, Canaccord Genuity raised its price target for Roblox to $160, maintaining a Buy rating, citing strong second-quarter results and AI-driven enhancements that have improved user engagement.

Meanwhile, Roblox has taken steps to address safety concerns by open-sourcing its AI system, Roblox Sentinel, which detects potential child endangerment. This system has been operational since late 2024 and has contributed to approximately 1,200 reports of potential child exploitation to the National Center for Missing and Exploited Children in the first half of 2025. However, the company faces legal challenges as the Louisiana Attorney General filed a lawsuit against Roblox, alleging the platform fails to protect children from online predators.

These recent developments underscore the dynamic environment in which Roblox operates, as the company balances growth and innovation with regulatory and safety concerns.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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