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Investing.com - Piper Sandler has reiterated its Overweight rating on Roblox Corp. (NYSE:RBLX), citing improvements in the platform’s content discovery capabilities. The stock has delivered an impressive 218% return over the past year, according to InvestingPro data, though current analysis suggests the stock is trading above its Fair Value.
The research firm expressed increased confidence in Roblox’s long-term platform opportunity based on its ability to surface new content to users. Piper Sandler noted that "Steal a Brainrot" has surpassed "Grow a Garden" as the top experience of all time on a visits-per-day basis.
Top 10 visitor data in August showed accelerated growth of 260% year-over-year, according to the firm’s analysis. Piper Sandler’s daily active user regression model suggests Roblox will deliver strong results compared to consensus estimates.
For the third quarter of 2025, Piper Sandler expects approximately 60% year-over-year bookings growth. The firm projects 127 million daily active users, bookings of $1.67 billion (up 48% year-over-year), and EBITDA of $395 million.
Roblox has been benefiting from viral hits on its platform, which the research firm views as evidence of the company’s strengthening content ecosystem and discovery mechanisms.
In other recent news, Roblox Corp. has been the subject of several noteworthy developments. Oppenheimer has reiterated its Outperform rating on Roblox, maintaining a price target of $158.00, following the company’s third-quarter 2025 performance, which the firm described as a "milestone" due to new games driving platform growth. Jefferies raised its price target for Roblox to $130.00, citing strong bookings and an increased growth forecast for the third quarter of 2025. MoffettNathanson upgraded Roblox from Sell to Neutral, acknowledging significant improvements in user engagement metrics driven by viral experiences on the platform.
On the regulatory front, the Florida Attorney General has issued criminal subpoenas to Roblox, criticizing the platform as a "breeding ground for predators" and accusing the company of failing to protect children. Additionally, Iraq has imposed a nationwide ban on Roblox, citing concerns over child safety and potential exploitation risks. These developments come as Roblox continues to navigate growth and regulatory challenges in various markets.
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