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:
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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 報告了第三季度表現超出預期，並提高了對所有指標的2024年預測。有人認爲這些預測可能偏保守，根據討論顯示預訂趨勢仍然強勁。
公司的評估顯示 Roblox 正在加速關鍵業績指標，預訂額、日活躍用戶數和參與時數均創下歷史新高。此外，雖然在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應對的，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 採取了更加樂觀的態度，這是在創造新記錄的一個季度之後。分析師觀察到，提高的 PlayStation 5 可用性是一個重要因素，貢獻了總預訂的8%，增強了貨幣化工作。預計到2025年，主機領域的預訂額將超過移動預訂額，這歸因於 Roblox 開發者中市場飽和度較低，以及來自年齡較大、更富裕玩家人群的更優秀貨幣化。
Roblox 在預訂方面取得了非常強勁的第三季度，現在人們期待着一個強勁的節假日季度，以及公司計劃在2025年引入新的營收渠道。Roblox 仍然被視爲首選的長期敘事之一。
該公司令人印象深刻的預訂增長，當排除控制檯效益時，增長率爲34%或28%，是該季度的一個重點亮點。這種增長加速歸因於公司可控的若干因素，例如搜索和發現的改進、貨幣化優化、應用性能提高以及舉辦直播活動。
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：
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