Roblox's Strong Results Impress Wall Street, But Cautious 2026 Outlook Creates Uncertainty

Benzinga_recent_news11-01

Roblox Corp's (NYSE:RBLX) upbeat quarterly results reignited optimism about its growth potential, partially offset by management's cautious tone on 2026. However, the company's surging user-generated ...

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However, the company's surging user-generated ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/10/48565553/robloxs-strong-results-impress-wall-street-but-cautious-2026-outlook-creates-uncertainty\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/10/48565553/robloxs-strong-results-impress-wall-street-but-cautious-2026-outlook-creates-uncertainty","article_id":"2580491434","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/10/31/Roblox-At-Notebook-Screen--Sao-Paulo--Br.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/25/10/48565553/robloxs-strong-results-impress-wall-street-but-cautious-2026-outlook-creates-uncertainty","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580491434","pubTimestamp":1761926580,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Roblox (RBLX) reports strong quarterly results and optimistic growth potential, but cautious 2026 outlook. AI-driven tools and user-generated content intrigue investors.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4085":"互动家庭娱乐","BK4565":"NFT概念","RBLX":"Roblox Corporation","BK4598":"佩洛西持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4585":"ETF&股票定投概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"translate_title":"Roblox的强劲业绩给华尔街留下了深刻印象，但谨慎的2026年前景带来了不确定性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RBLX":1.5},"content_text":"Roblox Corp's (NYSE:RBLX) upbeat quarterly results reignited optimism about its growth potential, partially offset by management's cautious tone on 2026. However, the company's surging user-generated content and rapid adoption of AI-driven tools continue to intrigue investors.\n    • RBLX is trading in a tight range. Get the analysis here.\nNeedham analyst Bernie McTernan reiterated Roblox with a Buy and a $159 price forecast.\nAlso Read: Roblox CEO Hails ‘Healthier Than Ever’ Platform Momentum, Lifts Outlook\nMcTernan rerated following the company's better-than-expected third-quarter results but noted management's cautious 2026 commentary could limit upside momentum. The analyst expects Roblox's 2026 EBITDA to come in just under $1.9 billion, making it the central debate for investors — balancing the strong 2025 bookings inflection against limited visibility for 2026 financials due to the platform's reliance on user-generated content.\nHe projects 20% bookings growth to roughly $8 billion in 2026, as it launches new tools and technologies for developers in the first half of the year.\nMcTernan also acknowledged potential headwinds from safety feature updates that could slow engagement.\nThough Roblox management guided to modest margin contraction in 2026, the analyst noted much of the company's infrastructure and personnel expenses as fixed, implying that stronger bookings growth could ultimately lift margins.\nHe emphasized Roblox's position as a major AI beneficiary, citing the platform's collection of more than 30,000 years' worth of multimodal human interaction data each day — a massive data advantage that should enhance AI-driven tools for creators and improve engagement quality. This extensive dataset, McTernan said, enables Roblox to develop advanced generative features that reinforce its competitive moat and market leadership in immersive digital experiences.\nThe analyst highlighted Roblox's third-quarter earnings beat, which exceeded Needham's estimates by about 20% on bookings and 40% on EBITDA, leading to raised forecasts for the fourth quarter. He now models fourth-quarter bookings and EBITDA up 20% and 30%, respectively, near the midpoint of company guidance. \nFor fiscal 2026, McTernan trimmed his bookings growth forecast to 21.6% from 34.3% and lowered his covenant EBITDA estimate by 6%, assuming a 60-basis-point margin decline versus the previously projected 220-basis-point increase.\nMcTernan projected fourth-quarter revenue of $1.38 billion and fiscal 2025 revenue of $4.85 billion.\nRBLX Price Action: RBLX stock was trading down by 0.56% to $112.37 at publication on Friday.\nRead Next:\nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2580491434","isCrawlerRequest":true}