1309 ET - Roblox will likely provide a cautious outlook for 2026, Raymond James analysts say in a note. Investors have concerns about Roblox's prior projection for margins to decline from infrastructure and safety investments, and they worry about whether the company will have more viral hits as it laps the rise of popular games from last year, the analysts say. "We believe the company is incentivized to be cautious," they say, noting even a 20% year-over-year booking growth rate could disappoint investors' expectations. "While we believe a lot of this concern is being reflected in the stock price given its recent tumble, we see this quarter as a potential soft spot as investors come to terms with the 2026 outlook," they say. (kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
January 13, 2026 13:09 ET (18:09 GMT)
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