Roblox Age Verification Rollout to Hurt Near-Term Growth -- Market Talk

Dow Jones05-01 22:23

1023 ET - Roblox's age verification rollout will hurt growth in coming quarters with a large portion of users still unverified, say UBS analysts, who cut the price target to $49 from $74. Shares fall 18% in early trading. "We see a transition period in the coming quarters with 49% of global users still remaining unverified (including 35% in the U.S.) vs. 55% last quarter," the analysts say. That, in addition to experimentation with the discovery algorithm and homepages could cause user friction. "That said, we believe changes are supportive of long-term platform health and model re-accelerating growth in '27+," the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

May 01, 2026 10:23 ET (14:23 GMT)

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That, in addition to experimentation with the discovery algorithm and homepages could cause user friction. \"That said, we believe changes are supportive of long-term platform health and model re-accelerating growth in '27+,\" the analysts say. 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