$Roblox Corporation(RBLX)$ $Unity Software Inc.(U)$  $Electronic Arts(EA)$  📈🎮🔥 Roblox viral breakout triggers 2026 re-rating 🔥🎮📈

$RBLX surged nearly +10% to ~$84 as a new viral hit, Escape Tsunami For Brainrots!, rocketed into Roblox’s global Top 5, driving 40M+ visits from Sat to Mon and igniting a powerful acceleration in engagement and monetisation velocity.

That traction is now being validated by Wall Street. BMO Capital reiterated Outperform and held its $155 price target, citing the breakout game as early proof of durable 2026E bookings growth. BMO noted the title has already scaled into a top-5 Roblox game by concurrent users and printed ~43M visits in a single day, exactly the type of signal investors look for when re-rating platform economics.

This matters because Roblox is not a single-game story, it is an attention and creator-economy ecosystem. When a title ramps this fast, it feeds creator payouts, Robux velocity, ad inventory and retention simultaneously, reinforcing the revenue flywheel the market values.

Morgan Stanley also trimmed its PT to $155 from $170 but said valuation risks are now largely discounted, creating a powerful setup where expectations are low while engagement momentum is accelerating.

With price back in momentum territory, this move is not just about one hit, it is about Roblox proving its platform can still manufacture global breakouts on demand in 2026.

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