financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Buy Opinion On Shares Of Roblox Corporation
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Buy Opinion On Shares Of Roblox Corporation
Jun 11, 2025 12:21 PM

02:45 PM EDT, 06/11/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target to $110 from $84, with an EV/Sales multiple of 10.5x our 2026 revenue estimate, above its five-year historical average of 8x. We keep our 2025 and 2026 LPS estimates at -$1.45 and -$1.00, respectively. We maintain our Buy rating on accelerating fundamentals and strong execution. RBLX's Q1 results significantly exceeded guidance, with revenue of $1.035B (+29% Y/Y), bookings of $1.207B (+31%), and daily active users (DAUs) approaching 100 million (+26%). We think the 30% growth in hours engaged to 21.7B demonstrates exceptional platform stickiness. International expansion is a key catalyst, with Japan DAUs growing 48% and India growing 77%. We expect continued monetization gains from the aging user base (61% are 13+) and enhanced creator economy, with developer payouts reaching $282M in Q1 (+39% Y/Y). We like its sustained revenue growth of 25%+, expanding international footprint, and the platform's evolution toward a comprehensive digital experience ecosystem rather than just gaming.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Raises Opinion On Adss Of Sea Ltd. To Strong Buy From Buy
Research Alert: CFRA Raises Opinion On Adss Of Sea Ltd. To Strong Buy From Buy
Nov 13, 2025
02:25 PM EST, 11/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We keep our target price at USD200, 29x 2026 EV/EBITDA (peer average: 14x), reflecting our projected above-peer two-year EPADS CAGR of 208% in 2026. We see a sustainable path to...
Research Alert: CFRA Keeps Hold Opinion On Shares Of Power Corporation Of Canada
Research Alert: CFRA Keeps Hold Opinion On Shares Of Power Corporation Of Canada
Nov 13, 2025
01:40 AM EST, 11/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our 12-month target price by CAD15 to CAD75, valuing POW shares at 12x our newly initiated 2027 EPS estimate of CAD6.40, and at 13x our 2026 EPS estimate...
Research Alert: CFRA Maintains Hold Opinion On Shares Of Cisco Systems, Inc.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Cisco Systems, Inc.
Nov 13, 2025
03:40 PM EST, 11/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our 12-month target price by $10 to $85, 20.6x our FY 26 (Jul.) EPS estimate. We increase our FY 26 EPS estimate by $0.08 to $4.12 and raise...
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Brookfield Corporation
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Brookfield Corporation
Nov 13, 2025
12:25 PM EST, 11/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lower our target by CAD28 to CAD72 on a more conservative equity risk premium and a forward P/E of 17.1x vs. the five-year historical average at 18.2x. BN's financial...
Copyright 2023-2026 - www.financetom.com All Rights Reserved