03:14 PM EST, 02/06/2026 (MT Newswires) -- Roblox's ( RBLX ) increased infrastructure investments may incentivize developers to improve game engagement and monetization, which will support bookings and adjusted earnings before interest, taxes, depreciation, and amortization growth, Wedbush said in a note on Friday.

On Sept. 5, Roblox ( RBLX ) increased its developer exchange fees by 8.5% and provided developers a better set of tools, which will drive higher monetization levels in their current and upcoming games, the brokerage added.

Despite concerns about slowing user growth, Roblox's ( RBLX ) Q4 results that beat expectations proved the resilience and disproved the "user fatigue" thesis, even if Street expected a sharp decline in daily active users after the holiday peak, Wedbush said.

Wedbush reiterated its outperform rating on the stock and its $110 price target.

Roblox ( RBLX ) shares were up nearly 10% in recent Friday trading.

Price: 66.60, Change: +6.03, Percent Change: +9.96