11:11 AM EDT, 03/13/2026 (MT Newswires) -- Roblox's ( RBLX ) regulatory hurdles could snowball into a broader structural headwind for global daily active user expansion, as countries like Indonesia and Australia ban social media platforms for young users, Wedbush Securities said in a note Friday.

Data shows decelerating weekly concurrent user growth and daily active user growth as Roblox ( RBLX ) faces a regulatory ban in Indonesia following similar issues in Kuwait and Jordan, according to the note.

The brokerage said it expects a reinstatement, but it might require disabling social and chat features, which could impact session lengths and push high-engagement users toward VPNs, leading to poor latency and overall metric quality.

Wedbush has an outperform rating on the stock and price target of $110 per share.

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