Roblox Corp. (NYSE:RBLX) is pressing its advantage as one of the fastest-growing platforms in gaming, betting that surging user engagement, viral hits like “Grow a Garden” and stepped-up investment in safety and AI can help it capture 10% of the $180 billion video game market and turn its virtual playground into accelerating real-world cash flows.B. Riley Securities analyst Drew Crum initiated coverage on Roblox with a Buy and a price forecast of $125. Crum said the stock can rise more than 30% from the Dec ...

Core Viewpoint - The article summarizes the latest analyst ratings from Wall Street, highlighting significant upgrades, downgrades, and new coverage that could impact market sentiment and investment decisions [1][6]. Upgrades - Oppenheimer upgraded General Electric Energy (GEV) from "Hold" to "Outperform," setting a target price of $855, citing improved pricing and sales, along with enhanced factory utilization and operational efficiency [5]. - JPMorgan raised PepsiCo (PEP) from "Neutral" to "Overweight," increasing the target price from $151 to $164, due to the company's accelerated innovation and marketing spending [5]. - HSBC upgraded AbbVie (ABBV) from "Hold" to "Buy," with a target price increase from $225 to $265, noting the company's growth momentum and strong execution capabilities [5]. - Morgan Stanley raised Terex (TEX) from "Equal Weight" to "Overweight," with a target price increase from $47 to $60, as the company's performance has rebounded and its business mix has improved [5]. - Oppenheimer upgraded Dyne Therapeutics (DYN) from "Hold" to "Outperform," significantly raising the target price from $11 to $40, highlighting the stock's undervaluation compared to its competitor Avidity [5]. Downgrades - HSBC downgraded Biogen (BIIB) from "Hold" to "Reduce," with a slight target price decrease from $144 to $143, citing the poor performance of its multiple sclerosis business [5]. - Jefferies lowered Emerson Electric (EMR) from "Buy" to "Hold," maintaining a target price of $145, indicating limited short-term upside due to the company's recent performance outlook [5]. - JPMorgan downgraded Noble Energy (NE) from "Overweight" to "Neutral," raising the target price from $31 to $33, while expressing caution about upstream capital expenditures [5]. - Jefferies downgraded Rexnord (RRX) from "Buy" to "Hold," reducing the target price from $170 to $160, noting that the company's transformation plan is taking longer than expected [5]. - Jefferies lowered Vail Resorts (VLTO) from "Buy" to "Hold," with a target price decrease from $125 to $105, stating that the current stock price reflects the company's stable demand and strong returns [5]. New Coverage - Guggenheim initiated coverage on Amazon (AMZN) with a "Buy" rating and a target price of $300, suggesting that the retail sector is showing signs of improvement despite previous concerns [9]. - B. Riley initiated coverage on Roblox (RBLX) with a "Buy" rating and a target price of $125, highlighting the company's strong long-term fundamentals [13]. - Cowen initiated coverage on Sensata Technologies (IOT) with an "Outperform" rating and a target price of $55, believing the company's platform aligns well with the $45 trillion "physical operations" industry [13]. - B. Riley initiated coverage on Take-Two (TTWO) with a "Buy" rating and a target price of $300, driven by the anticipated release of Grand Theft Auto 6 in November 2026 [13]. - Canadian Imperial Bank of Commerce initiated coverage on Shark Ninja (SN) with a "Buy" rating and a target price of $135, viewing the company as a "category disruptor" [13].

B. Riley initiates coverage on Roblox (NYSE:RBLX) with a "Buy" rating and a stock price of $99.Despite a 30% decline since September, Roblox reports a year-over-year revenue growth of 48%.Roblox's market capitalization stands at approximately $67.2 billion, highlighting its significant presence in the video gaming industry.On December 9, 2025, B. Riley initiated coverage on Roblox (NYSE:RBLX) with a "Buy" rating, signaling confidence in the company's future prospects. At the time, Roblox's stock was priced ...

巴祖基 2005 年创立 Roblox。创业初期，他几乎读遍了从物理模拟到图形渲染的各类研究，而且都能理解。然而 AI 时代的到来改变了一切。他称如今的研究浪潮"规模巨大、速度惊人"，从 Transformer 到扩散模型，再到世界 模型，"内容多到让人难以完全掌握"。 IT之家 12 月 8 日消息，AI 研究更新速度飞快，新论文几乎每天出现，技术概念也越来越复杂，Roblox CEO 大 卫・巴祖基对此深有体会。 据《商业内幕》今日报道，巴祖基透露，自己休假时抽出大量时间系统阅读 AI 研究，却发现过程"发人深省"—— 想真正看懂所有论文"极其困难"。 尽管外界关注焦点集中在算力扩张，OpenAI 联合创始人伊利亚・苏茨克维却认为，真正决定 AI 走向的仍是"研 究本身"："我们重新回到研究时代，只不过现在用的是更大的计算机。" 而对于 Roblox 而言，巴祖基的结论是：AI 在"三维世界"里仍然处于非常初期的阶段。他指出，AI 依赖的是人类 制造出来的文本和图像，"我们在用自己创造的内容训练 AI，而不是用真实世界的三维原始数据"。 随着 AI 从学界扩展到国家战略高度，Meta、微软等公司纷纷建立自 ...

Core Viewpoint - The article discusses three growth stocks that have recently underperformed but are expected to improve in the upcoming year due to various catalysts and market recognition of their potential [2]. Group 1: Roblox - Roblox has experienced a 30% decline since its peak in September, primarily due to concerns over slowing growth and profitability, despite a year-over-year revenue growth of 48% [4][6]. - The company has warned of a potential slight decline in operating margin due to increased development expenses and investments in infrastructure and safety [4]. - Analysts maintain a strong buy rating for Roblox, with a consensus price target of $146.28, indicating a potential upside of over 50% from its current price [7]. Group 2: Rocket Lab - Rocket Lab's stock has been volatile, recently declining due to the postponement of the first flight of a new rocket design to early next year, which disappointed investors [8][10]. - The company is positioned to enter the medium-lift segment of the orbital launch market, which is expected to grow at an average annual rate of nearly 15% through 2034 [10]. - Approximately two-thirds of Rocket Lab's revenue comes from technology and communication solutions for satellites, which remains unaffected by the timing of its new rocket launch [11]. Group 3: MercadoLibre - MercadoLibre, often referred to as the Amazon of Latin America, is the market leader in a fragmented e-commerce industry, with significant growth potential driven by increasing broadband and smartphone penetration [12][13]. - The e-commerce industry in South America is projected to grow by 21% year-over-year, doubling in size between 2023 and 2027 [13]. - Despite a nearly 20% decline in stock price since mid-year due to unexpected expenses from a free-shipping promotion, the company reported a 38% increase in commerce revenue on a constant-currency basis [15][16].

Core Insights - Roblox is progressing towards its long-term goal of reaching 1 billion users, with significant growth in user engagement and revenue generation [1][9] - The stock has shown impressive returns over the past one and three years, outperforming the S&P 500 [1][2] - Despite a modest gain for investors over the past five years, the company's long-term growth trajectory remains intact [2] User Engagement and Revenue Growth - Roblox has improved its ability to attract users, with daily active users and hours spent on the platform increasing significantly [4][6] - Bookings, a measure of non-GAAP revenue, rose by 70% year over year in the third quarter, indicating strong revenue growth [4] - Time spent on the platform surged by 91% year over year, reaching 39.6 billion hours [6] Market Position and Future Potential - Roblox's trailing-12-month revenue stands at $4.4 billion, which is a small fraction of total consumer spending on games, suggesting substantial growth potential [5] - The company is expanding at a much faster rate than the broader video game industry, which is currently growing at a low single-digit rate [5] - Management has invested in expanding content and attracting older players, which has contributed to the doubling of daily users over the past two years [6] Strategic Focus and Long-Term Vision - Roblox is exploring opportunities in AI-generated content and immersive communication, which could lead to new revenue streams beyond gaming [9] - The company aims to maintain a focus on business performance rather than stock price fluctuations, encouraging long-term investment strategies [8]

Core Points - Russia's internet and media regulator, Roskomnadzor, has blocked Snapchat and Roblox, citing their use for "extremist and terrorist" activities [1][2] - The agency claims Snapchat is being used to organize terrorist activities and commit fraud, while Roblox is accused of distributing extremist propaganda and spreading "LGBT information," which is considered extremist under Russian law [2][3] - Roskomnadzor is also imposing restrictions on Apple's FaceTime, alleging it is used for coordinating terrorist activities [3] Company Responses - A spokesperson for Roblox stated the company is committed to safety and actively works to prevent harmful content on its platform [3][4] - Roblox's CEO mentioned that Russia had approximately 2 million active daily users, compared to 11 million in the US [4] Regulatory Context - Since the full-scale invasion of Ukraine, Russia has intensified internet regulation, imposing various restrictions on international social media and messaging platforms, including bans on Signal, WhatsApp, and Instagram [5] - The Kremlin has historically cited extremism and terrorism as reasons for internet restrictions, but now also uses these terms to describe attacks related to Ukraine or anti-Kremlin sentiments [6] Security Incidents - Russia has faced domestic attacks, including a significant incident in March 2024, where a coordinated attack in Moscow resulted in 149 deaths and 609 injuries, claimed by an ISIS branch [7]

Roblox Corporation (NYSE:RBLX) is one of the best augmented reality stocks to buy right now. On November 20, BMO Capital reiterated an Outperform rating on Roblox Corporation (NYSE:RBLX) and set a $155 price target. The research firm remains optimistic about the company’s outlook, even as it faces stiff competition in the user-generated content gaming space. Roblox Corporation (RBLX) is a Buy amid Stiff Competition on UGC Gaming Space: BMO Capital The research firm has echoed the company’s 152 million da ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Roblox banned in Russia, local media says https://t.co/kwVNkvoHiL ...