Roblox (RBLX): An ARK Heavyweight Where Analysts See Significant Upside Potential

Group 1 - Roblox Corp. (NYSE:RBLX) is a significant position in ARK Investment Management's portfolio, valued at $736 million, making it the fifth-largest holding as of September 30, although the fund has reduced its holdings by nearly 22% to 5.31 million shares [1] - Analyst sentiment remains positive, with 70% of analysts rating Roblox as a Buy or equivalent, and a consensus 1-year median price target suggesting a 62% upside potential [2] - Morgan Stanley's analyst Matthew Cost has reiterated an Overweight rating and a price target of $170, citing the launch of a new advertising unit as a key factor for long-term monetization potential [3] Group 2 - The new advertising initiative, Rewarded Video ads, presents a substantial opportunity estimated at $3 billion and could lead to margin expansion through sponsored tiles over time [4] - Roblox Corp. designs and develops a variety of online games, including 3D and tutorial games aimed at kids, teens, and adults [5]