Workflow
AI内容发现引擎
icon
Search documents
爆款游戏突显增长潜力 汇丰上调Roblox(RBLX.US)目标价至115美元
智通财经网· 2025-06-26 07:50
Group 1 - HSBC's report highlights the success of Roblox's new game "Grow a Garden," which has reached a record 21 million concurrent players and topped the Roblox charts [1] - The success of "Grow a Garden" indicates Roblox's increasing strength in organic content acquisition and development, contrasting with the high-cost model of traditional gaming [1] - HSBC has raised its target price for Roblox from $91 to $115, reflecting confidence in the company's ability to maintain a leading edge in content release frequency [2] Group 2 - Due to the success of "Grow a Garden," HSBC has increased its booking forecast for Roblox's fiscal year 2025/26 by 2% and raised its diluted earnings per share estimate by 11% [2] - The report emphasizes Roblox's unique advantages in the online gaming sector, particularly among younger audiences, and anticipates revenue and profit margin growth driven by improved economic conditions and market potential [2] - HSBC has adjusted its 2029 fiscal year adjusted EBITDA expectation for Roblox to $3.233 billion, up from $3.08 billion, and increased the valuation multiple from 29x to 35x [2]