Core Viewpoint - Jefferies has lowered the price target for Roblox to $85 from $100 while maintaining a Hold rating ahead of the company's fourth-quarter earnings release [1] Group 1: Earnings Outlook - Investor sentiment is cautious leading into the earnings results, with a focus on the fiscal 2026 bookings outlook as a potential reset point for expectations [2] - There are concerns that the guidance for fiscal 2026 may be lower than the anticipated 20% year-over-year bookings growth, or that no full-year guidance may be issued [2] Group 2: User Trends and Risks - User trends have remained stable month over month since November, which reduces near-term risk for the fourth quarter and first quarter [3] - However, uncertainty in the second half of the year, due to challenging year-over-year comparisons, is likely to continue impacting the stock negatively [3] Group 3: Stock Performance and Valuation - Roblox shares have decreased by 38% since the third-quarter 2025 earnings, despite the company achieving its strongest results in history [4] - Concerns regarding slower bookings growth for 2026 compared to the long-term target of over 20% and potential EBITDA margin compression have led to a contraction in valuation, dropping from 45x to 30x forward EBITDA [4] Group 4: Price Target Justification - Jefferies' revised price target of $85 is based on a 30x multiple applied to fiscal 2026 EBITDA of $1.93 billion, indicating that investor positioning appears skewed to the downside as they prepare for conservative guidance [5] - Fiscal 2026 is viewed as a clearing event for expectations [5]

DraftKings Inc (NASDAQ:DKNG) stock is up 2.5% to trade at $35.16 at last glance, after an upgrade from Wells Fargo to "overweight" from "equal weight," with a price-target hike to $49 from $31. The majority of analysts leaned bullish toward DKNG coming into today, with 27 of the 33 in coverage sporting a "buy" or better rating. Additionally, the 12-month consensus target price of $45.38 is a 29.1% premium to current levels.  The equity sports a 19.9% six-month lead, with support stemming from its 40-day mov ...

Partnership advances marketing strategy in preparation for pending launch of recently announced entry into Prediction Markets Las Vegas, Nevada, Jan. 15, 2026 (GLOBE NEWSWIRE) -- High Roller Technologies, Inc. (“High Roller”) (NYSE: ROLR), operator of the award-winning, premium online casino brands High Roller and Fruta, today announced it has signed a non-binding Letter of Intent (“LOI”) with Lines.com, a premier sports media platform owned by Spike Up Media, to enter into and execute a strategic marketin ...

"Escape Tsunami to Steal Brainrots†is one of the top games on Roblox. The game demonstrates the platform's growth potential, Morgan Stanley says. ...

Deep-pocketed investors have adopted a bearish approach towards Roblox (NYSE:RBLX), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in RBLX usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 34 extraordinary options activities for Roblox. This ...

Core Insights - High Roller Technologies, Inc. has entered into a binding Letter of Intent with Crypto.com to launch an event-based prediction markets product in the U.S., targeting a market estimated to exceed $1 trillion in annual trading volume [1][2]. Company Overview - High Roller Technologies, Inc. operates premium online casino brands, including High Roller and Fruta, and is listed on the NYSE under the ticker ROLR. The company offers a user-friendly online casino platform with over 6,000 games from more than 90 providers, serving a global customer base in the multi-billion iGaming industry [4][5]. Partnership Details - The partnership will allow Crypto.com | Derivatives North America (CDNA), a CFTC-registered exchange, to offer event contracts through HighRoller.com, enabling trading across finance, entertainment, and sports markets [2][3]. - The product launch is targeted for Q1 2026, with Crypto.com as the exclusive provider of Prediction Contracts across High Roller distribution channels, pending the execution of definitive agreements [3][4]. Industry Context - The prediction markets sector is poised for significant growth, with estimates suggesting an annual trading volume exceeding $1 trillion in the U.S. [1].

We recently published 10 Stocks Leaving Wall Street in the Dust; 4 Hit Fresh Records. Roblox Corporation (NYSE:RBLX) was one of the top performers on Tuesday. Roblox surged for a second day on Tuesday, jumping 10.53 percent to close at $84.80 apiece, as investors gobbled up shares ahead of the results of its earnings performance for full-year 2025. In a statement, Roblox Corporation (NYSE:RBLX) said that it is scheduled to release its financial and operating highlights for the period after market close ...

Morgan Stanley sets a price target of $155 for NYSE:RBLX, indicating a potential upside of 82.79%.The stock holds an average brokerage recommendation (ABR) of 1.90, leaning towards a Buy with a majority of Strong Buy recommendations.Roblox's market capitalization stands at approximately $57.56 billion, reflecting its significant presence in the online gaming industry.Roblox Corporation, trading under the symbol NYSE:RBLX, is a prominent player in the online gaming industry. Known for its user-generated cont ...

Key Takeaways DraftKings expanded its share repurchase authorization from $1B to $2B and has bought back 9.3M shares.Management stated the larger buyback reflects business progress and better cash flow visibility.Buybacks will likely scale with free cash flow as DraftKings continues investing in products and technology.DraftKings Inc. (DKNG) is taking a more visible step toward shareholder returns, with management announcing an expansion of its share repurchase authorization from $1 billion to $2 billion du ...

TOKYO--(BUSINESS WIRE)--NEXON Co., Ltd. (Nexon) (3659.TO), a global leader in online games, announced that ARC Raiders® – an all-new game from the company's Stockholm-based Embark Studios – has sold more than 12.4 million units, with concurrent players reaching 960,000 in January, ten weeks after the launch on October 30, 2025. "We are incredibly pleased with the strong retention and enduring enthusiasm players in all major markets worldwide have shown for ARC Raiders,†said Junghun Lee, Presid. ...