Roblox Corp (NYSE:RBLX) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 5, Roblox (NYSE:RBLX) reported strong Q4 2025 results that, along with Q1 2026 guidance, exceeded Street expectations (as per CNBC report). While fourth-quarter bookings grew 63% to $2.22 billion, ahead of consensus at $2.05 billion, average daily active users rose 69% to 144 million, above the 138 million estimate. In addition, Q1 2026 bookings are expected to be between $1.69 and $1.74 billion, ahead of the ...

Roblox Corporation (NYSE:RBLX) stands out as one of Cathie Wood’s 10 stock picks with huge upside potential. Piper Sandler Views Recent Roblox (RBLX) Selloff as Exaggerated Gaming stocks faced investor volatility last week, with Roblox Corporation (NYSE:RBLX) among the impacted stocks. In response to this volatility, on February 2, 2026, Piper Sandler shared its views, describing the January 30, 2026, selloff as exaggerated. The firm believes the broader software weakness and new AI capabilities like Pro ...

Roblox Corp (NYSE:RBLX) is one of the stocks with huge growth potential, according to the media. On January 27, Piper Sandler lowered its price target on Roblox Corp (NYSE:RBLX) to $125 from $180 while keeping an Overweight rating, citing weaker upside in billings and revenue growth beyond 2027 and recent data showing age-related restrictions impacting performance. Wall Street Firms Cautious on Roblox Corp. (RBLX) Amid Declining Engagement Levels The firm expects Q4 2025 bookings growth of 55–60% year-ov ...

Group 1 - Roblox Corp (NYSE:RBLX) is considered one of the best large-cap stocks under $100 with significant upside potential, with a Buy rating maintained by B. Riley Securities and a price target of $125, indicating an estimated 69% upside potential prior to the fourth quarter results announcement on February 5 [1] - Oppenheimer reaffirmed its Outperform rating on Roblox Corp with a price target of $150, following the implementation of an age verification process, which has reportedly had no material impact on monetization or player time for top Roblox games [3] - The company is expected to post healthy yet decelerating growth in bookings, with margins under pressure due to large investments, and strong first-quarter results in 2026 are anticipated, driven by the launch of the game Escape Tsunami for Brainrots! [2] Group 2 - Roblox Corporation operates as a virtual communication and connection platform, providing a highly immersive digital experience through offerings such as Roblox Client, Roblox Studio, and Roblox Cloud, enabling users and developers to connect, work, play, and socialize in a 3D environment [4]

Group 1: Roblox Corporation Overview - Roblox Corporation (NYSE:RBLX) is recognized as a leading communication services stock by hedge funds [1] - The company provides a virtual communication and connection platform that offers immersive digital experiences through tools like Roblox Client, Roblox Studio, and Roblox Cloud [4] Group 2: Analyst Ratings and Price Targets - Ken Gawrelski of Wells Fargo maintains a bullish outlook on Roblox, assigning a Buy rating with a revised target price of $107, indicating a potential upside of around 40% [1] - B. Riley Securities analyst Drew Crum initiated coverage with a Buy rating and a price target of $125, suggesting a significant upside potential of 64% based on the company's long-term prospects [3]

Group 1 - Roblox Corporation is recognized as one of the best augmented reality stocks to buy, with BMO Capital reiterating an Outperform rating and setting a price target of $155 [1] - The company boasts 152 million daily active users and has paid out $1.5 billion to UGC creators annually, highlighting its competitive edge in the user-generated content gaming space [2] - JPMorgan analyst Cory Carpenter maintains a bullish stance with a Buy rating, noting stabilization in platform engagement and a slight year-over-year acceleration in trends [3] Group 2 - Roblox serves as an AR enabler, allowing creators to build and monetize immersive experiences through its platform, which includes Roblox Client, Studio, and Cloud [4] - The platform supports the development of AR experiences like virtual try-ons and interactive marketing, while the company's core focus remains on user-generated content, gaming, and social interaction [4]

Economic Indicators - The U.S. Consumer Confidence Index rebounded to 98 in May, significantly above the Zacks Consensus Estimate of 86, after five months of decline [1] - The Present Situation Index rose to 135.9 in May from 131.1 in April, while the Expectations Index climbed to 72.8 from 55.4, although it remains below the recession threshold of 80 [4] - 44% of respondents expect stocks to rise over the next 12 months, up from 37.6% in April, and 19.2% expect more jobs in the next six months, compared to 13.9% in April [5] Consumer Discretionary Stocks - Investment in consumer discretionary stocks is expected to be fruitful, with five stocks highlighted: Netflix Inc. (NFLX), The Walt Disney Co. (DIS), Charter Communications Inc. (CHTR), Roku Inc. (ROKU), and Roblox Corp. (RBLX), all carrying a Zacks Rank 2 (Buy) [3] Netflix Inc. (NFLX) - NFLX beat the Zacks Consensus Estimate for earnings in Q1 2025, maintaining healthy engagement levels despite trade-related challenges [8] - The company launched its Ad Suite in the U.S. on April 1, with plans for international expansion, which is expected to drive subscriber and ARPU growth [9] - NFLX has an expected revenue growth rate of 14% and earnings growth rate of 27.7% for the current year, with a 3% improvement in the Zacks Consensus Estimate for earnings over the last 60 days [11] The Walt Disney Co. (DIS) - DIS reported steady Q2 fiscal 2025 results with year-over-year revenue and earnings growth, driven by domestic parks and experiences [12] - The company expects double-digit percentage operating income growth in fiscal 2025, with ESPN achieving significant viewership growth [13] - DIS has an expected revenue growth rate of 3.8% and earnings growth rate of 15.1% for the current year, with a 4.6% improvement in the Zacks Consensus Estimate for earnings in the last 30 days [15] Charter Communications Inc. (CHTR) - CHTR's Q1 performance benefited from a 33.5% year-over-year increase in mobile service revenues, adding 514K new mobile lines [16] - The launch of satellite-based services through a collaboration with Skylo is expected to drive growth [17] - CHTR has an expected revenue growth rate of 0.3% and earnings growth rate of 13.2% for the current year, with a 5.1% improvement in the Zacks Consensus Estimate for earnings in the last 30 days [19] Roku Inc. (ROKU) - ROKU benefits from increased user engagement, with the Roku OS being the 1 selling TV OS in the U.S. and streaming hours on The Roku Channel up 82% year over year [20] - The company has an expected revenue growth rate of 10.5% and earnings growth rate of 80.9% for the current year, with a 39.3% improvement in the Zacks Consensus Estimate for earnings in the last 30 days [21] Roblox Corp. (RBLX) - RBLX operates an online entertainment platform, offering tools for users to explore and create 3D digital worlds [22] - The company has an expected revenue growth rate of 22.5% and earnings growth rate of 2.1% for the current year, with a 4.1% improvement in the Zacks Consensus Estimate for earnings in the last 30 days [23]