Roblox has good comeback potential with gaming hit and advertising offensive good comeback opportunities
Morgan Stanley sees an 80% chance with a target price of $155 (Overweight)
Price-to-sales ratio for 2026 at 7.4 looks more attractive after correction
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Roblox (RBLX) is, for me, one of the potential comeback stories of 2026. The reach of the online gaming platform is vast, with 151 million daily active users (DAUs), while the long-term goal is set at 300 million DAUs and 10% of the $180 billion gaming market. User growth has accelerated consistently over recent quarters from 26% to 41% and now most recently to 70%. Morgan Stanley anticipates that the target of 1 billion monthly active users (MAUs) could be reached as early as 2030. Roblox is the first online gaming platform to introduce a global...
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