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Roblox (RBLX) Gains Analyst Support as New Game Fuels Bookings Growth Hopes

Roblox Corporation (NYSE:RBLX) ranks among the 10 best new stocks to buy in Ray Dalio’s portfolio. On January 12, BMO Capital reaffirmed its Outperform rating and $155 price target for Roblox Corporation (NYSE:RBLX), citing the release of a new game on the Roblox platform titled “Escape Tsunami For Brainrots!” that hopes to capitalize on the massive popularity of another hit game, “Steal a Brainrot.”

BMO Capital was encouraged by the new game’s solid early performance, adding that investors are waiting for signs that new breakout titles will boost Roblox’s long-term bookings growth this year.

Meanwhile, Wells Fargo cut its price target for Roblox Corporation (NYSE:RBLX) from $141 to $107 while retaining an Overweight rating on January 8, citing moderate growth estimates for 2026. The firm now forecasts 2026 bookings growth of 21% year-over-year, a decline from earlier projections of 31%, bringing its estimate closer to the consensus. Wells Fargo expects Roblox Corporation (NYSE:RBLX) to offer guidance for bookings of $7,850 million to $8,000 million this fiscal year, which represents a 19%-21% increase.

Roblox Corporation (NYSE:RBLX) is an interactive entertainment company. It operates an immersive platform that enables users to create, share, and experience 3D virtual worlds and games.

While we acknowledge the potential of RBLX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RBLX and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.

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Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

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  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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