Roblox (RBLX) Stock Rises 10% on New Viral Game Success

TLDR

• Roblox stock surged 10.5% Tuesday, closing at $84.80 as new game drives platform engagement
• “Escape Tsunami For Brainrots” hit top five platform games with 40M+ visits in three days
• BMO Capital and Morgan Stanley analysts maintain Buy ratings with $155 price targets
• Wall Street consensus shows $133.11 average target, implying 60% upside from current levels
• Upcoming earnings forecast shows $2.07B revenue, up 52.1% year-over-year

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Roblox stock posted a 10.5% gain during Tuesday’s session, driven by the rapid success of a new platform game. Shares traded between $76.05 and $85.43 before closing near $84.80.

Roblox Corporation, RBLX

The move came on higher-than-normal volume. Trading activity exceeded typical session levels as news of the viral game spread.

Between Saturday and Monday alone, the title drew over 40 million visits. On Sunday, it attracted approximately 43 million visits by itself.

The rapid rise comes at a crucial time for the platform. Earlier viral hits including “Grow a Garden” and “Steal a Brainrot” have started losing steam.

Analysts Back Continued Growth

BMO Capital’s Brian Pitz maintained his Buy rating with a $155 price target. Pitz highlighted the new game as evidence that Roblox can continue generating viral hits.

The analyst noted investors are looking for proof that fresh breakout titles can fuel bookings growth through 2026. Early performance metrics suggest this game fits that profile.

Morgan Stanley’s Matthew Cost also kept his Buy rating intact. Cost reduced his price target to $155 from $170, but the revised figure still implies more than 80% upside.

Cost expects 2026 to resemble 2025 for internet stocks. Companies demonstrating returns on invested capital from AI and GPU technologies should attract investor attention.

Earnings and Wall Street Targets

The Street consensus leans bullish on Roblox. Out of 22 recent analyst ratings, 13 recommend Buy, eight rate it Hold, and one suggests Sell.

The average Wall Street price target stands at $133.11. This represents roughly 60% potential upside from Tuesday’s closing price.

Roblox will report quarterly results soon. Analysts expect a loss of $0.50 per share, representing a 51.5% year-over-year decline.

Revenue forecasts sit at $2.07 billion for the quarter. That would mark 52.1% growth compared to the same period last year.

The consensus earnings estimate hasn’t changed over the past month. The stock currently holds a Zacks Rank of 3, indicating a Hold recommendation.

Tuesday’s rally reversed a 11.8% decline over the prior four weeks. The stock had been under pressure before the viral game news emerged.

The game’s concurrent user count has been climbing steadily. It reached the top five games by this metric within weeks of launching.

Platform engagement appears to be accelerating based on the latest data. The 40 million visits over a three-day period demonstrates strong user interest.

The stock’s price target from BMO and Morgan Stanley both settled at $155. Both analysts see continued upside despite recent market volatility.

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