Analysts Bullish on Roblox, Cautious on GitLab

Analysts are bullish on Roblox (RBLX) and cautious on GitLab (GTLB). Wolfe Research upgraded Roblox to 'Buy' with a $150 price target, citing potential growth from network effects and regional pricing opportunities. Meanwhile, Lucky Schreiner initiated coverage on GitLab with a 'Hold' rating and $50 price target, citing competitive threats and revenue concerns. The recommendations provide valuable insights into the potential trajectories of these tech companies.

Title: Analysts Bullish on Roblox, Cautious on GitLab

Analysts have expressed divergent views on the future prospects of Roblox Corp. (RBLX) and GitLab Inc. (GTLB), with Wolfe Research upgrading Roblox to a 'Buy' rating and Lucky Schreiner initiating coverage on GitLab with a 'Hold' rating.

Wolfe Research recently upgraded Roblox to 'Outperform' with a $150 price target, citing the potential for growth from network effects and regional pricing opportunities. The firm projects that enhancements in user discovery tools and strategic pricing changes will strengthen Roblox’s long-term business model. Wolfe Research estimates that regional pricing alone could add $318 million to bookings in 2026, while advertising revenues may inject an additional $300 million in that timeframe [1].

Despite the positive outlook, Roblox faces criticism following a lawsuit filed by Louisiana’s attorney general, accusing the gaming platform of allowing predators to exploit children and failing to enforce adequate safety measures. The company is refining its platform experience and expanding its appeal to older demographics, which could mitigate these concerns.

Meanwhile, Lucky Schreiner initiated coverage on GitLab with a 'Hold' rating and a $50 price target, citing competitive threats and revenue concerns. GitLab faces challenges in maintaining its growth trajectory and addressing competitive pressures in the software development industry. Analysts are cautious about the company’s ability to sustain its revenue growth and market share.

GitLab Inc. is listed on the NASDAQ stock exchange with a current stock price of $44.18. The company's recent earnings reports have shown mixed results, with analysts closely monitoring the company’s performance and market positioning [2].

The contrasting recommendations from Wolfe Research and Lucky Schreiner provide valuable insights into the potential trajectories of these tech companies. Investors should carefully consider these analyses and the broader market conditions when making investment decisions.

References
1. [1] https://stocktwits.com/news-articles/markets/equity/this-game-developer-stock-doubled-in-2025/chsZBoNRdK3
2. [2] https://www.investing.com/equities/gitlab