RBLX

The stock price of Roblox surged after an upgrade by Wolfe Research analyst Shweta Khajuria, who shifted her rating from 'Hold' to 'Buy' with a price target of $150. This upgrade reflects confidence in the company's growth potential and regional pricing strategies.

Khajuria anticipates significant increases in bookings and EBITDA for fiscal year 2026, driven by regional pricing and new advertising opportunities. These initiatives are expected to fuel growth and contribute to the company's revenue.

Roblox's announcement of open-sourcing its AI moderation system, Roblox Sentinel, addresses safety concerns and highlights the company's commitment to enhancing user trust and complying with regulatory demands. This move could help mitigate the legal risks associated with previous safety allegations and improve the platform's reputation.