Roblox Well Positioned to Outperform on Strong User Growth, Emerging Ad Revenue, Oppenheimer Says

MT Newswires Live

Apr 10

Roblox (RBLX) is well positioned to outperform the video game sector in bookings growth and margin expansion, driven by its technology infrastructure, untapped monetization potential, and unique user growth momentum, Oppenheimer said in a Thursday note.

The firm highlighted strong near-term trends, with average concurrent user growth in Q1 tracking at 30% year over year, ahead of 25% in Q4, suggesting bookings will likely surpass management's 22% guidance.

Oppenheimer also expressed increased confidence in Roblox's programmatic video ads strategy, citing the Google Ad Manager partnership as a catalyst. Oppenheimer expects ad revenue to reach a $100 million run rate by Q4.

The platform's recent large-scale event, The Hunt: Mega Edition, received mixed feedback but helped break all-time records for concurrent users. Oppenheimer expects continued experimentation with such events to support long-term engagement.

Oppenheimer upgraded Roblox to outperform, with a $70 price target.

Shares of Roblox were down 3.1% in recent trading.

Price: 55.54, Change: -1.77, Percent Change: -3.09

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2526596057"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2526596057\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2526596057?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-04-10 22:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2526596057","market":"sh","top_or_hot":-1,"title":"Roblox Well Positioned to Outperform on Strong User Growth, Emerging Ad Revenue, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> Roblox (RBLX) is well positioned to outperform the video game sector in bookings growth and margin expansion, driven by its technology infrastructure, untapped monetization potential, and unique user growth momentum, Oppenheimer said in a Thursday note.</p><p>The firm highlighted strong near-term trends, with average concurrent user growth in Q1 tracking at 30% year over year, ahead of 25% in Q4, suggesting bookings will likely surpass management's 22% guidance.</p><p>Oppenheimer also expressed increased confidence in Roblox's programmatic video ads strategy, citing the Google Ad Manager partnership as a catalyst. Oppenheimer expects ad revenue to reach a $100 million run rate by Q4.</p><p>The platform's recent large-scale event, The Hunt: Mega Edition, received mixed feedback but helped break all-time records for concurrent users. Oppenheimer expects continued experimentation with such events to support long-term engagement.</p><p>Oppenheimer upgraded Roblox to outperform, with a $70 price target.</p><p>Shares of Roblox were down 3.1% in recent trading.</p><p>Price: 55.54, Change: -1.77, Percent Change: -3.09</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Well Positioned to Outperform on Strong User Growth, Emerging Ad Revenue, Oppenheimer Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoblox Well Positioned to Outperform on Strong User Growth, Emerging Ad Revenue, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-04-10 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Roblox (RBLX) is well positioned to outperform the video game sector in bookings growth and margin expansion, driven by its technology infrastructure, untapped monetization potential, and unique user growth momentum, Oppenheimer said in a Thursday note.</p><p>The firm highlighted strong near-term trends, with average concurrent user growth in Q1 tracking at 30% year over year, ahead of 25% in Q4, suggesting bookings will likely surpass management's 22% guidance.</p><p>Oppenheimer also expressed increased confidence in Roblox's programmatic video ads strategy, citing the Google Ad Manager partnership as a catalyst. Oppenheimer expects ad revenue to reach a $100 million run rate by Q4.</p><p>The platform's recent large-scale event, The Hunt: Mega Edition, received mixed feedback but helped break all-time records for concurrent users. Oppenheimer expects continued experimentation with such events to support long-term engagement.</p><p>Oppenheimer upgraded Roblox to outperform, with a $70 price target.</p><p>Shares of Roblox were down 3.1% in recent trading.</p><p>Price: 55.54, Change: -1.77, Percent Change: -3.09</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"OPY","symbol_name":"奥本海默控股","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2526596057","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2526596057","pubTimestamp":1744295340,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Roblox (RBLX) is well positioned to outperform the video game sector in bookings growth and margin expansion, driven by its technology infrastructure, untapped monetization potential, and unique user ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"OPY":"奥本海默控股","RBLX":"Roblox Corporation"},"translate_title":"奥本海默表示，Roblox在强劲的用户增长和新兴广告收入方面处于领先地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RBLX":1,"OPY":1},"content_text":"Roblox (RBLX) is well positioned to outperform the video game sector in bookings growth and margin expansion, driven by its technology infrastructure, untapped monetization potential, and unique user growth momentum, Oppenheimer said in a Thursday note.The firm highlighted strong near-term trends, with average concurrent user growth in Q1 tracking at 30% year over year, ahead of 25% in Q4, suggesting bookings will likely surpass management's 22% guidance.Oppenheimer also expressed increased confidence in Roblox's programmatic video ads strategy, citing the Google Ad Manager partnership as a catalyst. Oppenheimer expects ad revenue to reach a $100 million run rate by Q4.The platform's recent large-scale event, The Hunt: Mega Edition, received mixed feedback but helped break all-time records for concurrent users. Oppenheimer expects continued experimentation with such events to support long-term engagement.Oppenheimer upgraded Roblox to outperform, with a $70 price target.Shares of Roblox were down 3.1% in recent trading.Price: 55.54, Change: -1.77, Percent Change: -3.09","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}