RBLX is trading at 5.8% down now at $88.89 after a JPMorgan downgrade and reduced price target, driven by concerns over 2026 engagement and profitability.
- The firm cut Roblox from Overweight to Neutral and lowered its price target to $100 from $145.
- Citing moderating engagement trends, expected bookings growth slowdown, and margin compression.
- Flagging risks from facial age estimation changes and a Russia ban affecting up to 10 million daily active users.