Wolfe Research Cuts Roblox (RBLX) PT to $100 While Citing AI and New Products as 2026 Growth Drivers

3 days ago 5

Maham Fatima

Thu, January 8, 2026 astatine 8:12 AM CST 2 min read

Roblox Corporation (NYSE:RBLX) is 1 of the best up and coming stocks to bargain according to Wall Street. On January 6, Wolfe Research lowered the firm’s terms people connected Roblox to $100 from $150 and maintained an Outperform standing connected the shares. While 2026 is expected to beryllium different profitable twelvemonth for Internet stocks, the steadfast suggested that outperformance whitethorn beryllium much humble than the erstwhile 3 years owed to presently stretched valuations. Despite these elevated multiples, the steadfast highlighted respective factors that could thrust further upside: AI-driven developments, caller merchandise launches, a resilient macroeconomic environment, and effectual superior allocation.

Additionally, connected December 12, JPMorgan downgraded the institution to Neutral from Overweight with a terms people of $100, which was brought down from $145. The steadfast observed that portion Roblox saw a important surge successful engagement during 2025, this momentum is present opening to fade. JPMorgan warned that shares could instrumentality a breather successful 2026 arsenic viral experiences determination past their highest performance, starring to a moderation successful engagement trends. Furthermore, the steadfast anticipates a slowdown successful bookings maturation and compressed nett margins successful the twelvemonth ahead.

Wolfe Research Cuts Roblox (RBLX) PT to $100 While Citing AI and New Products arsenic 2026 Growth Drivers

On the aforesaid day, Jefferies lowered the firm’s terms people connected Roblox Corporation (NYSE:RBLX) to $100 from $115 and kept a Hold standing connected the shares. The steadfast advised investors to stay selective regarding Internet stocks. Jefferies cautioned that accrued incremental investments whitethorn restrict borderline expansion, portion ongoing concerns implicit AI-driven disintermediation could forestall banal multiples from appreciating.

Roblox Corporation (NYSE:RBLX) operates an immersive level for transportation and connection successful the US and internationally.

While we admit the imaginable of RBLX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.