Morgan Stanley Sees 82.8% Upside with $155 Price Target on Roblox

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Morgan Stanley set a $155 price target on Roblox, implying an 82.8% upside driven by bookings growth from hit games like ‘Escape Tsunami to Steal Brainrots’. Analysts maintain an average brokerage ranking of 1.90 with 16 of 29 firms issuing Strong Buy ratings and trading volume at 22.65 million shares.

1. Platform Engagement Reaches New Highs

One of Roblox’s top titles, “Escape Tsunami to Steal Brainrots,” has consistently attracted more than 200,000 daily active players over the past month, representing a 25% increase in engagement compared to the previous period. Morgan Stanley analysts highlight that this game’s rapid ascent into the platform’s top five catalog signals robust user-generated content demand and underscores Roblox’s expanding monetization avenues across both in-game purchases and premium subscriptions.

2. Surge Driven by Analyst Upgrades and Option Activity

On January 13, Roblox shares jumped by nearly 11% following an influential brokerage report and an aggressive uptick in call option trades. Trading volume on that session surpassed the stock’s 30-day average by over 150%, indicating heightened speculative interest. Market participants pointed to a flurry of bullish research notes—most notably a major firm’s alignment toward a strong buy—as the catalyst behind the sharp movement.

3. Morgan Stanley Sees Significant Upside

In its latest outlook, Morgan Stanley raised its forecast for Roblox, projecting a potential upside of 82.79% from current levels. The firm’s assessment is grounded in accelerating bookings growth, driven by ongoing hits on the platform and a resilient creator ecosystem. Notably, Roblox carries an average brokerage recommendation of 1.90, with 16 out of 29 analysts endorsing a strong buy stance, reinforcing the positive sentiment among institutional investors.

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