Roblox Price Targets Cut to $119, $100 and $74 by Citi, Piper and UBS
Citi reduced Roblox’s price target to $119 from $152 after updating its model post-Q4 2025 results and reflecting peer multiple compression. Piper Sandler trimmed its target to $100 from $125 following a 63% year-over-year bookings rise versus 70% in the prior quarter, and UBS cut its target to $74 from $103 despite strong Q4 results and an upbeat 2026 outlook.
1. Citi Lowers Target on Peer Compression
Citi cut its price target to $119 from $152, updating its financial model after Q4 2025 results and accounting for multiple compression across gaming peers.
2. Piper Sandler Highlights Booking Deceleration
Piper Sandler trimmed its target to $100 from $125, citing a 63% year-over-year bookings increase in Q4 that slowed from 70% in the preceding quarter.
3. UBS Maintains Neutral on Competition Risks
UBS reduced its valuation to $74 from $103, acknowledging Q4 strength and a 2026 outlook beat but flagging competition and emerging AI platforms as headwinds.