How Schwab Network’s view on $RBLX changed

Channel profile →This channel has 13 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, Bird (analyst firm), CEO, Citizens, JP Morgan Chase, Jefferies, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal1 entry
2026-09-28Bearish
“Monday's First Moves: MU Price Target Hike, RBLX Downgrade, RCL Upgrade”Jefferies
Jefferies downgraded RBLX to underperform with a $38 target due to weak US user growth and low booking forecasts.

Let's talk about Roblox and its downgrading. This is disappointing. Stocks are down by more than 8% at the moment. Since the beginning of the year, this stock has performed very poorly , whether we talk about year-to-date performance or on an annual basis.

Jefferies issues a downgrade to Roblox's rating. If you have children, you know this platform. This platform allows them to play games online ; it is a comprehensive platform. You can create different worlds.

There are games like "Rifles" and others, and it seems that not enough children play them.