New York, Feb 9, 2026, 12:39 PM EST — Regular session
- Roblox shares surged roughly 10% after Roth MKM bumped its rating up to “buy”.
- The company’s rosier 2026 bookings forecast last week prompted the upgrade.
- U.S. CPI data lands Feb. 13—traders are watching closely, with high-growth names set for another key rate test.
Roblox Corp surged roughly 10% Monday, building on its recent gains after Roth MKM bumped the videogame platform up to a “buy” and hiked its price target. The upgrade fueled an ongoing rally sparked by Roblox’s latest results. 1
Roblox is back in the momentum spotlight—this time, in a market where growth stocks are getting knocked around every time interest-rate bets change. Whenever rallies depend on far-off profits, investors haven’t hesitated to sell into strength.
Roblox is wedged among a pack of consumer internet names. Its swings often tug on sentiment for other tech stocks in the high-multiple, loss-making camp.
Eric Handler at Roth MKM bumped the stock rating up to “buy” from “neutral,” raising the price target as well—now set at $84, up from $78, a report cited by Benzinga said. 1
Roblox shares climbed $6.80 to $73.22, not far from their earlier session peak of $73.62. On Friday, the stock finished at $66.42.
Roblox shares have swung sharply since the company’s fourth-quarter results landed on Feb. 5. The gaming platform projected fiscal 2026 bookings between $8.28 billion and $8.55 billion—topping estimates—but also pointed to big spending plans that may leave margins “flat to slightly down.” Chief Financial Officer Naveen Chopra told analysts Roblox won’t provide annual guidance beyond 2026, citing the unpredictable nature of viral gaming hits. 2
Investors keep a sharp eye on bookings at Roblox, since the figure tracks spending linked mainly to virtual currency sales—money that gets booked as deferred revenue and rolls into earnings over time. 3
But things could just as easily tilt the other direction. Roblox hasn’t managed steady profits, and its prospects are tied to engagement numbers—those can shift quickly, driven by what’s trending, tweaks to platform safety, or shifts in how much risk investors are willing to stomach with growth names.
Next up for traders: Friday’s January U.S. consumer price index, hitting at 8:30 a.m. ET. A hotter inflation read could jolt rate expectations and put heat on high-multiple stocks. 4
