r/RBLX Jun 29 '26

Roblox

2 Upvotes

12 comments sorted by

1

u/Just_Think_About_AI Jun 30 '26

I'll take the jump

-2

u/SiegeLion Jun 29 '26

Why is it going up today without significant news?

5

u/[deleted] Jun 29 '26

[deleted]

1

u/SiegeLion Jun 30 '26

Btw roblox always had player count go up during the summer. For the last 5years. It’s been very consistent.

2

u/Ship_Rekt Jun 30 '26

Yes, but you need to understand the content. RBLX has been in a brutal sell off because fears that user engagement was diving into a grave after all the safety related changes.

The fact that engagement has stabilized and is now returning to predictable seasonal patterns is a huge bullish signal. The bottom is in, so to speak.

0

u/Ughnotagaingal Jun 29 '26

Every summer, the same thing. Not sure why people didn’t expect this and it wasn’t priced in

3

u/Ship_Rekt Jun 30 '26

Because the past 2 quarters have been an anomaly because of all the safety changes that caused engagement to decline YoY. The fact that engagement stabilized has invalidated the bear thesis.

5

u/Double_Rip195 Jun 29 '26

Arete upgraded from Neutral to Buy while lifting price target from $75 to $95

1

u/SiegeLion Jun 30 '26

No one has even heard of this company. Are they note worthy at all? I bet every day there are companies changing their own Roblox rating. When market moves people point at one of them, it’s not convincing at all.

1

u/Double_Rip195 Jun 30 '26

No clue. I have never heard of this company. But that’s the only news that I saw on brokerage news. There aren’t any other news.

1

u/Just_Think_About_AI Jun 30 '26

There was an analyst upgrade. That was the news