TLDR
- Roblox stock climbed 10.5% Tuesday to $84.80 on heavy trading volume
- New game “Escape Tsunami For Brainrots” generated 40M visits over three-day weekend period
- Game launched December 15 and already ranks in platform’s top five experiences
- BMO Capital and Morgan Stanley both hold Buy ratings with $155 price targets
- Wall Street average target of $133.11 suggests 60% upside potential from current price
Roblox shares posted a 10.5% gain during Tuesday’s trading, closing at $84.80. The stock ranged between $76.05 and $85.43 throughout the session.
Trading volume exceeded normal levels as investors reacted to the news. The rally marks a reversal after an 11.8% decline over the previous four weeks.
A new platform game is driving the momentum. “Escape Tsunami For Brainrots” has quickly become one of the platform’s most popular experiences.
RoMonitor tracking data shows the game drew more than 40 million visits from Saturday through Monday. The title launched on December 15, making its rapid ascent particularly striking.
Sunday alone brought approximately 43 million visits to the game. The engagement numbers have pushed it into the platform’s top five experiences by concurrent users.
The timing helps address recent concerns. Analysts had warned that earlier viral hits like “Grow a Garden” and “Steal a Brainrot” were losing momentum.
Analyst Views on Upside Potential
BMO Capital’s Brian Pitz reaffirmed his Buy rating with a $155 price target. Pitz views the new game as proof that Roblox can continue generating viral content.
The analyst emphasized that investors want to see fresh breakout titles drive sustained bookings growth in 2026. Early performance from “Escape Tsunami For Brainrots” supports this narrative.
Morgan Stanley’s Matthew Cost maintained his Buy rating while adjusting his price target. Cost lowered his target to $155 from $170.
Despite the reduction, the new target still represents over 80% upside from Tuesday’s close. Cost expects internet stocks in 2026 to favor companies showing returns from AI investments.
Revenue Growth and Price Targets
Wall Street’s consensus view remains constructive. Recent analyst ratings include 13 Buys, eight Holds, and one Sell recommendation.
The average price target across analysts sits at $133.11. This implies approximately 60% upside potential from current trading levels.
Upcoming earnings will test the bullish thesis. Analysts forecast a quarterly loss of $0.50 per share, down 51.5% year-over-year.
Revenue expectations paint a brighter picture. The consensus calls for $2.07 billion in quarterly revenue, up 52.1% from the prior year period.
Earnings estimate revisions have remained flat over the past month. The stock carries a Zacks Rank of 3, which translates to a Hold rating.
The game’s concurrent user metrics continue climbing. It achieved top five status within weeks of its mid-December launch.
Platform engagement appears to be accelerating based on recent data. The 40 million visit count over three days demonstrates strong user demand.
Both BMO Capital and Morgan Stanley settled on identical $155 price targets. Each analyst sees meaningful upside despite different approaches to valuation.
The viral game success comes as the platform works to maintain engagement momentum. Fresh content that captures user attention remains critical to the business model.
Tuesday’s volume spike accompanied the price surge. More shares changed hands than during typical sessions as the market digested the news.
