The Monday Morning Briefing - Roblox Corporation

RBLX (update): Roblox has fallen 62% in 12 months despite 41% revenue growth, but gained 11% after its developer conference outlined potential new growth from browser access, standalone creator apps, higher-spending adults and prompt-based creation tools. None affects 2026. Bookings are expected to be flat this year, and profits are set to fall by a third; with guidance withdrawn and the kids’ market showing saturation, the case rests on an unvalued pipeline.

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