Roblox price target raised to $180 from $155 at Goldman Sachs

Goldman Sachs analyst Eric Sheridan raised the firm’s price target on Roblox (RBLX) to $180 from $155 and keeps a Buy rating on the shares. Roblox reported strong bookings, revenue, and DAU growth in Q3, with management expressing optimism about long-term platform scaling, the analyst tells investors in a research note. Q4 and early 2026 adjusted EBITDA margins came in below expectations due to investments in AI, infrastructure, and trust/safety initiatives aimed at supporting the user ecosystem and maintaining competitiveness. Growth among creators and developers, along with expanded content and improved discovery mechanisms, should continue to drive engagement and audience expansion over time, Goldman says.