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Wahala no dey finish o! Roblox don get one serious upgrade from Wolfe Research analyst, Shweta Khajuria. She don boost the gaming platform to ‘Outperform’ status and don set price target of $150. Na wetin we dey talk, abi? Na so e be! (If na money dem dey collect for upgrade, plenty people don chop their money jare!)

Dis upgrade come when e dey tough for Roblox, as stock don dey shake like palm wine for eye of any big man. Khajuria believe say Roblox fit gain from wetin dem dey call ‘content flywheel’ and still get large market wey dem never touch. (No be small market am, na real biggie!)

She don yan say new revenue streams from adverts and regional pricing go help dem grow gangan. Wolfe Research don even raise 2026 bookings and EBITDA estimates by 7% and 13% respectively. Dem dey expect say regional pricing go add about $318 million for bookings, and adverts go bring about $300 million in gross revenue. (Na im we go take buy jollof rice for party!)

Khajuria don analyze say Roblox dey ride on platform flywheel effects like improved search, quick content creation, and pricing tweaks wey dey push growth. Dem still dey enter new gaming categories and AI-driven content wey go boost user base and revenue too. And you know wetin? Dem dey target to reach one billion daily users from the 112 million wey dem get now. (Omo, if dem fit run am, e go be like say dem don land big prize!)

But no be all rosy, oh. Khajuria don talk say make we dey watch out for risks like stock-based compensation, safety wahala, and regulatory eyes wey dey shine for dem side. Even though, she still reason say these things no don change their fundamentals before. (Na wetin dem dey call ‘ogbon’ for market matter!)

Roblox stock price don dey jaga-jaga recently, with shut down rumors and safety matter dey circulate for social media. But no fear, the company don clear say those rumors no be true, and dem dey serious about keeping their users safe. (Omo, me I no go fit hear gossip like that and not laugh!)

The Wolfe Research upgrade come when Roblox dey face serious wahala o, as dem dey under legal scrutiny and international bans because of safety wahala. For the current market arrangement, di stock dey trade around 36 times the 2026 EBITDA, and e dey below other gaming and internet companies wey dey grow. (Na so we go dey measure dem all now!)