It's Roblox building a second engine for growth. Until now, the platform has leaned heavily on digital purchasesbut the ad game could open up higher-margin revenue at scale.

Oppenheimer now sees upside to both its second-quarter 2025 and full-year 2026 estimates. The firm declared, “Momentum is building for long-term growth,” and that it believes Roblox is well-positioned ...

The firm declared, “Momentum is building for long-term growth,” and that it believes Roblox is well-positioned to grow its share of the global gaming market over the coming years. Related articles ...