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Roblox’s New Adult Push Fuels Stock Rise

San Mateo, California, USA,Saturday, February 7, 2026
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Roblox, the popular game‑building platform, is now pulling more grown‑ups into its playground. The company’s chief executive told a finance show that people 18 and older are climbing the user ladder faster than any other group, with a jump of more than half again as fast from last year. That spike is being read by investors as a sign that the company can grow beyond its teen‑centric roots.

Strong Financial Performance

  • Last quarter earnings outshone market guesses.
  • Bookings hit $2.2 billion, a 55% lift from the same period a year earlier.
  • The company’s own forecasts point to a revenue rise of 23‑29 % for the next fiscal year, suggesting that the adult strategy is paying off.

Key Driver: Age‑Verification Tool

  • Launched in January, the new age‑verification tool partners with a facial‑recognition firm to keep users over 18 in a separate space.
  • This move makes the platform more appealing to advertisers targeting mature audiences and provides older players a safer environment.
  • The market reacted quickly, sending the stock higher as investors saw Roblox breaking out of its teen‑only image.

Strategic Focus on Cultural Moments & Profitable Game Styles

  • The CEO highlighted the company’s focus on well‑known cultural moments while branching into more profitable game styles, such as:
  • Role‑playing
  • Sports titles that adults love

AI: Empowering Creators, Not Replacing Them

  • Roblox is using artificial intelligence to give creators better tools rather than replace them.
  • The platform already runs more than 400 AI models that help makers craft content and run large multiplayer games smoothly.
  • This feature sets Roblox apart from rivals who are just now adding AI.

Analyst Outlook

  • Wall Street analysts remain cautiously optimistic.
  • In the last three months, most have rated the shares as a “buy.” Only one sell recommendation.
  • The average price target sits around $108, implying that the stock could climb roughly 60 % from its current level.
  • Investors are watching to see if Roblox can keep pulling in adults and turning that growth into lasting profits.

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