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Roblox shares fall despite strong growth and bullish 2026 bookings outlook amid AI fears.

Market News
26 Mar 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Roblox Corporation's stock has dropped due to market concerns about AI disruption, even after a record year with Q4 2025 bookings up 63% to $2.2 billion and strong user engagement. Management views AI as a growth driver, projecting 2026 bookings of $8.4 billion, significantly higher than the initial 2025 guidance of $5.25 billion. With $4.5 billion in net cash and trading below five times 2026 bookings, Roblox is considered undervalued, though investors may need patience for momentum to improve.

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