Roblox shares drop 6% after Jefferies downgrades to Underperform with $38 target.

Roblox stock fell 6% following Jefferies' downgrade to Underperform and a price target cut to $38, citing concerns over overly optimistic bookings outlook and slower user growth in the US and Canada. This downgrade contrasts with steady performance in other gaming stocks like Take-Two and GameStop, highlighting a company-specific reassessment. Investors are advised to watch Roblox's next quarterly report for clearer insight into user engagement and bookings to validate or challenge Jefferies' view. Until then, Roblox shares may remain volatile amid ongoing analyst scrutiny.

Following Jefferies' downgrade of Roblox, the stock is down 7.32% on Pluang, trading at USD 43.04 as of Sep 28, 2026 20:51 WIB. Meanwhile, Take-Two shares show little movement with a slight 0.12% decline to USD 201.19, and GameStop edges up 1.26% to USD 23.68 on the platform. These figures highlight varied investor responses within the gaming sector at this time.