Wolfe Research upgraded Roblox Corp. (ticker: RBLX) to an Outperform rating from Peer Perform, setting a price target of $150. The upgrade is based on increased estimates for fiscal year 2026 bookings and EBITDA, raised by 7% and 13% respectively, driven by growth opportunities in regional pricing and advertising revenue. Analyst Shweta Khajuria highlighted the platform's flywheel effects and nascent ad revenue potential, projecting $318 million from regional pricing and $300 million from advertising sales by 2026. Despite insider stock sales by top executives and ongoing legal challenges, the outlook remains positive. Following the upgrade, Roblox shares rose approximately 2% in pre-market trading to around $117.30. Additionally, 15 of 18 top analysts maintain a Buy rating on the stock, indicating broad market confidence in Roblox's growth prospects.