莫菲特·内桑森升级至中立后，Roblox上涨

Roblox's (NYSE:RBLX) stock rose about 2% premarket on Friday after MoffettNathanson upgraded the shares to Neutral from Sell with a $26 price target.

The video game platform provider's stock slumped about 22% on Thursday after it offered a weaker-than-expected bookings forecast for the coming quarter and lowered it for the remainder of the year.

The analysts noted that after the massive sell-off — and year-to-date relative underperformance — they were upgrading Roblox from Sell to Neutral.

The company's monetization model, for now, relies on free-to-play mechanics and microtransactions. Roblox clearly has at least some pro-social elements and other benefits too. It is deeply concerned with safety and civility. But its audience is kids, the analysts added.

If "screen time" is a hot-button issue for many parents, it is hard to see how Roblox could reliably grow (already very high) per-user engagement, said the analysts.

Kids are anxious, parents are anxious, and investors are anxious, according to MoffettNathanson.

Roblox (RBLX) has a Hold rating at Seeking Alpha's Quant Rating system, which consistently beats the market. The Seeking Alpha authors' average rating is also Hold, but the average Wall Street analysts' rating is more positive, with a Buy.