Benchmark Reaffirms Buy Rating on Roblox, Highlights AI and Monetization as Growth Drivers

Roblox (NYSE:RBLX) received a reaffirmed Buy rating from Benchmark analysts, who maintained a $71 price target, citing the company’s AI-driven content creation, expanding monetization, and growing user engagement as key catalysts for long-term growth.

Roblox’s strategy for market expansion is built on three pillars: AI-assisted development, robust monetization, and broad user engagement. The introduction of the open-source Cube 3D model is accelerating content creation while expanding creative possibilities for developers, potentially reshaping game development on the platform.

With an increasingly engaged user base and high-profile collaborations with major intellectual properties (IP), Roblox continues to strengthen its competitive positioning. The company’s approach combines AI-driven game development, targeted advertising, and friend-based referral systems, fostering a highly interactive ecosystem that boosts both user engagement and developer earnings.

Looking ahead, Roblox aims for 10% of total industry content revenue to flow through its platform, reinforcing its strong developer payout structure and AI-enhanced innovation pipeline.

With a proven ability to support both major studios and independent creators, the company remains well-positioned for sustained growth in the global gaming market.