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TD Cowen has reiterated its Sell rating and $70.00 price target on Roblox Corp. (NYSE:RBLX) following the company’s fourth-quarter results. The stock currently trades at $61.28, having fallen nearly 8% over the past week, though data suggests the stock is in oversold territory. The research firm noted that Roblox’s Q4 bookings were almost exactly in line with its estimates but expressed concerns about the company’s engagement trends since last summer’s peak. Despite these concerns, Roblox has demonstrated strong revenue growth of 35.77% over the last twelve months. TD Cowen characterized the fiscal year 2026 guidance provided by Roblox as quite aspirational based on current engagement data, highlighting very soft trends since December relative to seasonal norms. The firm stated that while recent fears about AI disruption affecting video game stocks are unwarranted, it believes there is an uncomfortably high risk of a guidance miss for the company. TD Cowen acknowledged being conflicted on the stock, but ultimately maintained its Sell rating due to concerns that management’s FY26 guidance is at risk, which could create an increasingly uncomfortable overhang unless engagement trends improve. Roblox Corp. has been the focus of several other analyst adjustments following its fourth-quarter results. Jefferies lowered its price target for Roblox to $70, citing better-than-expected bookings and what it called a likely conservative first-quarter bookings guidance. Oppenheimer also reduced its price target to $130, noting that Roblox’s bookings of $2.22 billion exceeded consensus estimates and showed a 63% year-over-year growth. Meanwhile, UBS adjusted its price target to $74 due to concerns over competition from artificial intelligence in the gaming sector. Needham decreased its target to $105, attributing the change to a broad technology sector sell-off but remains optimistic about Roblox’s fundamentals. On a more positive note, Freedom Capital Markets upgraded Roblox...