McTernan rerated following the company's better-than-expected third-quarter results but noted management's cautious 2026 commentary could limit upside momentum. The analyst expects Roblox's 2026 ...

Here are some takeaways from analysts who attended. BofA Securities: Roblox raised the go-forward Developer Exchange (DevEx) payout rate to around 23.4%, signaling confidence in the company's growth ...