Roblox just lost a bull on Wall Street

Wall Street just took Roblox off the “must-own” list

BTIG analyst Clark Lampen downgraded Roblox (NYSE: RBLX) from Buy to Neutral. No fireworks, no corporate drama — just a classic analyst mood swing that can still move a stock when traders are already twitchy.

Roblox shares were trading around $45.36 on Friday, so this isn’t a tiny-name, nobody-cares kind of call. When an analyst goes from leaning in to stepping aside, the market usually hears: “Nice run, but maybe don’t get too comfortable.”

Why investors should care

Analyst downgrades can matter because they often shape the near-term narrative, even when they don’t change the business itself. If Roblox was already priced like a comeback story, a Neutral rating can cool some of that optimism fast.

• The call may signal less enthusiasm around growth durability or valuation
• It can invite short-term selling from momentum traders
• It also reminds everyone that the stock still needs to earn its stripes, not just its hype

The rest of the downgrade parade

This story was part of a broader roundup of Friday rating changes, including moves on Truist Financial (TFC), Methanex (MEOH), Avis Budget (CAR), and Alaska Air (ALK). So yes, Roblox wasn’t singled out for a company-specific scandal — it just got swept into Wall Street’s Friday “let’s revisit our opinions” session.

Big picture: a downgrade doesn’t rewrite Roblox’s business overnight, but it can absolutely change the temperature around the stock. And in this market, vibes still count.