Morgan Stanley identifies Roblox as one of four stocks benefiting from AI integration in the video game industry. AI tools lower barriers for user-generated 3D world-building. These tools increase engagement and ecosystem complexity.
The bank projects 2026 bookings to grow between 22% and 26% year-over-year.
The 18-and-older demographic grows at a 50% annual rate. This "aging up" provides higher monetization potential.