瑞银分析师指出，Roblox公司年龄验证系统的全面推行可能在未来几个季度抑制其增长势头，主要原因在于仍有大量用户尚未完成验证。基于此判断，该机构将目标股价从74美元大幅下调至49美元。受此消息影响，Roblox股价早盘暴跌18%。
分析师表示："我们预计未来几个季度将进入过渡期，目前全球仍有49%的用户未完成验证（美国本土未验证比例达35%），虽然较上季度的55%有所改善，但整体占比依然较高。"此外，平台正在对内容推荐算法和主页界面进行测试调整，这些变动可能会对用户体验造成一定干扰。
不过分析师也强调："尽管存在短期阵痛，但我们认为这些变革将有利于平台长期健康发展，预计公司商业模式将在2027年之后重新实现增长加速。"
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