$RBLX back above 40 by end of Q2?
Watching $RBLX closely after its recent slide. It bounced hard off the mid-30s today, closing at 36.995, but the overall market sentiment for growth names still feels a bit cautious. Given the upcoming earnings cycle and potential for some positive news flow around user engagement or monetization, I'm thinking there's a decent chance we see it push back towards the 40-mark. I'd put the odds of $RBLX closing above 40 by the end of Q2 at around 60%. It's a key psychological level and clearing it could signal a return of confidence. The risk, of course, is continued broader market weakness pulling everything down.
It's an interesting call, especially with the bounce today. Do you think the user engagement data will be strong enough to overcome the broader caution on growth stocks, or would we need a significant market shift too?