---
title: "JPMorgan downgrades Roblox, says hits like “Steal a Brainrot” are past their peak"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/269535640.md"
description: "JPMorgan downgraded Roblox from \"overweight\" to \"neutral,\" citing challenges like the decline of popular games and potential impacts from Russia's ban and new features. Analyst Cory Carpenter highlighted competition from upcoming releases like \"Grand Theft Auto VI\" and the Fortnite-Unity partnership as additional pressures on Roblox's engagement and growth."
datetime: "2025-12-12T14:20:48.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/269535640.md)
  - [en](https://longbridge.com/en/news/269535640.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/269535640.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/269535640.md) | [繁體中文](https://longbridge.com/zh-HK/news/269535640.md)


# JPMorgan downgrades Roblox, says hits like “Steal a Brainrot” are past their peak

Shares of kid-focused gaming platform Roblox fell about 3% in premarket trading on Friday following a downgrade by JPMorgan to “neutral” from “overweight.”

As part of the firm’s 2026 outlook, analyst Cory Carpenter cited key headwinds that could dampen Roblox’s prospects next year. Among them: the need for more viral hits like “Grow a Garden” and “Steal a Brainrot,” which Carpenter says are past their peaks.

According to JPMorgan, further engagement hits could also come from Russia’s ban of the platform (the bank noted that Russia’s ban could affect up to 10 million daily active users, as it’s a top five market) and the facial age estimation rollout coming next month, which Roblox has said may “negatively impact platform engagement in the short term.”

Also looming for Roblox and the entire gaming industry is Take-Two’s expected mass hit “Grand Theft Auto VI.” Per Carpenter, the rollout of the Fornite and Unity Software partnership could also create more noise for Roblox.

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