Needham analyst Bernie McTernan reiterated a Buy rating for Roblox Corp (RBLX) with a $48 price target. He spoke with 11 RBLX developers who indicated a more positive monetization environment compared to a year ago, with opportunities from immersive advertising, engagement-based payouts, and better analytics. However, they also noted challenges in building an audience for lower-quality games and standing out among older, more established games. None of the developers currently use AI tools, but two believe it will eventually play a significant role in game creation.