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This could result in a few quarters of slower growth, as the company works to demonstrate improvement and rebuild investor confidence. However, in the long-term, Roblox has strong fundamentals, offering exposure to the growing metaverse, user-generated content, cross-platform gaming, and AI. The quant model currently holds a negative view on the stock, but in the base case, it is expected to continue on a path of growth through increased DAUs, engagement and monetization. However, there are risks to their target, including competition in the metaverse space and potential safety issues that could attract regulatory pressure and affect user engagement.