Why Roblox stock is on fire

The weather isn't the only thing warming up in July. $Roblox(RBLX.US)$ stock is surging as well.
Roblox stock is up 25% over the last month, including a 14% move higher on strong volume on Tuesday despite a broader market pullback, and have continued to trek higher as the week has raged on.
Analysts pin the move on a few factors:
Tthe third-party data that we have been hearing about all pointed to a really negative May, and that catalyst for the shorts has came and went. Then the question is: What are you applying next? Really we think there will be improvement in the second half of the year as comparable [data] begins to normalize. We expect to be looking at high teens, maybe even low 20%, bookings growth into 2023.
With financial comparisons becoming easier later this year, the Street may be sniffing out stronger financial updates from Roblox.
On top of that, the amalysts doesn’t expect a recession in the U.S. to be detrimental to the Roblox recovery story. "Roblox specifically, monthly active users pay about $20 a month for the platform,” McTernan said. “So it's not a huge monthly expense for a household.”