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Roblox CorporationNYSE:RBLX Stock Report

Market Cap US$39.6b
Share Price
US$45.13
US$80.07
43.6% undervalued intrinsic discount
1Y-39.1%
7D-19.5%
Portfolio Value
View

Roblox Corporation

NYSE:RBLX Stock Report

Market Cap: US$39.6b

Roblox (RBLX) Stock Overview

Operates an immersive platform for connection and communication in the United States and internationally. More details

RBLX fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance0/6
Financial Health4/6
Dividends0/6

RBLX Community Fair Values

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Community Contributor
US$2.5FV 54.4% undervalued intrinsic discount
3.1%Revenue growth p.a.
1.5k
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20
22d ago

Roblox Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Roblox
Historical stock prices
Current Share PriceUS$45.13
52 Week HighUS$150.59
52 Week LowUS$41.75
Beta1.67
1 Month Change-21.69%
3 Month Change-31.37%
1 Year Change-39.09%
3 Year Change28.76%
5 Year Change-33.53%
Change since IPO-35.06%

Recent News & Updates

Recent updates

Roblox (RBLX): The Metaverse Pioneer Navigates a Strategic Turning Point

Roblox Corporation (RBLX) , the global vanguard of immersive digital social platforms and a cornerstone of the modern "user-generated content" economy, enters the final week of April 2026 in a state of intense strategic pivot. The company is scheduled to release its Q1 2026 earnings report on Thursday, April 30, 2026, at 4:30 PM EDT.

RBLX: Long Term Monetization And Engagement Trends Will Drive Future Upside

The updated analyst price target for Roblox has been reduced to around $104 from about $134. Analysts are factoring in softer user and bookings trends, highlighted by multiple target cuts, alongside ongoing concerns about future competition and monetization.

Roblox: The Growth Is There, Now Show Us The Margins

Apr 14

RBLX: Future Engagement And New Hits Will Support Earnings Potential

Roblox's updated analyst fair value target of $65.00, broadly in line with recent Street moves that trimmed price targets across a wide $70 to $155 range, reflects analysts balancing cautious booking and engagement assumptions with ongoing confidence in the platform's ability to surface new hit experiences. Analyst Commentary Across recent research, the main theme is a reset in expectations as a wide group of firms trim Roblox price targets, even when they keep positive or neutral ratings in place.

RBLX: Engagement Trends And Content Cycles Will Shape Future Earnings Potential

The analyst price target for Roblox has shifted slightly lower, from $67 to $65, as analysts factor in softer concurrent user trends relative to booking guidance and rising competitive and content headwinds, even while acknowledging ongoing hit experiences on the platform. Analyst Commentary Recent research on Roblox reflects a more cautious tone, with several firms trimming price targets and reassessing growth assumptions in light of softer concurrent user trends, upcoming content competition, and challenging comparisons in future years.

RBLX: Content And Engagement Strength Will Offset Rising Competitive And Safety Risks

Our fair value estimate for Roblox has been revised down from $180.00 to about $166.79 as analysts factor in a higher discount rate, slightly different long term growth and margin assumptions, and a wave of reduced Street price targets that balance strong content trends with rising competitive and comparison risks. Analyst Commentary Recent Street research on Roblox reflects a mixed but active backdrop, with many firms cutting price targets while still highlighting areas of strength in engagement, content and long term platform potential.

RBLX: Engagement Trends And Content Cycles Will Drive Earnings And Regulatory Risk

Analysts have trimmed their fair value estimate for Roblox to $67, reflecting a series of lower Street price targets as they moderate assumptions on revenue growth, long term margins and future P/E, while still acknowledging supportive engagement trends and select rating upgrades. Analyst Commentary Recent research on Roblox has leaned cautious, with many Bearish analysts cutting price targets even as some firms highlight constructive engagement trends and select upgrades.

Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing

Feb 15
Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing

RBLX: Advertising On Unmonetized Engagement Will Reshape Long Term Earnings Power

Analysts have trimmed their Roblox price targets, generally keeping fair value around $180.00 while applying slightly lower revenue growth and profit margin assumptions and a higher future P/E. This reflects both recent cuts across the Street and ongoing confidence in the platform's long term engagement potential.

RBLX: Expanding Advertising And Rewarded Video Will Drive Future Upside Potential

The analyst price target for Roblox has been reduced by about $12 to reflect slightly lower fair value, modestly softer growth and margin assumptions, and a recalibration of long term P/E expectations, even as recent research highlights healthy bookings, encouraging engagement trends, and ongoing content and ads opportunities. Analyst Commentary Recent research on Roblox reflects a mix of optimism around engagement, bookings and new revenue streams, alongside concerns about the investment required to support that growth and the impact on margins and valuation multiples.

RBLX: Advertising And User Content Monetization Will Reshape Long Term Earnings Power

Analysts have nudged their Roblox fair value estimate up by $5 to $180 as they factor in updated Street research that points to stronger monetization potential from advertising and user generated content, while also acknowledging recent target cuts that reflect higher investment and more tempered bookings expectations. Analyst Commentary Recent Street research on Roblox reflects a split view, with some firms trimming targets and others highlighting what they see as meaningful upside tied to ads, user generated content and platform scale.

RBLX: Ad Monetization And Heavier Investments Will Shape Engagement-Led Earnings Outlook

Analysts have nudged their aggregate price target on Roblox lower by roughly $6 to $82. This reflects a modestly higher discount rate even as they grow more optimistic about accelerating revenue growth, expanding profit margins, and a more reasonable future earnings multiple supported by robust engagement, a growing ads opportunity, and sustained leadership in user generated content gaming.

RBLX: Expanding Advertising and Rewarded Video Will Unlock Major Upside Ahead

The analyst price target for Roblox has been modestly revised downward to $145.63 from $146.02. Analysts continue to see strong top-line momentum but point to increased investments and a softer margin outlook in the near term.

Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing

Nov 20
Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing

RBLX: Future Advertising Opportunities Will Drive Meaningful Margin Expansion

Roblox's analyst price target has been modestly reduced by $1.24 to $146.02. Analysts cite near-term margin pressures from heightened investments and developer economics, despite stronger-than-expected revenue growth and an increasingly compelling advertising outlook.

RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside

Roblox's analyst price target has been modestly increased by $2 to $147, as analysts cite ongoing strong platform engagement and solid performance. This is partially offset by expectations for increased investment and some near-term margin headwinds.

APAC Expansion And Monetized Content Will Unlock Potential

Roblox's fair value estimate has been modestly raised by analysts, increasing from approximately $148.32 to $149.42 per share. Recent research highlights ongoing platform engagement momentum and stronger than anticipated growth in profitability and revenue expectations.

APAC Expansion And Monetized Content Will Unlock Potential

Roblox's analyst price target has increased from approximately $144 to $148. Analysts cite stronger-than-expected user engagement, impressive bookings growth, and continued investment momentum on the platform.

APAC Expansion And Monetized Content Will Unlock Potential

Driven by robust user growth from successful new titles, accelerating platform innovation, and stronger revenue prospects supported by favorable regulatory developments and solid quarterly performance, analysts have raised Roblox’s consensus price target slightly from $142.32 to $143.95. Analyst Commentary Hit game launches, particularly Grow a Garden, have driven unprecedented user engagement and bookings growth, significantly surpassing prior expectations and industry records.

APAC Expansion And Monetized Content Will Unlock Potential

Roblox's consensus price target surged from $98.82 to $139.82 as analysts raised revenue growth forecasts and assigned a higher future P/E multiple, reflecting increased optimism on the company's growth prospects. What's in the News Roblox issued Q3 2025 revenue guidance of $1,110–$1,160 million and a net loss of $396–$366 million; full-year 2025 revenue guidance is $4,390–$4,490 million with a net loss of $1,261–$1,201 million.

Revenues Tell The Story For Roblox Corporation (NYSE:RBLX) As Its Stock Soars 26%

Aug 05
Revenues Tell The Story For Roblox Corporation (NYSE:RBLX) As Its Stock Soars 26%

Roblox Corporation's (NYSE:RBLX) 28% Jump Shows Its Popularity With Investors

May 28
Roblox Corporation's (NYSE:RBLX) 28% Jump Shows Its Popularity With Investors

Roblox: Watch Out For Slowing DAU Growth

Apr 21

Roblox: A Free Cash Flow Powerhouse In The Gaming Industry

Mar 21
User avatar

AI Initiatives And Expansion Into India Will Open Future Opportunities

AI-driven functionalities and personalized discovery could enhance user engagement and boost future revenue growth.

Roblox: Overvalued As Gaming Industry Growth Slows And GTA 6 Threatens Market Share

Mar 15

Roblox: Young Adults Will Carry Outperformance - Reiterating Buy

Feb 14

Shareholder Returns

RBLXUS EntertainmentUS Market
7D-19.5%-2.3%0.8%
1Y-39.1%-7.2%27.7%

Return vs Industry: RBLX underperformed the US Entertainment industry which returned -7.2% over the past year.

Return vs Market: RBLX underperformed the US Market which returned 27.7% over the past year.

Price Volatility

Is RBLX's price volatile compared to industry and market?
RBLX volatility
RBLX Average Weekly Movement9.9%
Entertainment Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: RBLX has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: RBLX's weekly volatility (10%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20043,065Dave Baszuckicorp.roblox.com

Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate immersive experiences and other content; and Roblox Cloud, which provides services and infrastructure that power the platform. Roblox Corporation was incorporated in 2004 and is headquartered in San Mateo, California.

Roblox Corporation Fundamentals Summary

How do Roblox's earnings and revenue compare to its market cap?
RBLX fundamental statistics
Market capUS$39.55b
Earnings (TTM)-US$1.10b
Revenue (TTM)US$5.30b
6.1x
P/S Ratio
-29.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RBLX income statement (TTM)
RevenueUS$5.30b
Cost of RevenueUS$4.02b
Gross ProfitUS$1.28b
Other ExpensesUS$2.37b
Earnings-US$1.10b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.53
Gross Margin24.10%
Net Profit Margin-20.69%
Debt/Equity Ratio245.3%

How did RBLX perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 10:06
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Roblox Corporation is covered by 52 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HeasmanAccountability Research Corporation
David MakArete Research Services LLP
Ross SandlerBarclays