Roblox (RBLX) Stock Overview
Operates an immersive platform for connection and communication in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
RBLX Community Fair Values
Create NarrativeSee what 224 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Roblox
121.1% overvalued intrinsic discount
Roblox Future PE to Soar by 17% in the Next 5 Years
View narrativeAC
Published 16 Jun
Roblox Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$47.50 |
| 52 Week High | US$142.00 |
| 52 Week Low | US$33.88 |
| Beta | 1.47 |
| 1 Month Change | 26.10% |
| 3 Month Change | -7.82% |
| 1 Year Change | -64.96% |
| 3 Year Change | 87.67% |
| 5 Year Change | -42.27% |
| Change since IPO | -31.65% |
Recent News & Updates
Narrative Update • Sep 17
RBLX: Safety And Discovery Overhaul Will Support Future Engagement And Monetization
Roblox's analyst fair value estimate has been reset from $73.78 to $65.00, as analysts factor in more modest revenue growth assumptions despite recent price target increases tied to product updates, higher engagement, and ongoing platform investments highlighted at the Roblox Developers Conference. Analyst Commentary Recent research on Roblox reflects a split view, with some firms trimming expectations after softer Q2 bookings and cautious guidance, while more bullish analysts highlight product updates from the Roblox Developers Conference, higher engagement, and a refreshed roadmap as reasons to raise price targets and stay constructive on the stock.Seeking Alpha • Sep 14
Roblox Has 2 Big Problems It Must Contend With
Summary Roblox Corporation demonstrates robust revenue and cash flow growth but faces sharply declining daily active users and engagement metrics. Despite management’s strategic push into the over-18 segment and product innovation, DAUs dropped from 152 million to 123 million, with bookings and engagement also falling. Valuation is highly stretched, with RBLX trading at multiples only justified for rapidly growing cash cows, making current pricing difficult to defend. I maintain a 'sell' rating on RBLX until user metrics stabilize and valuation becomes more reasonable, despite the company’s strong industry position and recent financial gains. Read the full article on Seeking Alpha
Narrative Update • Sep 03
RBLX: Safety And Engagement Investments Will Support Long Term Platform Upside
The updated analyst price target for Roblox moves lower to align with a new fair value estimate of about $48, as analysts factor in softer bookings trends, reduced revenue growth assumptions, and a lower future P/E multiple, despite slightly stronger projected profit margins. Analyst Commentary Street research on Roblox points to a reset in expectations after recent Q2 results and Q3 guidance.Recent updates
Narrative Update • Sep 17
RBLX: Safety And Discovery Overhaul Will Support Future Engagement And Monetization
Roblox's analyst fair value estimate has been reset from $73.78 to $65.00, as analysts factor in more modest revenue growth assumptions despite recent price target increases tied to product updates, higher engagement, and ongoing platform investments highlighted at the Roblox Developers Conference. Analyst Commentary Recent research on Roblox reflects a split view, with some firms trimming expectations after softer Q2 bookings and cautious guidance, while more bullish analysts highlight product updates from the Roblox Developers Conference, higher engagement, and a refreshed roadmap as reasons to raise price targets and stay constructive on the stock.Seeking Alpha • Sep 14
Roblox Has 2 Big Problems It Must Contend With
Summary Roblox Corporation demonstrates robust revenue and cash flow growth but faces sharply declining daily active users and engagement metrics. Despite management’s strategic push into the over-18 segment and product innovation, DAUs dropped from 152 million to 123 million, with bookings and engagement also falling. Valuation is highly stretched, with RBLX trading at multiples only justified for rapidly growing cash cows, making current pricing difficult to defend. I maintain a 'sell' rating on RBLX until user metrics stabilize and valuation becomes more reasonable, despite the company’s strong industry position and recent financial gains. Read the full article on Seeking AlphaNarrative Update • Sep 03
RBLX: Safety And Engagement Investments Will Support Long Term Platform Upside
The updated analyst price target for Roblox moves lower to align with a new fair value estimate of about $48, as analysts factor in softer bookings trends, reduced revenue growth assumptions, and a lower future P/E multiple, despite slightly stronger projected profit margins. Analyst Commentary Street research on Roblox points to a reset in expectations after recent Q2 results and Q3 guidance.Narrative Update • Aug 15
RBLX: Safety And Algorithm Shift Will Support Future Engagement And Monetization
Roblox's fair value estimate has been cut from about $98 to $74 as analysts reset price targets on the stock. They point to softer bookings trends, reduced visibility after the withdrawal of multi year guidance, and a shift toward lower monetizing but higher retention content, which tempers growth expectations while supporting improved margin assumptions and a lower future P/E.
Narrative Update • Jul 31
RBLX: Age Checks And Safety Shift Will Pressure User Trends Longer
Roblox's analyst fair value estimate has been cut from $45 to $30 as analysts scale back revenue growth and P/E assumptions in light of softer bookings, reduced visibility after withdrawn guidance, and a series of price target cuts and downgrades across the Street. Analyst Commentary Recent Street research on Roblox points to a clear shift toward caution as bearish analysts cut price targets and downgrade ratings following softer bookings, withdrawn guidance, and reduced visibility into the company’s growth trajectory.Narrative Update • Jul 14
RBLX: Safety And Legal Reset Will Support Future Engagement And Monetization
Roblox's analyst fair value estimate edges higher from $95.62 to $98.34 as analysts factor in slightly lower assumed revenue growth, better projected profit margins, and a modestly higher future P/E, supported by recent price target increases and upgrades that highlight engagement trends, monetization, advertising, and AI-driven safety features. Analyst Commentary Recent Street research on Roblox shows a split tape, but the latest moves from bullish analysts lean toward a more constructive view on user trends, monetization, and execution against long term guidance.Narrative Update • Jun 30
RBLX: Weaker User Trends Will Limit Benefits From Safety And Advertising
For Roblox, the analyst price target in this framework has been reduced from $65 to $45. This reflects a shift to more moderate revenue growth expectations alongside slightly better projected margins, even as recent research highlights mixed user data, renewed engagement around titles like Grow a Garden 2, and differing views on how AI, safety tools, and bookings momentum might play out.Analysis Article • Jun 19
Roblox (RBLX) Stock Could Be 46% Below Fair Value After Kids Account Launch
Roblox (RBLX) is back in the spotlight after the global launch of its Roblox Kids and Roblox Select accounts for users under 16, alongside Russia lifting its prior platform ban tied to safety commitments. See our latest analysis for Roblox. Roblox shares have rebounded sharply in the very short term, with a 1 day share price return of 7.31% and 7 day return of 18.49%. However, the year to date share price return remains down 36.34% and the 1 year total shareholder return is down 49.80%,...
New Narrative • Jun 16
Roblox Future PE to Soar by 17% in the Next 5 Years
Realist case: growth stays strong, but the bull case gets deflated My realistic case would sit well below the $95.62 bull case , but still above the current price if Roblox executes reasonably well. At the current RBLX price of about $45.66 , the market cap is roughly $32.5 billion.Narrative Update • Jun 16
RBLX: Safety And Legal Reset Will Drive Longer Term Engagement Rebound
Roblox's updated analyst price target edges lower to $45 as analysts factor in a series of reduced targets across the Street and ongoing questions around user trends and competition from platforms such as Fortnite and a potential GTA VI launch. Analyst Commentary Street research around Roblox has skewed cautious, with several firms cutting price targets and some shifting to Neutral ratings as they reassess user trends, competitive risks and visibility into future growth.Narrative Update • Jun 01
RBLX: Safety And Legal Reset Will Support Long Term Engagement Upside
Roblox's updated fair value estimate has been reduced from about $167 to roughly $96 as analysts temper long term revenue growth and margin expectations, reflecting a broad reset in Street price targets after a wave of target cuts and downgrades tied to user trend data and rising competitive risks from titles like Fortnite and the upcoming GTA VI. Analyst Commentary Street research around Roblox has shifted toward more cautious assumptions on growth, margins, and competitive intensity, and that shows up clearly in the steady drumbeat of price target cuts and downgrades.Narrative Update • May 16
RBLX: Long Term Engagement And Creator Ecosystem Will Offset Safety And Competition Headwinds
Roblox's analyst price target has been cut from about $80 to about $66. This reflects a wave of reduced targets and downgrades as analysts factor in softer user and bookings trends, slightly slower revenue growth assumptions, and a lower future P/E multiple despite somewhat higher projected profit margins.Narrative Update • May 02
RBLX: Long Term Engagement And Creator Ecosystem Will Support Future Upside
Roblox's analyst price target has been reset lower, with the fair value estimate moving from about $104 to $80 as analysts temper their revenue growth, profit margin and future P/E assumptions following a broad wave of target cuts and downgrades across the Street. Analyst Commentary Recent research has turned more cautious on Roblox, with multiple firms cutting price targets and several issuing downgrades as they reset expectations for bookings growth, profitability and execution against rising competitive and content risks.Narrative Update • Apr 16
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.Narrative Update • Apr 02
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.Narrative Update • Mar 19
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.Narrative Update • Mar 05
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.Narrative Update • Feb 19
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.Analysis Article • Feb 15
Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing
Unfortunately for some shareholders, the Roblox Corporation ( NYSE:RBLX ) share price has dived 28% in the last thirty...Narrative Update • Feb 04
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.Narrative Update • Jan 21
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.Narrative Update • Jan 07
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.Narrative Update • Dec 16
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.Narrative Update • Dec 02
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.Analysis Article • Nov 20
Roblox Corporation (NYSE:RBLX) Stocks Pounded By 28% But Not Lagging Industry On Growth Or Pricing
Roblox Corporation ( NYSE:RBLX ) shareholders won't be pleased to see that the share price has had a very rough month...Narrative Update • Nov 18
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.Narrative Update • Nov 01
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.Narrative Update • Oct 18
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.Narrative Update • Oct 03
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.Narrative Update • Aug 27
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.Narrative Update • Aug 06
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.Shareholder Returns
| RBLX | US Entertainment | US Market | |
|---|---|---|---|
| 7D | 5.8% | -0.2% | 0.5% |
| 1Y | -65.0% | -26.0% | 12.0% |
Return vs Industry: RBLX underperformed the US Entertainment industry which returned -26% over the past year.
Return vs Market: RBLX underperformed the US Market which returned 12% over the past year.
Price Volatility
| RBLX volatility | |
|---|---|
| RBLX Average Weekly Movement | 11.8% |
| Entertainment Industry Average Movement | 8.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: RBLX's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: RBLX's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2004 | 3,065 | Dave Baszucki | corp.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
| RBLX fundamental statistics | |
|---|---|
| Market cap | US$33.88b |
| Earnings (TTM) | -US$1.00b |
| Revenue (TTM) | US$5.69b |
6.0x
P/S Ratio-33.9x
P/E RatioIs RBLX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| RBLX income statement (TTM) | |
|---|---|
| Revenue | US$5.69b |
| Cost of Revenue | US$4.23b |
| Gross Profit | US$1.46b |
| Other Expenses | US$2.46b |
| Earnings | -US$1.00b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -1.40 |
| Gross Margin | 25.67% |
| Net Profit Margin | -17.61% |
| Debt/Equity Ratio | 782.2% |
How did RBLX perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/17 03:49 |
| End of Day Share Price | 2026/09/17 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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 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 51 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| X. Lu | Barclays |