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Roblox Community
NYSE:RBLX Community
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Roblox
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Roblox
AN
AnalystHighTarget
Consensus Narrative from 31 Analysts
Global Digital Penetration And AR/VR Trends Will Expand Virtual Worlds
Key Takeaways Accelerating international user and digital currency adoption, along with viral content and new genres, is rapidly expanding Roblox's addressable market and top-line growth potential. AI-driven creator tools and emerging enterprise partnerships are unlocking new, high-margin revenue streams and diversifying future revenue sources beyond traditional gaming.
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US$175
FV
22.8% undervalued
intrinsic discount
41.46%
Revenue growth p.a.
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2
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11 days ago
author updated this narrative
Roblox
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
APAC Expansion And Monetized Content Will Unlock Potential
Key Takeaways International expansion, localization, and platform improvements are fueling rapid global user growth and increasing engagement, broadening Roblox's revenue potential. Enhanced monetization tools and a growing older user base are unlocking new, higher-margin revenue sources and strengthening long-term topline growth prospects.
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US$143.95
FV
6.1% undervalued
intrinsic discount
33.49%
Revenue growth p.a.
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0
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59
users have followed this narrative
17 days ago
author updated this narrative
Roblox
AN
AnalystLowTarget
Consensus Narrative from 31 Analysts
Tightening Digital Privacy Rules And Soaring Expenses Will Shrink Prospects
Key Takeaways Tightening digital privacy regulations and evolving societal concerns threaten Roblox's monetization, core user engagement, and user base growth. Rising developer costs, mounting competition, and expensive adaptation to new technologies are pressuring margins and jeopardizing future profitability.
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US$88.4
FV
52.9% overvalued
intrinsic discount
27.32%
Revenue growth p.a.
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1
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18 days ago
author updated this narrative