APAC Expansion And Monetized Content Will Unlock Potential

Published
19 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$142.32
17.5% undervalued intrinsic discount
14 Aug
US$117.34
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1Y
189.1%
7D
-8.8%

Author's Valuation

US$142.3

17.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 44%

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.

Shared on29 Jul 25
Fair value Increased 36%

Roblox’s fair value estimate has been notably raised, primarily due to higher revenue growth expectations and a substantial increase in its Forward P/E multiple, lifting the consensus analyst price target from $72.66 to $98.82. What's in the News Roblox faces a lawsuit alleging the platform enabled the sexual exploitation of a minor and misrepresented its safety measures to parents, seeking unspecified damages.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25
Fair value Increased 4.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.