Update shared on06 Aug 2025
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.
- A high-profile lawsuit alleges that Roblox and Discord enabled the sexual exploitation of a minor, with the plaintiff claiming the platforms foster a culture of inadequate child safety and seeking unspecified monetary damages.
- Roblox launched a new Learning Hub offering educational experiences from partners including BBC, Sesame Workshop, and Google, with curriculum-aligned content and a focus on online safety and academic enrichment.
- New platform tools introduced to enhance age-based communication and safety, including trusted connections, advanced age estimation, expanded parental controls, and rebranded "Friends" as "Connections."
- Roblox unveiled a licensing platform to streamline rights management and IP integration for creators, launching with IP from partners like Netflix, Lionsgate, Sega, and Kodansha.
Valuation Changes
Summary of Valuation Changes for Roblox
- The Consensus Analyst Price Target has significantly risen from $98.82 to $139.82.
- The Future P/E for Roblox has significantly risen from 129.98x to 188.96x.
- The Consensus Revenue Growth forecasts for Roblox has significantly risen from 28.9% per annum to 33.0% per annum.
Disclaimer
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