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

Published
19 Mar 25
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
93.3%
7D
-23.6%

Author's Valuation

US$147.2630.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 1.45%

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.

Shared on 18 Oct 25

Fair value Increased 0.74%

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.

Shared on 03 Oct 25

Fair value Increased 3.04%

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.

Shared on 27 Aug 25

Fair value Increased 1.15%

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.

Shared on 06 Aug 25

Fair value Increased 44%

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.

Shared on 29 Jul 25

Fair value Increased 36%

AI Initiatives And Expansion Into India Will Open Future Opportunities

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 on 01 May 25

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 24 Apr 25

Fair value Increased 4.04%

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.13%

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.69%

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 10%

AI Initiatives And Expansion Into India Will Open Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.