Roblox (RBLX) Resumen de Acciones
Roblox Corporation opera una plataforma inmersiva de conexión y comunicación en Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
RBLX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$21.48
FV
158.0% sobrevalorado descuento intrínseco82
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Competidores de Roblox Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$55.41 |
| Máximo en las últimas 52 semanas | US$150.59 |
| Mínimo de 52 semanas | US$40.15 |
| Beta | 1.41 |
| Cambio en 1 mes | 23.13% |
| Variación en 3 meses | -7.82% |
| Cambio de 1 año | -46.51% |
| Variación en 3 años | 38.59% |
| Variación en 5 años | -36.22% |
| Variación desde la OPV | -20.27% |
Noticias y actualizaciones recientes
Actualización de narrativa • 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.Artículo de análisis • 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%,...Seeking Alpha • Jun 18
Roblox: Safety Is Delaying Margin Improvement
Summary Roblox Corporation is rated hold with a positive bias, as safety investments delay margin expansion despite robust user and cash flow growth. RBLX's June 16 global launch of Kids and Select accounts increases platform safety but introduces friction in user acquisition and pressures near-term growth. Adult users monetize over 50% better than under-18s, but higher creator payouts and ongoing reinvestment weigh on margins and profitability. Strong liquidity and a $3B buyback authorization support RBLX stock, but sustained operating profits must emerge for valuation to rerate meaningfully. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • 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.Artículo de análisis • 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%,...Seeking Alpha • Jun 18
Roblox: Safety Is Delaying Margin Improvement
Summary Roblox Corporation is rated hold with a positive bias, as safety investments delay margin expansion despite robust user and cash flow growth. RBLX's June 16 global launch of Kids and Select accounts increases platform safety but introduces friction in user acquisition and pressures near-term growth. Adult users monetize over 50% better than under-18s, but higher creator payouts and ongoing reinvestment weigh on margins and profitability. Strong liquidity and a $3B buyback authorization support RBLX stock, but sustained operating profits must emerge for valuation to rerate meaningfully. Read the full article on Seeking Alpha
Nueva narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • Aug 05
Revenues Tell The Story For Roblox Corporation (NYSE:RBLX) As Its Stock Soars 26%
NYSE:RBLX 1 Year Share Price vs Fair Value Explore Roblox's Fair Values from the Community and select yours Roblox...Seeking Alpha • Apr 21
Roblox: Watch Out For Slowing DAU Growth
Summary Roblox's stock has remained resilient, but its high valuation and recent decline in daily active users (DAUs) raise concerns. Despite Roblox's innovative platform and strong financials, its current valuation appears expensive (~7x forward revenue versus ~5x for peers) given potential macroeconomic headwinds. Roblox's revenue primarily comes from in-game purchases and advertising, both of which may slow amid a crashing stock market and macro headwinds in Q1. The recent decline in DAUs, especially among users under 13 which are the core of Roblox's platform, suggests potential challenges ahead for Roblox's growth trajectory. Read the full article on Seeking AlphaRentabilidad de los accionistas
| RBLX | US Entertainment | Mercado US | |
|---|---|---|---|
| 7D | 19.4% | 5.8% | 1.4% |
| 1Y | -46.5% | -22.2% | 19.1% |
Rentabilidad vs. Industria: Los resultados de RBLX fueron inferiores a los de la industria US Entertainment, que obtuvo un rendimiento del -22.2% el año pasado.
Rentabilidad vs. Mercado: RBLX obtuvo unos resultados inferiores a los del mercado US, que fueron del 19.1% el año pasado.
Volatilidad de los precios
| RBLX volatility | |
|---|---|
| RBLX Average Weekly Movement | 10.7% |
| Entertainment Industry Average Movement | 8.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: RBLX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RBLX (11%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | 3,065 | Dave Baszucki | corp.roblox.com |
Roblox Corporation opera una plataforma inmersiva de conexión y comunicación en Estados Unidos e internacionalmente. Ofrece Roblox Client, una aplicación que permite a los usuarios explorar experiencias inmersivas; Roblox Studio, un conjunto de herramientas gratuitas que permite a desarrolladores y creadores construir, publicar y operar experiencias inmersivas y otros contenidos; y Roblox Cloud, que proporciona servicios e infraestructura que potencian la plataforma. Roblox Corporation se constituyó en 2004 y tiene su sede en San Mateo, California.
Resumen de fundamentos de Roblox Corporation
| Estadísticas fundamentales de RBLX | |
|---|---|
| Capitalización bursátil | US$41.49b |
| Beneficios(TTM) | -US$1.10b |
| Ingresos (TTM) | US$5.30b |
7.5x
Ratio precio-ventas (PS)-36.2x
Ratio precio-beneficio (PE)¿Está RBLX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RBLX | |
|---|---|
| Ingresos | US$5.30b |
| Coste de los ingresos | US$4.02b |
| Beneficio bruto | US$1.28b |
| Otros gastos | US$2.37b |
| Beneficios | -US$1.10b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.53 |
| Margen bruto | 24.10% |
| Margen de beneficio neto | -20.69% |
| Ratio deuda/patrimonio | 245.3% |
¿Cómo se ha desempeñado RBLX a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/02 09:04 |
| Precio de las acciones al final del día | 2026/07/02 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Roblox Corporation está cubierta por 50 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| Ross Sandler | Barclays |