Roblox Corporation

Informe acción NYSE:RBLX

Capitalización de mercado: US$31.3b

Roblox Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Roblox han disminuido a una tasa media anual de -16.7%, mientras que en la industria Entertainment los beneficios crecieron en un 24.9% anualmente. Los ingresos han ido creciendo a una tasa media de 24.6% al año.

Información clave

-16.71%

Tasa de crecimiento de los beneficios

-12.93%

Tasa de crecimiento del BPA

Crecimiento de la industria Entertainment 18.06%
Tasa de crecimiento de los ingresos24.57%
Rentabilidad financiera-268.52%
Margen neto-20.69%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización del análisis 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.
Nuevo análisis Apr 27

Roblox (RBLX): The Metaverse Pioneer Navigates a Strategic Turning Point

Roblox Corporation (RBLX) , the global vanguard of immersive digital social platforms and a cornerstone of the modern "user-generated content" economy, enters the final week of April 2026 in a state of intense strategic pivot. The company is scheduled to release its Q1 2026 earnings report on Thursday, April 30, 2026, at 4:30 PM EDT.
Actualización del análisis 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.
Seeking Alpha Apr 14

Roblox: The Growth Is There, Now Show Us The Margins

Summary Roblox demonstrates robust revenue and user growth, but profitability remains elusive as margins are sacrificed for ecosystem expansion. RBLX’s engagement is diversifying, with 2/3 of activity outside the top 10 experiences and a rising share of adult users, boosting ARPU by 40%. Advertising is emerging as a high-margin revenue stream, but creator payouts and infrastructure investments continue to suppress margins. I rate RBLX a Hold, as the market awaits tangible margin improvement and stabilization of DevEx relative to bookings growth. Read the full article on Seeking Alpha
Actualización del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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...
Artículo de análisis May 28

Roblox Corporation's (NYSE:RBLX) 28% Jump Shows Its Popularity With Investors

Despite an already strong run, Roblox Corporation ( NYSE:RBLX ) shares have been powering on, with a gain of 28% in the...
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 Alpha
Seeking Alpha Mar 21

Roblox: A Free Cash Flow Powerhouse In The Gaming Industry

Summary I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing free cash flow profile, I believe its valuation is more than justified. The 25% drop from its February highs seems like an overreaction, given Roblox’s continued revenue growth and strong fundamentals. While challenges exist, I’m confident that its push into advertising and older demographics will drive even greater upside. Read the full article on Seeking Alpha
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Nuevo análisis Mar 19

AI Initiatives And Expansion Into India Will Open Future Opportunities

AI-driven functionalities and personalized discovery could enhance user engagement and boost future revenue growth.
Seeking Alpha Mar 15

Roblox: Overvalued As Gaming Industry Growth Slows And GTA 6 Threatens Market Share

Summary Roblox continues growing at 20-30% despite flat gaming industry growth, with 85.3M daily users and $15.97 average bookings per user. GTA 6 poses a competitive threat with potential user-generated content tools that could attract Roblox's adult users (41% aged 17+). Despite improved financials ($988.2M Q4 revenue, up 32%), Roblox remains unprofitable with $219.6M net loss. The DCF model indicates RBLX is overvalued by 26%, needing sustained 25%+ bookings growth to justify the current price. While Roblox has strong network effects and cross-platform compatibility, it faces industry headwinds and economic vulnerability. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Roblox. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:RBLX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 265,298-1,0968751,616
31 Dec 254,891-1,0658261,568
30 Sep 254,464-9697391,512
30 Jun 254,023-9526781,479
31 Mar 253,836-8806151,456
31 Dec 243,602-9355821,444
30 Sep 243,364-1,0405741,430
30 Jun 243,158-1,0775611,386
31 Mar 242,945-1,1545391,340
31 Dec 232,799-1,1525301,254
30 Sep 232,628-1,1184921,161
30 Jun 232,433-1,1394671,075
31 Mar 232,343-1,032452971
31 Dec 222,225-924415873
30 Sep 222,215-778392799
30 Jun 222,206-554350701
31 Mar 222,069-518308614
31 Dec 211,919-492339533
30 Sep 211,660-407246420
30 Jun 211,403-382203333
31 Mar 211,149-313173249
31 Dec 20924-253156201
30 Sep 20772-219134174
30 Jun 20647-191128150
31 Mar 20559-132114133
31 Dec 19508-7187107
31 Dec 18325-887587

Ingresos de calidad: RBLX actualmente no es rentable.

Margen de beneficios creciente: RBLX actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: RBLX no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 16.7% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de RBLX en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: RBLX no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Entertainment (-3.2%).


Rentabilidad financiera

Alta ROE: RBLX tiene una rentabilidad financiera negativa (-268.52%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 08:47
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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 52 analistas. 22 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.

AnalistaInstitución
David HeasmanAccountability Research Corporation
David MakArete Research Services LLP
Ross SandlerBarclays