Roblox (RBLX) Aperçu de l'action
Roblox Corporation exploite une plateforme immersive de connexion et de communication aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 1/6 |
| Performances passées | 0/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
RBLX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$21.48
FV
139.9% surévalué décote intrinsèque60
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Roblox Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$51.53 |
| Plus haut sur 52 semaines | US$150.59 |
| Plus bas sur 52 semaines | US$40.15 |
| Bêta | 1.44 |
| Variation sur 1 mois | 7.00% |
| Variation sur 3 mois | -6.31% |
| Variation sur 1 an | -50.21% |
| Variation sur 3 ans | 31.42% |
| Variation sur 5 ans | -44.62% |
| Évolution depuis l'introduction en bourse | -25.86% |
Nouvelles et mises à jour récentes
Article d’analyse • 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
Nouveau récit • 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.
Mise à jour du récit • 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.Recent updates
Article d’analyse • 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 AlphaNouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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 AlphaRendement pour les actionnaires
| RBLX | US Entertainment | US Marché | |
|---|---|---|---|
| 7D | 12.9% | -0.2% | 1.4% |
| 1Y | -50.2% | -20.1% | 25.7% |
Rendement vs Industrie: RBLX a sous-performé le secteur US Entertainment qui a rapporté -20.1 % au cours de l'année écoulée.
Rendement vs marché: RBLX a sous-performé le marché US qui a rapporté 25.7 % au cours de l'année écoulée.
Volatilité des prix
| RBLX volatility | |
|---|---|
| RBLX Average Weekly Movement | 9.9% |
| Entertainment Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: RBLX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RBLX ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 3,065 | Dave Baszucki | corp.roblox.com |
Roblox Corporation exploite une plateforme immersive de connexion et de communication aux États-Unis et dans le monde. Elle propose Roblox Client, une application qui permet aux utilisateurs d'explorer des expériences immersives ; Roblox Studio, un ensemble d'outils gratuits qui permet aux développeurs et aux créateurs de construire, de publier et d'exploiter des expériences immersives et d'autres contenus ; et Roblox Cloud, qui fournit des services et une infrastructure qui alimentent la plateforme. Roblox Corporation a été créée en 2004 et son siège social se trouve à San Mateo, en Californie.
Roblox Corporation Résumé des fondamentaux
| RBLX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$36.89b |
| Bénéfices(TTM) | -US$1.10b |
| Recettes(TTM) | US$5.30b |
7.0x
Ratio P/S-33.7x
Ratio P/ELe site RBLX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RBLX compte de résultat (TTM) | |
|---|---|
| Recettes | US$5.30b |
| Coût des recettes | US$4.02b |
| Marge brute | US$1.28b |
| Autres dépenses | US$2.37b |
| Les revenus | -US$1.10b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.53 |
| Marge brute | 24.10% |
| Marge bénéficiaire nette | -20.69% |
| Ratio dettes/capitaux propres | 245.3% |
Quelles ont été les performances à long terme de RBLX?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/22 13:12 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Roblox Corporation est couverte par 50 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| Ross Sandler | Barclays |