Roblox Gestione
Criteri Gestione verificati 1/4
Roblox Il CEO è Dave Baszucki, nominato in Mar2004, ha un mandato di 22.42 anni. possiede direttamente 6.79% delle azioni della società, per un valore di $ 1.75B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.7 anni e 8.3 anni.
Informazioni chiave
Dave Baszucki
Amministratore delegato
US$24.6m
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 22.4yrs |
| Proprietà del CEO | 6.8% |
| Durata media del management | 1.7yrs |
| Durata media del Consiglio di amministrazione | 8.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 01
Roblox: Risky Issues Exposed As Bookings Slow (Rating Downgrade)
Summary Roblox delivered dismal Q2 results and withdrew its full-year outlook, citing elevated uncertainty. RBLX stock plunged over 25% post-earnings, now down more than 50% year-to-date. Rapid thesis adaptation is essential as fundamental information and valuations shift in this volatile market. I see no easy fix for RBLX’s current challenges, given the magnitude of operational and guidance setbacks. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 31
RBLX: Age Checks And Safety Shift Will Pressure User Trends Longer
Roblox's analyst fair value estimate has been cut from $45 to $30 as analysts scale back revenue growth and P/E assumptions in light of softer bookings, reduced visibility after withdrawn guidance, and a series of price target cuts and downgrades across the Street. Analyst Commentary Recent Street research on Roblox points to a clear shift toward caution as bearish analysts cut price targets and downgrade ratings following softer bookings, withdrawn guidance, and reduced visibility into the company’s growth trajectory.
Aggiornamento narrativa • Jul 14
RBLX: Safety And Legal Reset Will Support Future Engagement And Monetization
Roblox's analyst fair value estimate edges higher from $95.62 to $98.34 as analysts factor in slightly lower assumed revenue growth, better projected profit margins, and a modestly higher future P/E, supported by recent price target increases and upgrades that highlight engagement trends, monetization, advertising, and AI-driven safety features. Analyst Commentary Recent Street research on Roblox shows a split tape, but the latest moves from bullish analysts lean toward a more constructive view on user trends, monetization, and execution against long term guidance.Aggiornamento 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.Articolo di analisi • 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%,...
Nuova 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$1b |
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$25m | n/a | -US$1b |
| Sep 30 2025 | n/a | n/a | -US$968m |
| Jun 30 2025 | n/a | n/a | -US$952m |
| Mar 31 2025 | n/a | n/a | -US$880m |
| Dec 31 2024 | US$3m | n/a | -US$935m |
| Sep 30 2024 | n/a | n/a | -US$1b |
| Jun 30 2024 | n/a | n/a | -US$1b |
| Mar 31 2024 | n/a | n/a | -US$1b |
| Dec 31 2023 | US$2m | n/a | -US$1b |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$1m | n/a | -US$924m |
| Sep 30 2022 | n/a | n/a | -US$778m |
| Jun 30 2022 | n/a | n/a | -US$554m |
| Mar 31 2022 | n/a | n/a | -US$518m |
| Dec 31 2021 | US$233m | US$136k | -US$492m |
| Sep 30 2021 | n/a | n/a | -US$407m |
| Jun 30 2021 | n/a | n/a | -US$382m |
| Mar 31 2021 | n/a | n/a | -US$313m |
| Dec 31 2020 | US$7m | US$533k | -US$253m |
| Sep 30 2020 | n/a | n/a | -US$219m |
| Jun 30 2020 | n/a | n/a | -US$191m |
| Mar 31 2020 | n/a | n/a | -US$132m |
| Dec 31 2019 | US$5m | US$500k | -US$71m |
Compensazione vs Mercato: La retribuzione totale di Dave ($USD 24.57M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.56M ).
Compensazione vs guadagni: La retribuzione di Dave è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Dave Baszucki (61 yo)
22.4yrs
Mandato
US$24,565,995
Compensazione
Mr. David Baszucki, also knonw as Dave, is Executive Director of Hamul Inc. He founded ROBLOX Corporation in March 2004 and has been its Chief Executive Officer, President, Chairman of the Board and Direct...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 22.4yrs | US$24.57m | 6.79% $ 1.7b | |
| Chief Financial Officer | 1.2yrs | US$43.81m | 0.0079% $ 2.0m | |
| Chief Legal Officer & Corporate Secretary | 6.7yrs | US$10.16m | 0.065% $ 16.8m | |
| Chief Safety Officer | 1.7yrs | US$8.18m | 0.049% $ 12.6m | |
| Senior Vice President of Strategy & Operations | less than a year | Nessun dato | Nessun dato | |
| Chief Accounting Officer | 4.1yrs | Nessun dato | 0.0013% $ 321.8k | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Communications Officer | 2.6yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | no data | Nessun dato | Nessun dato | |
| Chief People & Systems Officer | less than a year | Nessun dato | 0.0029% $ 754.4k | |
| Senior Vice President of Business Development | no data | Nessun dato | Nessun dato | |
| Senior VP of Engineering | 1.6yrs | Nessun dato | Nessun dato |
1.7yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di RBLX non è considerato esperto (durata media 1.7 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 22.4yrs | US$24.57m | 6.79% $ 1.7b | |
| Independent Director | less than a year | Nessun dato | 0.0011% $ 278.1k | |
| Lead Independent Director | 18.5yrs | US$8.23k | 1.07% $ 275.4m | |
| Director | 18.5yrs | US$488.11k | 1.67% $ 431.1m | |
| Independent Director | 2.9yrs | US$504.45k | 0.0015% $ 391.3k | |
| Independent Director | 6yrs | US$497.95k | 0.0064% $ 1.7m | |
| Independent Director | 5.3yrs | US$506.64k | 0.0020% $ 517.5k | |
| Independent Director | 10.7yrs | US$500.76k | 0.16% $ 41.4m |
8.3yrs
Durata media
57.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RBLX sono considerati esperti (durata media dell'incarico 8.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/07 08:36 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Roblox Corporation è coperta da 50 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| X. Lu | Barclays |