Roblox Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Roblox sono diminuiti a un tasso medio annuo di -16.7%, mentre il settore Entertainment ha visto gli utili crescere a un tasso medio annuo di 24.9%. I ricavi sono cresciuti crescere a un tasso medio annuo di 24.6%.
Informazioni chiave
-16.71%
Tasso di crescita degli utili
-12.93%
Tasso di crescita dell'EPS
| Entertainment Crescita del settore | 18.06% |
| Tasso di crescita dei ricavi | 24.57% |
| Rendimento del capitale proprio | -268.52% |
| Margine netto | -20.69% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • 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.
Nuova analisi • 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.Aggiornamento dell'analisi • 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
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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
Nuova analisi • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Roblox guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 5,298 | -1,096 | 875 | 1,616 |
| 31 Dec 25 | 4,891 | -1,065 | 826 | 1,568 |
| 30 Sep 25 | 4,464 | -969 | 739 | 1,512 |
| 30 Jun 25 | 4,023 | -952 | 678 | 1,479 |
| 31 Mar 25 | 3,836 | -880 | 615 | 1,456 |
| 31 Dec 24 | 3,602 | -935 | 582 | 1,444 |
| 30 Sep 24 | 3,364 | -1,040 | 574 | 1,430 |
| 30 Jun 24 | 3,158 | -1,077 | 561 | 1,386 |
| 31 Mar 24 | 2,945 | -1,154 | 539 | 1,340 |
| 31 Dec 23 | 2,799 | -1,152 | 530 | 1,254 |
| 30 Sep 23 | 2,628 | -1,118 | 492 | 1,161 |
| 30 Jun 23 | 2,433 | -1,139 | 467 | 1,075 |
| 31 Mar 23 | 2,343 | -1,032 | 452 | 971 |
| 31 Dec 22 | 2,225 | -924 | 415 | 873 |
| 30 Sep 22 | 2,215 | -778 | 392 | 799 |
| 30 Jun 22 | 2,206 | -554 | 350 | 701 |
| 31 Mar 22 | 2,069 | -518 | 308 | 614 |
| 31 Dec 21 | 1,919 | -492 | 339 | 533 |
| 30 Sep 21 | 1,660 | -407 | 246 | 420 |
| 30 Jun 21 | 1,403 | -382 | 203 | 333 |
| 31 Mar 21 | 1,149 | -313 | 173 | 249 |
| 31 Dec 20 | 924 | -253 | 156 | 201 |
| 30 Sep 20 | 772 | -219 | 134 | 174 |
| 30 Jun 20 | 647 | -191 | 128 | 150 |
| 31 Mar 20 | 559 | -132 | 114 | 133 |
| 31 Dec 19 | 508 | -71 | 87 | 107 |
| 31 Dec 18 | 325 | -88 | 75 | 87 |
Guadagni di qualità: RBLX al momento non è redditizia.
Margine di profitto in crescita: RBLX al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: RBLX non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 16.7% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di RBLX nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: RBLX non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Entertainment ( -3.2% ).
Rendimento del capitale proprio
ROE elevato: RBLX ha un Return on Equity negativo ( -268.52% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 21:53 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| 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 guide su come utilizzare i nostri report e 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 52 analisti. 22 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 |
| Ross Sandler | Barclays |