Roblox（RBLX）株式概要
Roblox Corporationは、米国内外でつながりとコミュニケーションのための没入型プラットフォームを運営しています。 詳細
RBLX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$21.48
FV
153.6% 割高 内在価値ディスカウント91
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Roblox Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$54.47 |
| 52週高値 | US$150.59 |
| 52週安値 | US$40.15 |
| ベータ | 1.41 |
| 1ヶ月の変化 | 25.77% |
| 3ヶ月変化 | -8.90% |
| 1年変化 | -51.57% |
| 3年間の変化 | 19.61% |
| 5年間の変化 | -31.79% |
| IPOからの変化 | -21.63% |
最新ニュース
Seeking Alpha • 21h
Roblox: Down Nearly 50% In A Year, But Its Most Valuable Audience Is Growing Rapidly
Summary Roblox is investing in age verification and safety to build a more trustworthy platform, despite market concerns over growth spending. RBLX's Q1 2026 results highlight robust core platform expansion, especially among users aged 18-34, who are monetizing at higher rates. U.S. DAUs and hours for the 18+ cohort grew over 40%, with 18-34 growth outpacing all other age groups by over 50%. The platform's transformation toward an all-ages audience unlocks new monetization avenues, making current concerns about safety investments appear overblown. Read the full article on Seeking Alpha
ナラティブ更新 • 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.Recent updates
Seeking Alpha • 21h
Roblox: Down Nearly 50% In A Year, But Its Most Valuable Audience Is Growing Rapidly
Summary Roblox is investing in age verification and safety to build a more trustworthy platform, despite market concerns over growth spending. RBLX's Q1 2026 results highlight robust core platform expansion, especially among users aged 18-34, who are monetizing at higher rates. U.S. DAUs and hours for the 18+ cohort grew over 40%, with 18-34 growth outpacing all other age groups by over 50%. The platform's transformation toward an all-ages audience unlocks new monetization avenues, making current concerns about safety investments appear overblown. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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%,...
新しいナラティブ • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| RBLX | US Entertainment | US 市場 | |
|---|---|---|---|
| 7D | -3.9% | -2.3% | 0.2% |
| 1Y | -51.6% | -23.8% | 19.6% |
業界別リターン: RBLX過去 1 年間で-23.8 % の収益を上げたUS Entertainment業界を下回りました。
リターン対市場: RBLXは、過去 1 年間で19.6 % のリターンを上げたUS市場を下回りました。
価格変動
| RBLX volatility | |
|---|---|
| RBLX Average Weekly Movement | 10.6% |
| Entertainment Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: RBLX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RBLXの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 3,065 | Dave Baszucki | corp.roblox.com |
Roblox Corporationは、米国および海外で、人とのつながりやコミュニケーションのための没入型プラットフォームを運営しています。ユーザーが没入型体験を探求できるアプリケーション「Roblox Client」、開発者やクリエイターが没入型体験やその他のコンテンツを構築、公開、運営できる無料のツールセット「Roblox Studio」、プラットフォームを支えるサービスやインフラを提供する「Roblox Cloud」を提供しています。Roblox Corporationは2004年に設立され、カリフォルニア州サンマテオに本社を置いています。
Roblox Corporation 基礎のまとめ
| RBLX 基礎統計学 | |
|---|---|
| 時価総額 | US$39.40b |
| 収益（TTM） | -US$1.10b |
| 売上高(TTM) | US$5.30b |
7.4x
P/Sレシオ-35.6x
PER（株価収益率RBLX は割高か？
公正価値と評価分析を参照収益と収入
| RBLX 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.30b |
| 売上原価 | US$4.02b |
| 売上総利益 | US$1.28b |
| その他の費用 | US$2.37b |
| 収益 | -US$1.10b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | -1.53 |
| グロス・マージン | 24.10% |
| 純利益率 | -20.69% |
| 有利子負債／自己資本比率 | 245.3% |
RBLX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/14 06:09 |
| 終値 | 2026/07/14 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Roblox Corporation 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| Ross Sandler | Barclays |