Roblox 将来の成長
Future 基準チェック /16
Roblox利益と収益がそれぞれ年間31.3%と19.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-87.8% 24.9%なると予測されています。
主要情報
31.3%
収益成長率
24.86%
EPS成長率
| Entertainment 収益成長 | 21.5% |
| 収益成長率 | 19.6% |
| 将来の株主資本利益率 | -87.80% |
| アナリストカバレッジ | Good |
| 最終更新日 | 22 May 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • May 21
Roblox: Investment Case Relies On Unreliable Assumptions
Summary Roblox Corporation has grown very well in the past couple of years, but momentum is slowing. Safety features have weakened the user experience. Profitability remains thin and inconsistent, as RBLX has achieved minimal operating leverage. RBLX's valuation relies on unreliable assumptions. I estimate -35% downside to $29.9. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...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
新しいナラティブ • 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.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 10,642 | -521 | 2,335 | 2,470 | 13 |
| 12/31/2027 | 8,975 | -879 | 1,784 | 2,019 | 21 |
| 12/31/2026 | 7,489 | -1,070 | 1,253 | 1,745 | 20 |
| 3/31/2026 | 5,298 | -1,096 | 1,522 | 1,981 | N/A |
| 12/31/2025 | 4,891 | -1,065 | 1,353 | 1,796 | N/A |
| 9/30/2025 | 4,464 | -969 | 1,167 | 1,374 | N/A |
| 6/30/2025 | 4,023 | -952 | 942 | 1,075 | N/A |
| 3/31/2025 | 3,836 | -880 | 877 | 1,027 | N/A |
| 12/31/2024 | 3,602 | -935 | 641 | 822 | N/A |
| 9/30/2024 | 3,364 | -1,040 | 599 | 781 | N/A |
| 6/30/2024 | 3,158 | -1,077 | 440 | 646 | N/A |
| 3/31/2024 | 2,945 | -1,154 | 233 | 523 | N/A |
| 12/31/2023 | 2,799 | -1,152 | 124 | 458 | N/A |
| 9/30/2023 | 2,628 | -1,118 | 8 | 434 | N/A |
| 6/30/2023 | 2,433 | -1,139 | -119 | 389 | N/A |
| 3/31/2023 | 2,343 | -1,032 | -81 | 387 | N/A |
| 12/31/2022 | 2,225 | -924 | -58 | 369 | N/A |
| 9/30/2022 | 2,215 | -778 | 57 | 372 | N/A |
| 6/30/2022 | 2,206 | -554 | 295 | 486 | N/A |
| 3/31/2022 | 2,069 | -518 | 521 | 651 | N/A |
| 12/31/2021 | 1,919 | -492 | 558 | 659 | N/A |
| 9/30/2021 | 1,660 | -407 | 599 | 716 | N/A |
| 6/30/2021 | 1,403 | -382 | 588 | 720 | N/A |
| 3/31/2021 | 1,149 | -313 | 519 | 645 | N/A |
| 12/31/2020 | 924 | -253 | 411 | 524 | N/A |
| 9/30/2020 | 772 | -219 | 301 | 382 | N/A |
| 6/30/2020 | 647 | -191 | 141 | 220 | N/A |
| 3/31/2020 | 559 | -132 | 46 | 123 | N/A |
| 12/31/2019 | 508 | -71 | N/A | 99 | N/A |
| 12/31/2018 | 325 | -88 | N/A | 101 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: RBLX今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: RBLX今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: RBLX今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: RBLXの収益 ( 19.6% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。
高い収益成長: RBLXの収益 ( 19.6% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: RBLX 3 年以内に赤字になると予測されています。
成長企業の発掘
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 | 2026/05/31 02:06 |
| 終値 | 2026/05/29 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 |
|
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| 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 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 21 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。52
| アナリスト | 機関 |
|---|---|
| David Heasman | Accountability Research Corporation |
| David Mak | Arete Research Services LLP |
| Ross Sandler | Barclays |