RBLX logo

Roblox Corporation Stock Price

NYSE:RBLX Community·US$34.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 247 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

RBLX Share Price Performance

US$47.82
-89.02 (-65.05%)
​
US$48.32
Fair Value
US$47.82
-89.02 (-65.05%)
1.0% undervalued intrinsic discount
US$48.32
Fair Value
Price US$47.82
AnalystConsensusTarget US$48.32
ACV US$21.48
AnalystLowTarget US$30.00

RBLX Community Narratives

Fair Value
·
Fair Value US$48.32 1.0% undervalued intrinsic discount

RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside

2users have liked this narrative
0users have commented on this narrative
94users have followed this narrative
Fair Value
·
Fair Value US$21.48 122.6% overvalued intrinsic discount

Roblox Future PE to Soar by 17% in the Next 5 Years

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
Fair Value
·
Fair Value US$30 59.4% overvalued intrinsic discount

Tightening Digital Privacy Rules And Soaring Expenses Will Shrink Prospects

1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
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Roblox
122.6% overvalued intrinsic discount

Roblox Future PE to Soar by 17% in the Next 5 Years

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Published 16 Jun
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RBLX logo
Roblox
1.0% undervalued intrinsic discount

RBLX: Expanding Platform Engagement And Growing Developer Incentives Will Drive User Upside

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Updated 3 Sep
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RBLX logo
Roblox
26.4% undervalued intrinsic discount
Updated

Global Digital Penetration And AR/VR Trends Will Expand Virtual Worlds

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Updated 17 Sep
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RBLX logo
Roblox
59.4% overvalued intrinsic discount

Tightening Digital Privacy Rules And Soaring Expenses Will Shrink Prospects

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Updated 31 Jul
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Trending Discussion

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Updated Narratives

RBLX logo

Roblox Future PE to Soar by 17% in the Next 5 Years

Fair Value: US$21.48 122.6% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RBLX logo

RBLX: Safety And Discovery Overhaul Will Support Future Engagement And Monetization

Fair Value: US$65 26.4% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RBLX logo

RBLX: Safety And Engagement Investments Will Support Long Term Platform Upside

Fair Value: US$48.32 1.0% undervalued intrinsic discount
94 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
2 Rewards
View Full Analysis

Roblox Corporation Key Details

US$5.7b

Revenue

US$4.2b

Cost of Revenue

US$1.5b

Gross Profit

US$2.5b

Other Expenses

-US$1.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.40
25.67%
-17.61%
782.2%
View Full Analysis

About RBLX

Founded
2004
Employees
3065
CEO
David Baszucki
WebsiteView website
corp.roblox.com

Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally. It offers Roblox Client, an application that allows users to explore immersive experience; Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate immersive experiences and other content; and Roblox Cloud, which provides services and infrastructure that power the platform. Roblox Corporation was incorporated in 2004 and is headquartered in San Mateo, California.

Recent RBLX News & Updates

Narrative Update • Sep 17

RBLX: Safety And Discovery Overhaul Will Support Future Engagement And Monetization

Roblox's analyst fair value estimate has been reset from $73.78 to $65.00, as analysts factor in more modest revenue growth assumptions despite recent price target increases tied to product updates, higher engagement, and ongoing platform investments highlighted at the Roblox Developers Conference. Analyst Commentary Recent research on Roblox reflects a split view, with some firms trimming expectations after softer Q2 bookings and cautious guidance, while more bullish analysts highlight product updates from the Roblox Developers Conference, higher engagement, and a refreshed roadmap as reasons to raise price targets and stay constructive on the stock.
Seeking Alpha • Sep 14

Roblox Has 2 Big Problems It Must Contend With

Summary Roblox Corporation demonstrates robust revenue and cash flow growth but faces sharply declining daily active users and engagement metrics. Despite management’s strategic push into the over-18 segment and product innovation, DAUs dropped from 152 million to 123 million, with bookings and engagement also falling. Valuation is highly stretched, with RBLX trading at multiples only justified for rapidly growing cash cows, making current pricing difficult to defend. I maintain a 'sell' rating on RBLX until user metrics stabilize and valuation becomes more reasonable, despite the company’s strong industry position and recent financial gains. Read the full article on Seeking Alpha

Recent updates

No updates

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