Roblox Corporation

Roblox Corporation

RBLXยทNYSE

$43.68

-3.0%
TechnologyElectronic Gaming & Multimedia

Roblox Corporation develops and operates an online entertainment platform. The company offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D digital world; Roblox Education for learning experiences; and Roblox Cloud, which provides services and infrastructure that power the human co-experience platform. It serves customers in the United States, the United Kingdom, Canada, Europe, China, the Asia-Pacific, and internationally. The company was incorporated in 2004 and is headquartered in San Mateo, California.

At a Glance

Live Snapshot
Market Cap$31.27B
EPS-1.5400
P/E Ratio-28.36
Earnings Date07/30/2026
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Roblox Corporation Street Expectations Map

RBLX ยท NYSE

Wall Street analysts project that RBLX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 85.12, with estimates ranging from a low of 45.00 to a high of 141.00.

Lowest Target
45.00
3.02%
Consensus Target
85.12
94.87%
Highest Target
141.00
222.80%

The consensus 1-year price target stands at 85.12, with estimates ranging from a low of 45.00 to a high of 141.00.

Analyst Consensus Analysis

Upside Potential

+94.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

112.8% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Roblox Corporation Forward Estimates of Revenue

RBLX ยท NYSE
Latest Revenue
4.89B
FY 2025
Avg Estimate
7.51B
FY 2026
Estimate Range
7.40B - 7.61B
Analyst Spread

Forward Growth Analysis

Projected Growth+53.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Roblox Corporation Forward Estimates of Net Income

RBLX ยท NYSE
Latest Net Income
-1.07B
FY 2025
Avg Estimate
-1.07B
FY 2026
Estimate Range
-1.09B - -965.95M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Roblox Corporation Forward Estimates of EPS

RBLX ยท NYSE
Latest EPS
-1.54
FY 2025
Avg Estimate
$-1.50
FY 2026
Estimate Range
$-1.58 - $-1.40
Analyst Spread

Forward Growth Analysis

Projected Growth+2.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Roblox Corporation Forward Estimates of EBIT

RBLX ยท NYSE
Latest EBIT
-1.03B
FY 2025
Avg Estimate
-2.28B
FY 2026
Estimate Range
-2.31B - -2.25B
Analyst Spread

Forward Growth Analysis

Projected Growth-122.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Roblox Corporation Forward Estimates of EBITDA

RBLX ยท NYSE
Latest EBITDA
-802.17M
FY 2025
Avg Estimate
-1.86B
FY 2026
Estimate Range
-1.88B - -1.83B
Analyst Spread

Forward Growth Analysis

Projected Growth-131.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Roblox Corporation Forward Estimates of SG&A Expense

RBLX ยท NYSE
Latest SG&A Expense
826.29M
FY 2025
Avg Estimate
1.37B
FY 2026
Estimate Range
1.35B - 1.39B
Analyst Spread

Forward Growth Analysis

Projected Growth+65.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Roblox Corporation Insider Positioning

RBLX ยท NYSE

During the last 12 months, insiders have sold $103.13M worth of RBLX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

33.8K

1.77M

Net Activity

-1.8M

-$1.77M

3-6 Months

Bought

0

0.00

Sold

128.3K

8.92M

Net Activity

-8.9M

-$8.92M

6-9 Months

Bought

0

0.00

Sold

63.6K

6.97M

Net Activity

-7.0M

-$6.97M

9-12 Months

Bought

0

0.00

Sold

850.4K

85.47M

Net Activity

-85.5M

-$85.47M

Top Buyers

No buying activity

Top Sellers

1
BD

Baszucki David

Director, 10 Percent Owner, Officer: President & Ceo

540.4K sharesโ€ข14 transactions

$52.52M

2
RM

Reinstra Mark

Officer: Chief Legal Off. & Corp. Sec.

249.5K sharesโ€ข6 transactions

$21.85M

3
KMD

Kaufman Matthew D

Officer: Chief Safety Officer

82.6K sharesโ€ข13 transactions

$8.89M

4
CC

Carvalho Christopher

Director

64.9K sharesโ€ข1 transactions

$6.50M

5
GM

Guthrie Michael

Officer: Chief Financial Officer

50.0K sharesโ€ข1 transactions

$4.58M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $103.13M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.77M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.