Roblox (RBLX)

• Market cap: $93.9B
• 1 day: -0.34%
• 5 days: 0.41%
• 1 month: 12.86%
• 3 months: 33.88%
• 6 months: 137.63%
• Year to date: 130.08%
• 1 year: 195.98%
• 5 years: 94.79%
• 10 years: 94.79%
• Sector: Communication Services
• Industry: Electronic Gaming & Multimedia

About: Roblox operates a free-to-play online video game platform with about 110 million daily active users. This platform has spawned a virtual universe and a Roblox economy based on the Robux currency. The platform houses millions of games from a wide range of creators—spanning from young gamers themselves to professional development studios. Roblox offers creators the tools, publishing abilities, and platform for their games, enabling anyone to create a game. Creators earn money when gamers make optional in-game purchases within their games and by offering space for real-world advertising, and Roblox earns revenue primarily by taking a cut of these earnings.

Employees: 2,474

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

196% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 69

94% more capital invested

Capital invested by funds: $28.3B [Q1] → $54.9B (+$26.6B) [Q2]

70% more funds holding in top 10

Funds holding in top 10: 27 [Q1] → 46 (+19) [Q2]

70% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $1.78B

52% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 232

16% more funds holding

Funds holding: 770 [Q1] → 894 (+124) [Q2]

4.5% more ownership

Funds ownership: 78.38% [Q1] → 82.88% (+4.5%) [Q2]

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $120
• Avg. target: $149
• High target: $173

15 analyst ratings

• positive: 14 93%
• neutral: 1 7%
• negative: 0 0%

BTIG Clark Lampen	$173	Buy Maintained	9 Sep 2025
Wedbush Alicia Reese	$165	Outperform Reiterated	8 Sep 2025
B of A Securities Omar Dessouky	$171	Buy Maintained	8 Sep 2025
BMO Capital Brian Pitz	$150	Outperform Maintained	1 Aug 2025
Wells Fargo Ken Gawrelski	$153	Overweight Maintained	1 Aug 2025