Roblox

RBLX

Market cap $48.7B

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox to Participate in the Morgan Stanley Technology, Media & Telecom Conference.

Roblox (RBLX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Roblox Corp. (NYSE: RBLX) is facing a significant technical breakdown as its stock momentum plummeted to a percentile rank of 12.92 this week.

For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 80.88% and the average short exposure was -32.28%. Long positions MongoDB, Inc., Natera, Inc., and Alphabet Inc. were among the top contributors to performance. Long positions Meta Platforms Inc., Nebius Group, and Roblox Corp. were among the top detractors from performance.

Roblox's bookings rise 63% in Q4 to $2.2 billion as user growth and monetization accelerated, hinting at a potential new phase of durable expansion.

Roblox delivered robust FY2025 Rule of 75.4% performance (+37 points YoY), thanks to the accelerating bookings growth by +55.5% YoY and the expanding FCF margin of 19.9%. These reasons are also why I urge readers to look beyond its lumpy EBITDA/deepening net losses, since the expanding FCF has also supported a richer balance sheet. RBLX's intensified developer investments have worked as intended in aging up its gamer cohorts while driving higher adoptions, implying the resilience of its gaming platform despite recent AI fears.

Roblox: Regulatory Fears Will Fade As Bookings Grow

The county alleges Roblox has engaged in deceptive business practices and is failing to protect children from predators.

The recent pullback has likely become an opportune time to add shares in Shopify. A sell-off in crypto may have made Robinhood Markets stock more attractive.

In a sprawling lawsuit filed today against Roblox by Los Angeles County, the hugely popular online gaming platform has been accused of creating a breeding ground for monsters to exploit and extort minors with “pornographic content,” grooming, violence, “child sexual abuse material,” and “simulated sexual activity.