RBLX

Roblox Corporation (RBLX) | Rumor.io

Roblox

RBLX

Attention (50-day avg)0.04%

Attention rank (50-day avg)#197

Bullish sentiment (50-day avg)32%

Price to earnings ratio-27.2

Market capitalization29.9B

Earnings per share-1.27

Dividend yield (TTM)—

Revenue (annual)4.9B

Net income (annual)-1.1B

Social

What share of all stock conversation is about RBLX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.01	0.02% -3.53	0.5% +0.45

Sep 29

$RBLX shares closed down 9.86% at $41.86 on Monday after Jefferies downgraded the stock to Underperform from Hold, a Sell-equivalent call, while keeping its $38 price target.
Roblox Corporation's strong revenue growth and free cash flow are expected to continue, with the company's second-quarter 2026 revenue reaching $1.47 billion and first-half revenue reaching $2.91 billion.
Analysts argue that Roblox stock is undervalued, with the company's long-term growth potential and strong free cash flow not being reflected in its current market price, despite concerns about regulation and platform safety.

Generated by AI

Sentiment

Of the messages about RBLX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95% +66.43	52.54% -36.05	76.29% +76.23	0.8% -65.7
Bearish	5% -66.43	47.46% +36.05	23.71% -76.23	99.2% +65.7

Bullish· Sep 14

$RBLX is experiencing a massive breakout, breaking out of the downtrend after a 78% fall off the top, with a 11% increase.
Retail investors were getting bullish on $RBLX before the move, with a 41% jump in sentiment leading into the increase, and the sentiment moved first.
$RBLX has a powerful growth story around user-generated content, gaming, and AI tools, with a 500%+ potential return on the $50s, and investors are now buying more than just a gaming company.

Bearish· Sep 28

The Jefferies downgrade cut Roblox's bookings growth estimate to 5% vs Street +13%, citing concerns about the company's new discovery algorithm disrupting near-term monetization.
The analyst note argues that investors got too excited after the 30% rally since July, and that algorithm changes could slow growth in the near term.
The stock fell 8% after the downgrade, with the street split on the company's prospects, with Morgan Stanley still holding an Overweight rating and a $55 target.

Generated by AI

Topics

Of the messages about RBLX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	7.04%	6.05%	1.16%
Announcements	0%	5.63%	2.95%	1.56%
Macro	38.46%	30.99%	31.99%	39.16%
Earnings	23.08%	16.9%	27%	37.29%
Controversies	0%	1.41%	0.02%	2.86%
Analysts	38.46%	38.03%	31.99%	17.96%

Earnings· Aug 9

Roblox Corporation's earnings are being negatively impacted by its "soulless" and "corporate" image, according to a user who claims the company has lost touch with its community since 2019.
The user expresses hope that the company will decline in value, citing the need for it to "reap what it has sown" and undo the "broken trust" it has with its users.
The user also suggests that Roblox's updates and apologies cannot undo the damage to the company's reputation, implying a long-term impact on its earnings.

Analysts· Jul 31

Analysts have sharply reset expectations for Roblox Corporation after the company's latest update, with some firms downgrading the stock due to a severe slowdown in quarterly bookings growth and a shocking Q3 bookings guidance forecast.
Morgan Stanley has maintained an Overweight rating on Roblox, but lowered its price target to $55, citing growth and a larger increase in revenues model.
Roblox's stock has been downgraded by several firms, including Benchmark, BMO Capital, Deutsche Bank, and BTIG, due to concerns over the company's platform transition, execution risk, and diminishing visibility, with price targets ranging from $30 to $45.

Announcements· Feb 6

Roblox Corporation's Q4'25 results exceeded estimates, with revenue of $2.22B, a 43% YoY increase, and bookings of $2.22B, a 63% YoY increase.
The company's full-year bookings guidance for 2026 exceeded market expectations, ranging from $82.8B to $85.5B.
Roblox Corporation's stock price surged in pre-market trading, jumping 14% after the announcement, with daily active users increasing 69% YoY to 144M.

Controversies· Jan 13

Roblox Corporation has faced legal pressure due to its advertising as a kids' platform.
This pressure has led to the company taking actions to avoid lawsuits.
Roblox's policies have been compared to those of Discord, which has faced similar concerns but has not been subject to the same level of scrutiny.

Macro· Aug 22

The author mentions Roblox Corporation's (RBLX) earnings were bad, which may impact GPU sales.
The post speculates that economic instability in countries could lead to increased GPU use for cryptocurrency mining.
The author questions the potential for a bull case in RBLX due to the interplay between economic conditions and GPU demand.

Technical Analysis· Jul 31

$RBLX is down 25% today, with the author expecting a Wave 4 bounce and then a Wave 5 move into the entry zone at $16-$30.
The stock has broken its support trendline, with the next support sitting at $35 (worst case scenario is $25), making it a decent spot to start a starter position.
The long-term Roblox story hasn't disappeared overnight, but the company's slowed Q2 bookings growth and pulled full-year guidance has led to a sharp selloff, with the author watching for stabilization and potential bounce opportunities.

Generated by AI

Community

Of the messages about RBLX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	14.29%	49.13%	16.89%	1.83%
Newcomers	85.71%	50.87%	83.11%	98.17%

Regulars· Sep 28

Jefferies' downgrade of $RBLX is based on the argument that bookings growth will be slower and costlier, with a $38 price target implying an 18% downside.
The regulars are focusing on the potential impact of algorithm changes on Roblox's growth, with some arguing that the stock's recent rally was unjustified and others seeing a reminder that analyst notes can still move the stock.
Roblox's bookings growth is being questioned, with Jefferies seeing a +5% growth in FY27 compared to the Street's +13%, and some regulars wondering who is right - the Street or the company's filings.

Newcomers· Sep 21

New investors are buying Roblox stock, hoping for a significant increase in value, and some are using it as a long-term investment for their children.
Some users are focused on the short-term trading opportunities, such as buying calls or puts, and are discussing specific price targets and strategies.
Others are questioning the value and potential of Roblox stock, citing concerns about inflation and people's willingness to spend money on gaming platforms.

Generated by AI

News

Roblox (RBLX) Suffers a Larger Drop Than the General Market: Key Insights

Roblox (RBLX) concluded the recent trading session at $41.18, signifying a -1.62% move from its prior day's close.

14h agoYahoo Finance

GTA VI anticipation creates fresh opportunity for Roblox (RBLX:NYSE)

Roblox (RBLX) may see a boost as GTA VI launches Nov. 19, spurring GTA-inspired free games and older users.

20h agoSeeking Alpha

Roblox Is Poised to Cash in on ‘Grand Theft Auto’ Copycats

21h agoBloomberg.com

Roblox (RBLX) Faces A Jefferies Downgrade, Is The Recent Rally Already Priced In?

Roblox (RBLX) is back under scrutiny after Jefferies cut its rating to Underperform, arguing that the recent post-earnings rally has already priced in more bookings strength than the business is likely to deliver. The downgrade follows a sharp pullback in Roblox’s share price, with a 1-day return of -9.86% and a 7-day decline of 18.32%. This comes after a post-earnings surge that still leaves the 30-day share price return up 8.64%. However, the year-to-date share price return is down 48.29%...

1d agoYahoo Finance

Roblox (RBLX) Stock Could Trade At A Discount As Shares Fell 70%

Roblox has seen its share price fall sharply over the past year. This puts fresh focus on whether the current US$41.86 level can still be explained by the cash the business is expected to generate. With sentiment now being pulled in different directions by both past returns and changing expectations, the key issue is what the cash flow picture really supports. The stock is down 70.4% over the past year. This raises the question of whether the market has reset expectations in line with...

1d agoYahoo Finance

Roblox (RBLX) Dips More Than Broader Market: What You Should Know

1d agoau.finance.yahoo.com

Also Discussed

Investors talking about RBLX also mention

#	Name	Attention
1	Affirm Holdings, Inc.AFRM	0%-0.03
2	Airbnb, Inc.ABNB	0.13%+0.12
3	Coupang Inc.CPNG	0%-0.07
4	DoorDash, Inc.DASH	0%-0.03
5	Coinbase Global Inc. Class A Common StockCOIN	0.01%+0
6	Asana Inc. Class A Common StockASAN	0%new
7	Upstart Holdings, Inc.UPST	0.01%0
8	MTTR - Matterport, Inc.	——
9	Pinterest, Inc. Class APINS	0%0
10	Peloton Interactive Inc. Class A Common StockPTON	0.04%new

Roblox Corporation

Communication Services
Electronic Gaming & Multimedia

Roblox Corporation is a technology company that operates an immersive platform for creation, communication, and entertainment. Roblox combines Roblox Client for users to explore interactive digital experiences, Roblox Studio for developers and creators to build and publish content, and Roblox Cloud for the infrastructure that supports the platform. The company’s ecosystem is built around user-generated experiences, allowing a global community to design, share, and operate 3D worlds, games, and social spaces. Roblox serves consumers, creators, and developers across gaming, social interaction, and digital content creation markets. Headquartered in San Mateo, California, and incorporated in 2004, Roblox Corporation plays a significant role in online interactive entertainment and the creator economy.

Website

Location

3150 South Delaware Street

San Mateo, CA, 94403

United States

Social

What share of all stock conversation is about RBLX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.01	0.02% -3.53	0.5% +0.45

Sep 29

$RBLX shares closed down 9.86% at $41.86 on Monday after Jefferies downgraded the stock to Underperform from Hold, a Sell-equivalent call, while keeping its $38 price target.
Roblox Corporation's strong revenue growth and free cash flow are expected to continue, with the company's second-quarter 2026 revenue reaching $1.47 billion and first-half revenue reaching $2.91 billion.
Analysts argue that Roblox stock is undervalued, with the company's long-term growth potential and strong free cash flow not being reflected in its current market price, despite concerns about regulation and platform safety.

Generated by AI

Sentiment

Of the messages about RBLX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	95% +66.43	52.54% -36.05	76.29% +76.23	0.8% -65.7
Bearish	5% -66.43	47.46% +36.05	23.71% -76.23	99.2% +65.7

Bullish· Sep 14

$RBLX is experiencing a massive breakout, breaking out of the downtrend after a 78% fall off the top, with a 11% increase.
Retail investors were getting bullish on $RBLX before the move, with a 41% jump in sentiment leading into the increase, and the sentiment moved first.
$RBLX has a powerful growth story around user-generated content, gaming, and AI tools, with a 500%+ potential return on the $50s, and investors are now buying more than just a gaming company.

Bearish· Sep 28

The Jefferies downgrade cut Roblox's bookings growth estimate to 5% vs Street +13%, citing concerns about the company's new discovery algorithm disrupting near-term monetization.
The analyst note argues that investors got too excited after the 30% rally since July, and that algorithm changes could slow growth in the near term.
The stock fell 8% after the downgrade, with the street split on the company's prospects, with Morgan Stanley still holding an Overweight rating and a $55 target.

Generated by AI

Topics

Of the messages about RBLX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	7.04%	6.05%	1.16%
Announcements	0%	5.63%	2.95%	1.56%
Macro	38.46%	30.99%	31.99%	39.16%
Earnings	23.08%	16.9%	27%	37.29%
Controversies	0%	1.41%	0.02%	2.86%
Analysts	38.46%	38.03%	31.99%	17.96%

Earnings· Aug 9

Roblox Corporation's earnings are being negatively impacted by its "soulless" and "corporate" image, according to a user who claims the company has lost touch with its community since 2019.
The user expresses hope that the company will decline in value, citing the need for it to "reap what it has sown" and undo the "broken trust" it has with its users.
The user also suggests that Roblox's updates and apologies cannot undo the damage to the company's reputation, implying a long-term impact on its earnings.

Analysts· Jul 31

Analysts have sharply reset expectations for Roblox Corporation after the company's latest update, with some firms downgrading the stock due to a severe slowdown in quarterly bookings growth and a shocking Q3 bookings guidance forecast.
Morgan Stanley has maintained an Overweight rating on Roblox, but lowered its price target to $55, citing growth and a larger increase in revenues model.
Roblox's stock has been downgraded by several firms, including Benchmark, BMO Capital, Deutsche Bank, and BTIG, due to concerns over the company's platform transition, execution risk, and diminishing visibility, with price targets ranging from $30 to $45.

Announcements· Feb 6

Roblox Corporation's Q4'25 results exceeded estimates, with revenue of $2.22B, a 43% YoY increase, and bookings of $2.22B, a 63% YoY increase.
The company's full-year bookings guidance for 2026 exceeded market expectations, ranging from $82.8B to $85.5B.
Roblox Corporation's stock price surged in pre-market trading, jumping 14% after the announcement, with daily active users increasing 69% YoY to 144M.

Controversies· Jan 13

Roblox Corporation has faced legal pressure due to its advertising as a kids' platform.
This pressure has led to the company taking actions to avoid lawsuits.
Roblox's policies have been compared to those of Discord, which has faced similar concerns but has not been subject to the same level of scrutiny.

Macro· Aug 22

The author mentions Roblox Corporation's (RBLX) earnings were bad, which may impact GPU sales.
The post speculates that economic instability in countries could lead to increased GPU use for cryptocurrency mining.
The author questions the potential for a bull case in RBLX due to the interplay between economic conditions and GPU demand.

Technical Analysis· Jul 31

$RBLX is down 25% today, with the author expecting a Wave 4 bounce and then a Wave 5 move into the entry zone at $16-$30.
The stock has broken its support trendline, with the next support sitting at $35 (worst case scenario is $25), making it a decent spot to start a starter position.
The long-term Roblox story hasn't disappeared overnight, but the company's slowed Q2 bookings growth and pulled full-year guidance has led to a sharp selloff, with the author watching for stabilization and potential bounce opportunities.

Generated by AI

Community

Of the messages about RBLX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	14.29%	49.13%	16.89%	1.83%
Newcomers	85.71%	50.87%	83.11%	98.17%

Regulars· Sep 28

Jefferies' downgrade of $RBLX is based on the argument that bookings growth will be slower and costlier, with a $38 price target implying an 18% downside.
The regulars are focusing on the potential impact of algorithm changes on Roblox's growth, with some arguing that the stock's recent rally was unjustified and others seeing a reminder that analyst notes can still move the stock.
Roblox's bookings growth is being questioned, with Jefferies seeing a +5% growth in FY27 compared to the Street's +13%, and some regulars wondering who is right - the Street or the company's filings.

Newcomers· Sep 21

New investors are buying Roblox stock, hoping for a significant increase in value, and some are using it as a long-term investment for their children.
Some users are focused on the short-term trading opportunities, such as buying calls or puts, and are discussing specific price targets and strategies.
Others are questioning the value and potential of Roblox stock, citing concerns about inflation and people's willingness to spend money on gaming platforms.

Generated by AI

Roblox

Social

Sep 29

Bullish· Sep 14

Bearish· Sep 28

Earnings· Aug 9

Analysts· Jul 31

Announcements· Feb 6

Controversies· Jan 13

Macro· Aug 22

Technical Analysis· Jul 31

Regulars· Sep 28

Newcomers· Sep 21

Roblox (RBLX) Suffers a Larger Drop Than the General Market: Key Insights

GTA VI anticipation creates fresh opportunity for Roblox (RBLX:NYSE)

Roblox Is Poised to Cash in on ‘Grand Theft Auto’ Copycats

Roblox (RBLX) Faces A Jefferies Downgrade, Is The Recent Rally Already Priced In?

Roblox (RBLX) Stock Could Trade At A Discount As Shares Fell 70%

Roblox (RBLX) Dips More Than Broader Market: What You Should Know

Also Discussed

Roblox Corporation

Company Information

Location

Roblox (RBLX) Suffers a Larger Drop Than the General Market: Key Insights

GTA VI anticipation creates fresh opportunity for Roblox (RBLX:NYSE)

Roblox Is Poised to Cash in on ‘Grand Theft Auto’ Copycats

Roblox (RBLX) Faces A Jefferies Downgrade, Is The Recent Rally Already Priced In?

Roblox (RBLX) Stock Could Trade At A Discount As Shares Fell 70%

Roblox (RBLX) Dips More Than Broader Market: What You Should Know

Also Discussed

Social

Sep 29

Bullish· Sep 14

Bearish· Sep 28

Earnings· Aug 9

Analysts· Jul 31

Announcements· Feb 6

Controversies· Jan 13

Macro· Aug 22

Technical Analysis· Jul 31

Regulars· Sep 28

Newcomers· Sep 21