Roblox Corporation $RBLX Shares Bought by Brighton Jones LLC

Brighton Jones LLC raised its holdings in Roblox Corporation (NYSE:RBLX) by 27.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 37,645 shares of the company’s stock after buying an additional 8,036 shares during the period. Brighton Jones LLC’s holdings in Roblox were worth $5,215,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. AQR Capital Management LLC raised its stake in shares of Roblox by 217.4% in the first quarter. AQR Capital Management LLC now owns 8,770,427 shares of the company’s stock valued at $504,387,000 after acquiring an additional 6,007,322 shares in the last quarter. Norges Bank purchased a new stake in Roblox during the 2nd quarter worth about $350,720,000. Ieq Capital LLC increased its holdings in Roblox by 13.8% during the 1st quarter. Ieq Capital LLC now owns 18,889,973 shares of the company’s stock worth $1,101,097,000 after purchasing an additional 2,297,350 shares during the period. Amundi raised its position in Roblox by 55.5% in the 1st quarter. Amundi now owns 4,960,806 shares of the company’s stock valued at $288,818,000 after purchasing an additional 1,769,669 shares in the last quarter. Finally, Federated Hermes Inc. boosted its stake in shares of Roblox by 103.0% in the 2nd quarter. Federated Hermes Inc. now owns 3,245,338 shares of the company’s stock valued at $341,410,000 after buying an additional 1,646,871 shares during the period. Hedge funds and other institutional investors own 94.46% of the company’s stock.

Roblox Stock Down 2.3%

Shares of NYSE:RBLX opened at $81.96 on Monday. The firm has a 50 day simple moving average of $105.94 and a 200-day simple moving average of $114.81. Roblox Corporation has a twelve month low of $50.10 and a twelve month high of $150.59. The company has a current ratio of 0.96, a quick ratio of 0.96 and a debt-to-equity ratio of 2.54. The company has a market capitalization of $53.67 billion, a PE ratio of -57.31 and a beta of 1.62.

Roblox (NYSE:RBLX) last posted its earnings results on Thursday, October 30th. The company reported ($0.37) EPS for the quarter, beating analysts’ consensus estimates of ($0.44) by $0.07. Roblox had a negative net margin of 21.70% and a negative return on equity of 314.20%. The firm had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.64 billion. During the same period last year, the firm posted ($0.37) EPS. The company’s revenue was up 70.3% on a year-over-year basis. On average, equities analysts predict that Roblox Corporation will post -1.49 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently weighed in on RBLX shares. Macquarie upped their target price on shares of Roblox from $158.00 to $164.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 4th. Jefferies Financial Group lowered their price target on shares of Roblox from $115.00 to $100.00 and set a “hold” rating for the company in a report on Thursday, December 11th. UBS Group set a $99.00 price objective on shares of Roblox in a report on Tuesday, December 9th. Arete Research set a $116.00 price objective on shares of Roblox in a research report on Tuesday, September 9th. Finally, Bank of America boosted their target price on shares of Roblox from $159.00 to $171.00 and gave the stock a “buy” rating in a research note on Monday, September 8th. Eighteen analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $135.88.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Brand partnership that can boost engagement — e.l.f. Beauty launched “Glow Up!” on Roblox, a branded virtual makeup game aimed at older teens that could drive user engagement, time spent and branded revenue opportunities. e.l.f. Beauty Launches Glow Up!
• Positive Sentiment: Analyst/long‑term bullish thesis remains — a published analysis argues RBLX is a buy based on solid user and revenue growth and accelerating cash flow, supporting a longer‑term growth narrative despite valuation and regulatory risks. Roblox: Russia Says No, Disney Says No, I Say Yes
• Neutral Sentiment: Short‑term price moves noted by market outlets — recent Zacks pieces highlight the stock’s daily declines, reflecting current market sentiment and volatility rather than new fundamental changes. Roblox (RBLX) Stock Declines While Market Improves
• Negative Sentiment: Shareholder litigation/SEC‑style investigation announced — Robbins Geller Rudman & Dowd said it is investigating potential securities law violations involving Roblox, which raises litigation risk and can pressure the stock until resolved. RBLX ALERT: Investigation Launched into Roblox
• Negative Sentiment: Insider selling disclosed — CEO David Baszucki sold ~66,896 shares (~$5.7M) in a reported Form 4 filing; insider sales can be perceived negatively by investors even if done for diversification or tax reasons. SEC Form 4 — Baszucki Sale
• Negative Sentiment: Regulatory/geopolitical hit — Reuters reports Russia has moved to ban Roblox access, which could reduce addressable market and adds geopolitical/regulatory uncertainty for the platform. Russian ban on Roblox stirs debate

Insider Activity at Roblox

In other news, insider Arvind Chakravarthy sold 20,912 shares of Roblox stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $95.23, for a total transaction of $1,991,449.76. Following the sale, the insider owned 181,043 shares in the company, valued at approximately $17,240,724.89. The trade was a 10.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO David Baszucki sold 66,896 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $104.53, for a total value of $6,992,638.88. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 443,404 shares of company stock valued at $45,687,339. Corporate insiders own 12.92% of the company’s stock.

Roblox Company Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.