Roblox (NYSE:RBLX) Receives “Buy” Rating from BTIG Research

BTIG Research reissued their buy rating on shares of Roblox (NYSE:RBLX) in a research report released on Monday,Benzinga reports. They currently have a $122.00 target price on the stock.

Other analysts have also issued reports about the stock. Barclays cut their price target on shares of Roblox from $130.00 to $115.00 and set an “equal weight” rating on the stock in a research note on Friday, February 6th. TD Cowen reiterated a “sell” rating on shares of Roblox in a research note on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft set a $115.00 price target on shares of Roblox in a research note on Tuesday, January 20th. Freedom Capital upgraded shares of Roblox from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 6th. Finally, The Goldman Sachs Group cut their price target on shares of Roblox from $180.00 to $140.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Roblox currently has a consensus rating of “Moderate Buy” and an average price target of $116.76.

Roblox Stock Up 3.6%

Shares of RBLX opened at $57.60 on Monday. The firm has a market cap of $38.11 billion, a P/E ratio of -37.16 and a beta of 1.67. Roblox has a 12-month low of $51.23 and a 12-month high of $150.59. The company’s 50-day moving average price is $61.29 and its 200 day moving average price is $86.13. The company has a current ratio of 0.96, a quick ratio of 0.96 and a debt-to-equity ratio of 2.65.

Roblox (NYSE:RBLX) last issued its quarterly earnings results on Thursday, February 5th. The company reported ($0.45) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.49) by $0.04. The company had revenue of $1.42 billion for the quarter, compared to analyst estimates of $2.08 billion. Roblox had a negative net margin of 21.78% and a negative return on equity of 304.42%. The business’s revenue for the quarter was up 122.6% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.33) earnings per share. On average, sell-side analysts forecast that Roblox will post -1.49 earnings per share for the current year.

Insider Buying and Selling at Roblox

In other news, Director Gregory Baszucki sold 16,666 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $57.95, for a total transaction of $965,794.70. Following the completion of the transaction, the director directly owned 1,302,834 shares of the company’s stock, valued at approximately $75,499,230.30. The trade was a 1.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO David Baszucki sold 272,269 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $72.66, for a total value of $19,783,065.54. Following the transaction, the chief executive officer directly owned 811,373 shares of the company’s stock, valued at approximately $58,954,362.18. This represents a 25.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 520,018 shares of company stock valued at $36,568,341. 12.92% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Roblox

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Hsbc Holdings PLC grew its position in shares of Roblox by 127.7% during the fourth quarter. Hsbc Holdings PLC now owns 625,234 shares of the company’s stock worth $50,786,000 after buying an additional 350,686 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position in shares of Roblox by 97,100.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 972 shares of the company’s stock worth $79,000 after buying an additional 971 shares in the last quarter. Reflection Asset Management acquired a new position in Roblox in the fourth quarter valued at approximately $60,000. Wick Capital Partners LLC acquired a new position in Roblox in the fourth quarter valued at approximately $483,000. Finally, MidFirst Bank acquired a new position in Roblox in the fourth quarter valued at approximately $250,000. 94.46% of the stock is owned by institutional investors and hedge funds.

Key Roblox News

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Roblox announced two age-based account tiers (Roblox Kids for ages 5–8 and Roblox Select for ages 9–15) with tightened content, communication and parental controls — a direct effort to address child-safety scrutiny that has weighed on sentiment and regulatory risk. Business Wire
• Positive Sentiment: Roblox launched “Roblox Plus,” a $4.99/month subscription offering perks, Robux discounts and creator tools — a potential path to stronger recurring revenue and higher ARPU if adoption scales. Analysts and market outlets flagged this as a meaningful monetization lever. Zacks
• Positive Sentiment: BTIG reaffirmed a “buy” rating with a $122 price target, signaling institutional support and highlighting upside vs. current levels — a tailwind for sentiment. TickerReport
• Neutral Sentiment: Market coverage (MSN, Benzinga, Investing.com) notes shares rising today as investors react to the safety announcement and subscription product; these reports summarize momentum but add little new fundamental information. MSN
• Neutral Sentiment: Analysts and research notes (TipRanks) are parsing how age-based accounts affect user engagement and margins; this is early-stage analysis — implications depend on rollout execution and adoption. TipRanks
• Negative Sentiment: Wells Fargo warned that Roblox may issue weak Q2 bookings guidance later this month and flagged long-term concerns around a high cost base and heavy stock‑based compensation, which could limit margin improvement. The Motley Fool
• Negative Sentiment: Commentary noting a prior ~33% plunge frames investor skepticism — outlets question whether the new subscription and safety features will be sufficient to reverse larger sentiment and valuation pressures. Blockonomi

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.