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

Roblox (NYSE:RBLX)‘s stock had its “buy” rating reiterated by equities research analysts at BTIG Research in a report issued on Friday,Benzinga reports. They presently have a $141.00 price target on the stock. BTIG Research’s price objective suggests a potential upside of 111.74% from the stock’s previous close.

Several other equities analysts also recently commented on the company. Jefferies Financial Group set a $85.00 target price on Roblox in a research report on Thursday, January 15th. The Goldman Sachs Group upgraded shares of Roblox from a “neutral” rating to a “buy” rating and boosted their target price for the company from $155.00 to $180.00 in a research note on Friday, October 31st. Piper Sandler reiterated an “overweight” rating and set a $100.00 target price (down previously from $125.00) on shares of Roblox in a research report on Friday. UBS Group set a $74.00 price target on shares of Roblox in a report on Friday. Finally, Benchmark reaffirmed a “hold” rating on shares of Roblox in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $123.76.

Roblox Price Performance

NYSE:RBLX opened at $66.59 on Friday. The company has a debt-to-equity ratio of 2.54, a current ratio of 0.96 and a quick ratio of 0.96. Roblox has a one year low of $50.10 and a one year high of $150.59. The company has a fifty day moving average price of $81.19 and a 200 day moving average price of $107.80. The stock has a market cap of $43.61 billion, a P/E ratio of -42.96 and a beta of 1.63.

Roblox (NYSE:RBLX) last announced its quarterly earnings data on Thursday, February 5th. The company reported ($0.45) EPS for the quarter, topping analysts’ consensus estimates of ($0.49) by $0.04. Roblox had a negative return on equity of 311.88% and a negative net margin of 21.78%.The company had revenue of $1.42 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter last year, the company earned ($0.33) EPS. The company’s quarterly revenue was up 122.6% on a year-over-year basis. Analysts anticipate that Roblox will post -1.49 earnings per share for the current year.

Insider Buying and Selling

In other Roblox news, insider Arvind Chakravarthy sold 20,912 shares of the stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $95.23, for a total value of $1,991,449.76. Following the sale, the insider directly owned 181,043 shares in the company, valued at approximately $17,240,724.89. This trade represents a 10.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Matthew D. Kaufman sold 20,867 shares of the firm’s stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $96.10, for a total value of $2,005,318.70. Following the sale, the insider directly owned 239,775 shares in the company, valued at $23,042,377.50. The trade was a 8.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 423,899 shares of company stock worth $37,883,851 over the last 90 days. 12.92% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Roblox

Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in Roblox by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 63,458,784 shares of the company’s stock valued at $5,142,065,000 after purchasing an additional 1,020,786 shares in the last quarter. State Street Corp lifted its position in Roblox by 11.0% during the 3rd quarter. State Street Corp now owns 13,369,844 shares of the company’s stock worth $1,851,991,000 after buying an additional 1,326,575 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Roblox by 9.1% during the 2nd quarter. Geode Capital Management LLC now owns 10,039,983 shares of the company’s stock worth $1,053,257,000 after buying an additional 834,230 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of Roblox by 7.4% during the 3rd quarter. AQR Capital Management LLC now owns 9,697,538 shares of the company’s stock worth $1,310,719,000 after buying an additional 665,127 shares during the last quarter. Finally, Franklin Resources Inc. grew its holdings in shares of Roblox by 9.8% in the 3rd quarter. Franklin Resources Inc. now owns 6,963,693 shares of the company’s stock valued at $964,611,000 after acquiring an additional 619,048 shares in the last quarter. 94.46% of the stock is owned by institutional investors.

Trending Headlines about Roblox

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Strong Q4 engagement and bookings — Bookings rose sharply and daily active users and engaged hours topped Street expectations, a core reason shares rallied after the print. Barron’s: Roblox Reports Huge Surge in Bookings, Users, Engagement
• Positive Sentiment: Guidance upside — Management gave first-quarter and full‑year bookings/revenue targets that were above consensus, reinforcing growth expectations and fueling the post‑earnings rally. CNBC: Roblox shares rocket 20% on earnings beat, strong forecast
• Positive Sentiment: Management narrative on product and AI — CEO Dave Baszucki emphasized AI tools that enable creator-driven content and ongoing focus on community/safety, supporting the long‑term monetization story. YouTube: Roblox earnings: CEO talks gaming, AI, and user growth
• Neutral Sentiment: Coverage mostly bullish but mixed — Several firms reaffirmed positive ratings and high price targets (e.g., BTIG, Wedbush), reflecting confidence in the growth outlook even after recent volatility. Benzinga: Analyst notes
• Neutral Sentiment: Market reaction centered on user metrics more than GAAP profitability — reporters and analysts are highlighting DAU/bookings growth as the primary driver rather than near‑term EPS. WSJ: Roblox Posts Higher Revenue as Bookings, Daily Active Users Rise
• Negative Sentiment: Analyst downgrades / lower targets — Some shops cut price targets or trimmed expectations (JPMorgan cut its target to $75 and moved to neutral), which could cap upside if momentum fades. Benzinga: JPMorgan price target cut
• Negative Sentiment: Company still unprofitable — Roblox reported a GAAP loss (improved vs. prior year) and negative margins, a reminder that growth is not yet translating into sustained profitability. MarketBeat: Q4 results and transcript

About Roblox

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.