RobloxRBLX
About: Roblox operates a free-to-play online video game platform with about 85 million daily active users. This platform has spawned a virtual universe and a Roblox economy based on the Robux currency. The platform houses millions of games from a wide range of creators spanning from young gamers themselves to professional development studios. Roblox offers creators the tools, publishing abilities, and platform for their games, enabling anyone to create a game. Creators earn money when gamers make optional in-game purchases within their games and by offering space for real-world advertising, and Roblox earns revenue primarily by taking a cut of these earnings.
Employees: 2,474
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
75% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 79
47% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $942M
37% more capital invested
Capital invested by funds: $20.7B [Q3] → $28.3B (+$7.6B) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 27 [Q3] → 30 (+3) [Q4]
5% more funds holding
Funds holding: 662 [Q3] → 692 (+30) [Q4]
1.99% more ownership
Funds ownership: 78.36% [Q3] → 80.35% (+1.99%) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 233
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Barclays Ross Sandler 81% 1-year accuracy 25 / 31 met price target | 26%downside $46 | Equal-Weight Maintained | 7 Feb 2025 |
Macquarie Aaron Lee 80% 1-year accuracy 4 / 5 met price target | 22%upside $76 | Outperform Maintained | 7 Feb 2025 |
Benchmark Mike Hickey 79% 1-year accuracy 71 / 90 met price target | 14%upside $71 | Buy Maintained | 7 Feb 2025 |
Needham Bernie McTernan 85% 1-year accuracy 115 / 136 met price target | 15%upside $72 | Buy Maintained | 7 Feb 2025 |
Goldman Sachs Eric Sheridan 65% 1-year accuracy 33 / 51 met price target | 1%upside $63 | Neutral Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 43 articles about RBLX published over the past 30 days
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