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 disclosures by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 83
47% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $945M
35% more capital invested
Capital invested by funds: $20.2B [Q3] → $27.3B (+$7.06B) [Q4]
8% more funds holding
Funds holding: 662 [Q3] → 713 (+51) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 27 [Q3] → 29 (+2) [Q4]
1.07% more ownership
Funds ownership: 76.48% [Q3] → 77.56% (+1.07%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 234
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Morgan Stanley Matthew Cost 42% 1-year accuracy 5 / 12 met price target | 13%upside $70 | Overweight Maintained | 17 Apr 2025 |
Oppenheimer Martin Yang 45% 1-year accuracy 14 / 31 met price target | 13%upside $70 | Outperform Upgraded | 10 Apr 2025 |
Wells Fargo Ken Gawrelski 44% 1-year accuracy 23 / 52 met price target | 13%upside $70 | Overweight Maintained | 9 Apr 2025 |
Benchmark Mike Hickey 44% 1-year accuracy 40 / 91 met price target | 14%upside $71 | Buy Reiterated | 18 Mar 2025 |
Barclays Ross Sandler 34% 1-year accuracy 11 / 32 met price target | 26%downside $46 | Equal-Weight Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 24 articles about RBLX published over the past 30 days









