RBLX - Roblox Corporation - Class A

NYSE · Communication Services · Electronic Gaming & Multimedia

$43.31

Market Closed

End of day · Jun 12, 2026, 12:00 AM

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About

Roblox Corporation develops and operates an online entertainment platform. The company offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D digital world; Roblox Education for learning experiences; and Roblox Cloud, which provides services and infrastructure that power the human co-experience platform. It serves customers in the United States, the United Kingdom, Canada, Europe, China, the Asia-Pacific, and internationally. Roblox Corporation was incorporated in 2004 and is headquartered in San Mateo, California.

https://corp.roblox.com

RBLX - Roblox Corporation - Class A

Communication Services

Looking at RBLX right now, I can't ignore how brutal this past year has been for the stock. It peaked near 130 back in September and has been on a pretty relentless slide ever since. Sitting at 48.16 today does feel like a big reset. There's a temptation to call a bottom, but honestly? I'm not convinced we're out of the woods yet. My stance is bearish in the near term. The drop from 130 to 45 is massive and while some might see value here, I'm concerned about user growth stalling out and spending per user not really keeping pace. The company has yet to prove it can consistently monetize its heavy user base, and that story hasn't changed much even as they've pushed new updates and partnerships. Competition in online gaming is only getting tougher and it's not clear that RBLX has some kind of moat protecting it from the next hit platform. The risk here is that the selloff has already priced in a lot of negativity. If they can show any real acceleration in bookings or engagement in the next quarter, the stock could bounce hard. I just don't see a clear catalyst until the next earnings, and if those numbers disappoint (or even just come in flat), there could be another leg down. So I'm setting a target price of 40.00 for the next 6 weeks. That's not a huge drop but it reflects my expectation for more volatility and possible disappointment before any turnaround story can take hold. If RBLX manages to surprise with a user retention uptick or some unexpected licensing deal in the summer, I'll have to re evaluate, but right now I think caution is warranted.

Entry

$48.16

Below

$40.00

Jul 6, 2026

Karma

128 to 17864

Bearish

Open

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RBLX - Roblox Corporation - Class A

Communication Services

I’m taking a bearish view on RBLX at 56.09. Nobody needs a reminder of how hot it ran last summer, but the chart says it all: from over 100 in July and August down to the mid 50s now. People got way over their skis with growth expectations, and reality caught up quickly in Q4 and Q1. RBLX has done nothing but grind lower the last six months, and there’s not much in the numbers that makes me think the bleeding is done yet. Yes, there’s still strong engagement among the younger crowd, but paying user growth has cooled off and bookings per DAU haven’t found a floor. I keep seeing ambitious talk about monetizing older users, but honestly, I’m not convinced the pivot is working. If ad spend stays soft and they fail to rein in costs, cash burn will stay front and center for the market. That being said, if they deliver a real surprise in the next earnings, maybe with signs of stabilizing growth, the stock could get a short term pop. Still, my target is 48.00 in the next 7 weeks. Biggest risk here is a strategic announcement or partnership that actually lands. That could catch shorts off guard. But for now, the trend is down and patience is justified.

Entry

$56.09

Below

$48.00

Jun 15, 2026

Karma

126 to 17663

Bearish

Open

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