Roblox Corporation (RBLX) AI Stock Analysis

Roblox Corporation operates an online entertainment platform centered around immersive and user-generated 3D experiences. Its core offering, Roblox Studio, provides developers and creators with toolsets to design, publish, and manage digital content such as virtual environments and games. Users access these interactive worlds through the Roblox Client application. The company also provides educational experiences through Roblox Education and powers its ecosystem with Roblox Cloud infrastructure. Founded in 2004 and headquartered in San Mateo, California, Roblox serves a global user base across the United States, the United Kingdom, Canada, Europe, China, and the Asia-Pacific region.

Roblox grew revenue from $1.92B in FY2021 to $4.89B in FY2025, representing a 5-year revenue CAGR of 39.6%. Annual revenue increased 35.8% in FY2025, following 28.7% growth in FY2024 and 25.8% in FY2023. Operating margins remained negative across all five years, registering -25.8% in FY2021, -45.0% in FY2023, and -25.2% in FY2025. Net losses widened from -$491.7M in FY2021 to -$1.07B in FY2025, with EPS at -$1.55. For the trailing twelve months ended June 30, 2026, revenue stood at $5.69B with quarterly revenue growth of 35.9% year-over-year, while profit margin was -17.6% and operating margin was -13.3%.

As of June 30, 2026, Roblox held $3.01B in cash and short-term investments against total debt of $1.84B, leaving net cash of $1.18B. Shareholders' equity was $152.0M against total assets of $9.74B, resulting in a debt-to-equity ratio of 12.08 and a current ratio of 0.82. For FY2025, operating cash flow reached $1.80B, supporting capital expenditures of $443.5M and generating free cash flow of $1.35B. Over a 5-year span, the share count grew 23.3%.

Roblox carries a market capitalization of $35.40B and an enterprise value of $33.82B. The stock trades at a forward P/E of 192.3x and a price-to-sales ratio of 6.2x, compared to medians of 14.1x and 0.8x for US-listed Communication Services peers. Its enterprise value-to-revenue ratio is 5.9x, while the peer EV/EBITDA median sits at 10.0x. Over the past year, Roblox shares fell 63.2%, underperforming the S&P 500 (SPY) gain of 16.8%. Over 5 years, the stock returned -35.3% against an 83.0% return for the benchmark.

Wall Street sentiment includes 13 Strong Buy, 4 Buy, 14 Hold, 0 Sell, and 3 Strong Sell ratings. The mean price target of $49.89 represents a 0.7% upside compared to the last close of $49.55 on October 16, 2026. Roblox has beaten EPS consensus estimates in each of the last 4 quarters. For the fiscal year ending December 31, 2026, analysts forecast revenue of $6.90B and an EPS of -$1.48. For the next fiscal year, 26 analysts project revenue to grow 12.4% to $7.76B, with next earnings scheduled for October 29, 2026.

This page is an AI-written research summary of Roblox Corporation (RBLX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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