Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% in Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and AI enthusiasm [1] Company Overview: Roblox Corporation (NYSE:RBLX) - Roblox Corporation is recognized as a leading gaming development and distribution platform, with a notable viral game, "Grow a Garden," achieving over 20 million concurrent users, significantly higher than the average of 1 million for other popular experiences [3] - The company experienced a 48% year-on-year revenue growth in Q3 2025, reaching $1.36 billion, indicating strong market performance [4] - Despite a one-month return of -30.66%, Roblox's shares gained 87.83% over the last 52 weeks, closing at $92.73 with a market capitalization of $65.09 billion on November 26, 2025 [2][4] Market Trends and Performance - The surge in daily active users and total hours on the platform rose by 41%, contributing to a 51% year-over-year acceleration in second-quarter bookings [3] - The shift towards new user-generated content experiences is seen as a healthier trend compared to the past reliance on a few mainstay franchises, showcasing Roblox's strength in global distribution [3] Hedge Fund Interest - As of the end of Q2 2025, 75 hedge fund portfolios held shares of Roblox Corporation, an increase from 68 in the previous quarter, indicating growing interest among institutional investors [4]

Market Analysis by covering: Microsoft Corporation, Roblox Corp. Read 's Market Analysis on Investing.com ...

​Roblox Corporation (NYSE:RBLX) is one of the Best Communication and Media Stocks to Buy Now. On November 18, Roblox Corporation (NYSE:RBLX) announced the expansion of facial age checks for communication. Management noted that it is in the process of rolling out new age-based chat with the aim of limiting conversations within similar age groups. ​Following the rollout, Roblox Corporation (NYSE:RBLX) will become the first online gaming platform with an age check requirement for communication. Management ex ...

Core Insights - Roblox is a leading video game platform with a significant user base and growth potential [1][2] - The platform has expanded its demographic, with only 17% of daily active users in the U.S. and Canada and 33% under 13 years old [2] - The introduction of AI has significantly improved user engagement and experience on the platform [4][5] User Engagement and Growth - Roblox's AI search algorithm has enhanced the discovery of games, resulting in seven experiences with over 10 million daily active users in Q3, five of which were created in the past year [5] - The user base grew 70% year over year to 151 million daily active users, with total time spent on the platform reaching nearly 40 billion hours, up 91% [6] - Management believes the platform can support 1 billion users, indicating a potential for nearly seven times the current business size [6] Stock Performance and Valuation - Roblox's stock price has decreased by 35% from recent highs, with a price-to-sales (P/S) ratio that had more than doubled in 2025, peaking above 20 [7] - Despite the current P/S ratio of 14 being considered expensive, it is justified given the company's rapid growth [9] - If Roblox achieves its goal of 1 billion users, the current valuation may appear attractive in retrospect [9]

Roblox CEO interview gets heated over child safety https://t.co/k9rWCCYEx0 ...

Industry Overview - The Global Entertainment and Media (M&E) industry is projected to reach a market size of $3.5 trillion by 2029, driven by advancements in AI across various segments such as OTT Video, mixed reality, and internet advertising [1][2] - The US AI industry is significantly transforming the M&E sector, with generative AI investments reaching $56 billion in 2024, aimed at enhancing speed, scale, and creativity [2] - The US OTT Video segment is expected to grow at a Compound Annual Growth Rate (CAGR) of 5.9%, reaching $112.7 billion by 2029, while the US advertising market is projected to grow at a CAGR of 8.5% to $389.1 billion by 2029 [3] Company Highlights Roblox Corporation (NYSE:RBLX) - Roblox Corporation has a market capitalization of $71.41 billion and an analyst upside of 47.45%, with 75 hedge fund holders [7][8] - The company is implementing facial age checks for communication to enhance user safety, becoming the first online gaming platform to do so, following criticism regarding child safety [9][10] - Wall Street analysts maintain a positive outlook, with J.P. Morgan and Morgan Stanley reiterating Buy ratings without disclosing specific price targets [10] NetEase, Inc. (NASDAQ:NTES) - NetEase, Inc. has a market capitalization of $84.81 billion, an analyst upside of 14.95%, and 35 hedge fund holders [12][14] - For fiscal Q3 2025, NetEase reported an 8.2% year-over-year revenue growth to RMB28.4 billion ($4.0 billion), slightly below analyst expectations, while EPS of $2.09 met consensus [12][13] - Revenue growth was primarily driven by games and related services, which contributed 97.6% to total revenue, with notable success from self-developed games [13][14]

Key Takeaways Roblox's shares fell as investors reacted to slower profit expansion and uncertain 2026 bookings.Margins face pressure from rising DevEx, infrastructure spending and stricter safety policies.Roblox still posts rapid DAU and bookings growth, led by older users and global expansion.Roblox Corporation (RBLX) stock has lost 28.4% in the past month compared with the industry and the S&P 500’s decline of 8.4% and 0.9%, respectively. Investors reacted sharply to management commentary around slower pr ...

Core Insights - The company announced a new requirement for users to undergo an A.I.-powered age estimation process to engage in chats on the platform [1] Group 1 - The implementation of the A.I.-powered age estimation process aims to enhance user safety and compliance with age-related regulations [1]

Core Insights - Financial giants are showing a bearish sentiment towards Roblox, with 43% of traders exhibiting bearish tendencies compared to 39% bullish [1] - The options trading data indicates a significant interest in a price range of $55.0 to $130.0 for Roblox over the past three months [2] Options Trading Analysis - The mean open interest for Roblox options trades is 883.24, with a total volume of 12,333.00 [3] - Recent large options trades include a bullish call sweep with a total trade price of $536.8K at a strike price of $130.00, and a bearish call sweep at a strike price of $55.00 valued at $113.4K [7] Company Overview - Roblox operates a free-to-play online video game platform with approximately 110 million daily active users, facilitating a virtual economy based on the Robux currency [8] - The platform allows creators to monetize their games through in-game purchases and advertising, with Roblox earning revenue by taking a percentage of these earnings [8] Market Status and Expert Opinions - Recent expert ratings on Roblox show an average target price of $161.4, with various analysts maintaining or adjusting their ratings and price targets [10][11] - Current trading volume for Roblox stands at 7,142,539, with the stock price down by 4.47% at $93.02 [13]

Key Takeaways Roblox posted record daily users, engagement hours and strong bookings growth in Q3 2025.Margin softness comes from higher DevEx payouts, data center expansion and safety and AI spending.Safety tools and tougher cost-to-serve gains add near-term strain as Roblox invests for long-term growth.Roblox Corporation (RBLX) delivered an impressive third-quarter 2025, setting records across user metrics and platform activity.Daily active users surged 70% year over year to 151.5 million, while total eng ...