Have you been paying attention to shares of Roblox (RBLX) ? Shares have been on the move with the stock up 36.1% over the past month. The stock hit a new 52-week high of $82.02 in the previous session. Roblox has gained 40.5% since the start of the year compared to the 6.1% move for the Zacks Consumer Discretionary sector and the 1% return for the Zacks Gaming industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consen ...

Stocks that are hitting new highs, especially on top of growing demand for their products, can signal a long-term winner. The following growth stocks pulled back along with the market sell-off this year before strong first-quarter earnings results sent them to new highs.Here's why investors might want to consider adding these two stocks to their portfolios right now. 1. RobloxInvestors are starting to catch on to the tremendous opportunity for Roblox (RBLX 0.52%). It's a free online platform where 98 millio ...

Core Insights - Roblox has announced a partnership with Google to enhance its advertising strategy, particularly through the introduction of rewarded video ads, which could significantly scale its advertising business [4][10][12] Group 1: Partnership with Google - The partnership allows Roblox to access a wide network of brands and agencies via Google’s ad platforms, facilitating the scaling of immersive ads [4][6] - By integrating with Google Ad Manager, Roblox can meet advertisers where they already purchase ads, reducing friction and expanding reach [6][8] - This collaboration could transform Roblox into a mainstream digital ad platform, similar to YouTube's evolution [9][10] Group 2: Rewarded Video Ads - Rewarded video ads enable users to watch up to 30 seconds of video in exchange for in-game rewards, with early tests showing completion rates exceeding 80% [5][10] - This initiative not only provides a new revenue stream for Roblox but also offers content creators additional monetization opportunities [6][11] - The introduction of these ads is expected to enhance user engagement, particularly among users who typically do not spend money on games [11] Group 3: Long-term Implications - If successful, the partnership could lead to deeper collaborations in the future, further solidifying Roblox's position in the digital advertising space [9][10] - The new advertising model aims to create a more recurring and sustainable revenue stream, boosting investor confidence in Roblox's long-term prospects [10][12] - The initiative is designed to support content creators, ensuring high-quality content remains on the platform, which is crucial for Roblox's growth [11][12]

Roblox (RBLX 3.15%) has nearly 100 million daily active users on its gaming platform on average. And many of those users are young school-aged kids who are starting to get into gaming. There's no need for an expensive console with Roblox; a phone, tablet, or computer will gain you access to the platform. And with its users making the content, there's a wealth of options for users interested in using the platform. But the company still struggles with profitability and faces big question marks about its long- ...

Have you evaluated the performance of Roblox's (RBLX) international operations during the quarter that concluded in March 2025? Considering the extensive worldwide presence of this online gaming platform, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and gr ...

Core Viewpoint - Roblox has experienced significant fluctuations in its stock performance since its direct listing in March 2021, with a peak stock price of $134.72 in November 2021, but currently trades around $70, reflecting a loss of investor interest due to post-pandemic growth challenges and ongoing safety and regulatory issues [1][2]. Group 1: Company Growth and Metrics - Roblox allows users to create games using a user-friendly drag-and-drop system, attracting a large number of tween users during the pandemic [4][5]. - The platform's growth metrics show a deceleration in 2022, with bookings growth dropping from 45% in 2021 to just 5% in 2022, but is expected to rebound with projected growth of 23% in 2023 and 24% in 2024 [7][8]. - In Q1 2025, Roblox reported a 31% year-over-year increase in bookings, with daily active users (DAUs) rising 26% to 97.8 million and total hours engaged increasing by 30% to 21.7 billion [9]. Group 2: Financial Outlook - For the full year, Roblox anticipates bookings growth of 21% to 23% and adjusted EBITDA growth of 14% to 47%, despite being unprofitable on a GAAP basis [10]. - The company has a market cap of $47.78 billion, trading at 9 times this year's bookings, which is considered reasonable if it can maintain double-digit growth [11]. - Analysts project a compound annual growth rate (CAGR) of 20% for bookings from 2024 to 2027, potentially leading to annual bookings of $32.25 billion by 2035, which could increase the market cap to $290.25 billion [12]. Group 3: Investment Potential - While Roblox may not generate millionaire-making gains in the near term, it remains a potentially good investment for patient investors, provided it can ensure user safety and prove the sustainability of its business model [13][14].

Roblox Corp RBLX reported a narrower-than-expected loss for its fiscal first quarter on Thursday.The company reported quarterly bookings growth of 31% year-on-year to $1.21 billion, topping the analyst consensus estimate of $1.14 billion.The video game developer reported an EPS loss of 32 cents, narrower than the analyst consensus estimate of 40 cents loss. The revenue of the American video game developer grew by 29% Y/Y to $1.04 billion.CEO David Baszucki said during the quarter, Roblox creators earned a r ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Summary: Roblox (RBLX) - Roblox currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned to outperform the market [3] - Over the past week, RBLX shares increased by 11.51%, significantly outperforming the Zacks Gaming industry, which rose by 4.17% [5] - In a longer timeframe, RBLX shares have risen by 18.52% over the past month, compared to the industry's 4.15% [5] - Over the last quarter, RBLX shares increased by 2.8%, and they have surged by 84.79% in the past year, while the S&P 500 has seen declines of -6.91% and a modest increase of 13.12% respectively [6] - The average 20-day trading volume for RBLX is 7,318,857 shares, indicating strong trading activity [7] Earnings Outlook - Recent earnings estimate revisions for RBLX show positive momentum, with three estimates moving higher and none lower over the past two months, raising the consensus estimate from -$1.49 to -$1.47 [9] - For the next fiscal year, two estimates have increased, with no downward revisions noted [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, RBLX is recommended as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [10][11]

Roblox TodayRBLXRoblox$69.08 +2.03 (+3.02%) 52-Week Range$29.55▼$75.74Price Target$64.50Add to WatchlistRoblox's NYSE: RBLX stock price is gaining momentum and could realistically top $100 in 2025, driven by accelerating improvements in its core business fundamentals. While the company continues to report GAAP net losses, the underlying financial health is strengthening, with significant progress in key operational metrics that point to a sustainable growth trajectory.  Revenue growth remains solid, driven ...

Core Viewpoint - Roblox aims to capture 10% of the gaming market in consumer spending, citing its low-cost entertainment model and historical resilience during economic downturns [1][4]. Financial Performance - The company's revenue increased by 29% year over year, reaching approximately $1.035 billion, while bookings rose by 31% to $1.207 billion [3]. - Average daily active users grew by 26% to 97.8 million, and average monthly unique payers increased by 29% to 20.2 million [3]. Market Position and Strategy - Roblox currently holds 3% of the gaming market and plans to expand by diversifying its platform to support various genres, including sports, racing, role-playing, and battle games [4]. - The growth in bookings is no longer concentrated among a few popular experiences; instead, experiences ranked No. 11 to No. 50 have seen growth accelerate from 5% to over 100% [5].