Key Takeaways Unity stock has rebounded, with stronger ad-tech growth, cost discipline and enterprise expansion.Roblox bookings soared 51% in 2Q25 with 41% daily active user growth and record engagement hours.Unity trades at 8.76X forward sales vs. 11.92X for Roblox, highlighting differing valuations and risks.The 3D content industry sits at the intersection of gaming, social interaction and enterprise applications, and two names dominate investor conversations today — Unity Software Inc. ((U) and Roblox Co ...

点击蓝字，关注我们 今日上午港股 1. 中国黄金国际(02099)涨近7% 再创新高 核心产品产量进度超年度指引一半 甲玛矿未来扩产潜力较 大。 2. 泡泡玛特(09992)涨近2% ， 公司新品瞬间售罄 上半年业绩持续高增。 3 .美图公司(01357)涨超7% 今日盘后正式进入MSCI中国指数 大摩看好公司长期增长潜力。 4. 中烟香港(06055)涨近6.5% 股价刷新上市新高 上半年业绩延续稳健增长，此外，作为中烟国际在资 本市场运作和国际业务拓展的指定境外平台，外延拓展空间可期。 5. 中海石油化学(03983)跌超1% 中期股东应占溢利同比减少6.74% 尿素销售价格同比较大幅度降低。 6. 中国智能交通(01900)盈喜后涨超42% 预计中期取得股东应占溢利约3.61亿元。 7. Keep(03650)绩后跌近5% 上半年成功实现扭亏为盈 公司战略转型全面聚焦AI。 8. 西部水泥(02233)绩后涨近6.5% 中期股东应占溢利同比增加93.4% 海外市场销量高增。 10. 双登股份(06960)首挂上市 高开33% 集团在全球通信及数据中心储能电池供应商中出货量排名第 一。 昨日美股 1. 蔚 ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

智通财经APP获悉，周一，Roblox(RBLX.US)股价走高，截至发稿，该股涨超7.6%，报126.56美元。 Wedbush维持对Roblox的"跑赢大盘"评级，并给出165美元的目标价。 该机构在最新发布的报告中表示，尽管近期Roblox面临多篇负面报道及法律诉讼压力，该公司依然是视 频游戏行业中最具吸引力的增长机会。 报告指出："我们预计，当新的负面报道或法律行动出现时，Roblox的股价将会持续波动。然而， Roblox在响应上始终迅速，已采取了重要措施，并计划为不同年龄层用户打造一个安全且富有吸引力的 虚拟环境。" 在业务前景方面，Roblox第三季度的指引显示其预订收入同比增长41%至45%。Wedbush认为，公司正 处于从平台上的游戏与广告业务中释放价值的早期阶段，且运营杠杆效应正在加速显现。 该机构表示，尽管短期市场波动难以避免，长期来看，Roblox依托强大的用户生态和商业模式，仍具备 显著的增长潜力。 ...

该机构在最新发布的报告中表示，尽管近期Roblox面临多篇负面报道及法律诉讼压力，该公司依然是视 频游戏行业中最具吸引力的增长机会。 报告指出："我们预计，当新的负面报道或法律行动出现时，Roblox的股价将会持续波动。然而， Roblox在响应上始终迅速，已采取了重要措施，并计划为不同年龄层用户打造一个安全且富有吸引力的 虚拟环境。" 周一，Roblox(RBLX.US)股价走高，截至发稿，该股涨超7.6%，报126.56美元。Wedbush维持对Roblox 的"跑赢大盘"评级，并给出165美元的目标价。 在业务前景方面，Roblox第三季度的指引显示其预订收入同比增长41%至45%。Wedbush认为，公司正 处于从平台上的游戏与广告业务中释放价值的早期阶段，且运营杠杆效应正在加速显现。 该机构表示，尽管短期市场波动难以避免，长期来看，Roblox依托强大的用户生态和商业模式，仍具备 显著的增长潜力。 ...

NEW YORK, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.    The investigation concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On August 14, ...

This could become one of the stickiest video game companies in history.The video game industry is a hulking beast these days, but Roblox (RBLX 2.37%) has excellent potential to be a real monster. Many market players have been justifiably impressed by the company's double-digit revenue and booking improvements lately, However, I think they're missing a broader dynamic that alone will produce powerful growth for a very long time to come. Kid stuffFor me, the great potential for Roblox as a company lies not in ...

Core Insights - The gaming industry is undergoing significant changes driven by innovation, user engagement, and platform expansion, with Roblox Corporation and Electronic Arts Inc. being key players in this transformation [1] Case for Roblox (RBLX) - Roblox is experiencing exceptional growth, with second-quarter 2025 bookings increasing by 51% year over year to $1.4 billion and revenues rising by 21%. Daily active users grew by 41% to 111.8 million, largely due to expansion in the APAC region and emerging markets like India and Indonesia [2][3] - The company is investing in enhanced discovery algorithms, global infrastructure, AI-driven content creation, and monetization tools, supported by $4 billion in net liquidity, positioning it as a high-growth player [3] - Despite impressive growth in engagement and bookings, Roblox reported a loss of 41 cents per share, indicating ongoing profitability challenges due to heavy spending and rising costs [4] - The success of breakout hits like "Grow a Garden" may not be sustainable, adding volatility to performance, and management has adopted a cautious tone in its guidance [5] - Roblox faces operational challenges, including untapped advertising revenue and seasonality risks, with much of its fourth-quarter performance dependent on late-quarter bookings [6][8] Case for Electronic Arts (EA) - Electronic Arts began fiscal 2026 with strong performance, reporting net bookings of $1.3 billion, up 3% year over year, driven by franchises like Global Football, Star Wars, and Apex Legends [9][10] - EA SPORTS continues to be a growth engine, with the Global Football franchise showing healthy engagement and record installs for FC Mobile, reflecting successful geographic expansion [11] - Innovative collaborations, such as integrating Apple's MLS Season Pass into FC Mobile, enhance EA's market position [12] - However, live services outside core titles saw a 1% decline in bookings year over year, indicating potential vulnerabilities if engagement falters [14] - The Zacks Consensus Estimate for EA's fiscal 2026 sales implies year-over-year growth of 7.1%, with earnings estimates increasing in the past 30 days [15][16] Price Performance & Valuation - RBLX stock has declined by 3.2% in the past month, while EA shares have risen by 11.6% [17] - RBLX is trading at a forward price-to-sales ratio of 10.99X, above its median of 7.23X, while EA's forward sales multiple is at 5.35X, above its median of 4.84X [20] Investment Outlook - Roblox's growth story is compelling but overshadowed by profitability challenges and reliance on breakout hits, making it less attractive for investors at this time [22] - In contrast, Electronic Arts offers a more balanced profile with established franchises and a strong pipeline, positioning it for steadier long-term performance [23]

NEW YORK, Aug. 22, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On August 14, 2025, Louisi ...

Core Viewpoint - Roblox has faced significant scrutiny due to child safety controversies and shutdown rumors, yet its stock has nearly doubled year-to-date, indicating potential for further growth [1] Stock Ratings and Price Targets - Wolfe Research analyst Shweta Khajuria upgraded Roblox's stock rating from "Peerperform" to "Outperform," with a price target of $150, representing an approximate 28% upside from the current price of $117 [2] - The average target price for Roblox over the next 12 months is $146.74, based on 18 ratings, with the highest projection at $170 and the lowest at $77 [3] Analyst Consensus - Khajuria's price target aligns with the majority view, as nearly all analysts on the platform maintain a "Buy" rating, predicting price levels similar to hers [5] Financial Estimates - The analyst increased Roblox's fiscal 2026 bookings and EBITDA estimates by 7% and 13%, respectively [5] - The market anticipates regional pricing to contribute an additional $318 million in incremental bookings (+5%), while advertising revenue is expected to add about $300 million (+4%) in incremental gross revenue [6]