Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026?

Group 1 - ARK Invest, led by Cathie Wood, is increasing its stake in Roblox (RBLX) across multiple funds, indicating a strategic shift towards long-term innovation themes [1] - Roblox has a market capitalization of $58 billion and operates a user-generated gaming platform that is popular among younger demographics, with a 33% stock price increase over the past year, although it remains 45% below its all-time highs [2] - The platform is seen as having significant potential in the metaverse and digital economy, with efforts to expand its user base beyond children and improve monetization through virtual goods [3] Group 2 - Roblox reported a 70% year-over-year increase in daily active users (DAUs) to 151.5 million in Q3, with bookings also rising 70% to $1.92 billion [5] - Users aged 13 and older now represent two-thirds of total DAUs, with this demographic growing 89% annually, and international expansion has led to a doubling of bookings in the Asia-Pacific region [6] - Management has increased developer exchange rates by 8.5%, which is expected to boost annual creator earnings by $95 million, with total creator payouts surpassing $1 billion in the first nine months of 2025 [7]