Hello and welcome to Asking for a Trend. I'm Jared Blickery and for the next half hour, we're breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we're going to be diving into. It was a wild week for markets. From a major route driven by tech to the Dow closing above 50,000 for the first time ever.We're digging into the trading action and Roblox shares rallying off the ...

Roblox (RBLX) is hitting a growth spurt, and the company is looking to take its game into the adult world. "We've found that our age-checked 18-and-up segment is growing at over 50% year on year, which is a real great signal for future growth," Roblox CEO David Baszucki told Yahoo Finance's Opening Bid. For years, Roblox has been the digital playground where kids spent weekends — and their parents' money. But the company's latest earnings report suggests that a demographic shift is underway. The platf ...

Roblox Corp. headquarters in San Mateo, California, US, on Tuesday, Feb. 3, 2026.Roblox shares surged as much as 20% in extended trading Thursday after the company reported results for the fourth fiscal quarter that beat consensus estimates.Here's how the gaming company did, compared with estimates from analysts polled by LSEG:Losses per share: 45 cents vs. 48 cents expected by analystsBookings: $2.22 billion vs. $2.05 billion expected by analystsThe company said it expects first quarter bookings to come in ...

Roblox Corp's (NYSE:RBLX) stock is taking hits — but its community isn't logging off.Shares of Roblox remain bruised, down more than 50% over six months and trading near the lower end of their range at around $61, far from the $150 high. Yet the user data is telling a far steadier story than the share price, according to Wedbush analyst Alicia Reese. • Roblox stock is under selling pressure. Why is RBLX stock trading lower?Roblox CCU Growth SteadiesFor the week ending Feb. 1, Roblox's average weekly concurr ...

Roblox's future depends on one question: Can it keep making hits? The platform is getting ready for earnings season with a mixed configuration. Recent breakout titles helped growth, but third-party data reveals that user hours may have declined. That stress has caused Wall Street to splinter. But Bank of America won't back down. In fact, it doubled down on its bullish "hit factory" theory, saying that the market is ignoring Roblox's deeper evolution. And with new experiences coming out quickly, the story ...

Group 1 - Roblox Corporation (NYSE:RBLX) is recognized as one of the top 10 new stocks to buy in Ray Dalio's portfolio [1] - BMO Capital has reaffirmed an Outperform rating and a price target of $155 for Roblox, driven by the release of a new game titled "Escape Tsunami For Brainrots!" which aims to leverage the success of another game, "Steal a Brainrot" [1] - Wells Fargo has reduced its price target for Roblox from $141 to $107 while maintaining an Overweight rating, citing a decrease in growth estimates for 2026 bookings from 31% to 21% year-over-year [2] Group 2 - Roblox operates an interactive entertainment platform that allows users to create, share, and experience 3D virtual worlds and games [3] - The company is expected to provide guidance for bookings between $7,850 million and $8,000 million for the fiscal year, indicating a growth of 19%-21% [2]

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]

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 Viewpoint - Roblox Corp. is facing a lawsuit from Texas Attorney General Ken Paxton, who accuses the company of neglecting safety laws and misleading parents regarding risks to young users [1][2]. Group 1: Legal Issues - The lawsuit from Texas follows similar actions from attorneys general in Kentucky and Louisiana, as well as private plaintiffs, alleging that Roblox's platform has become a haven for child predators and sexual exploitation [3]. - In July, a lawsuit was filed against Roblox and Discord for allegedly enabling the sexual exploitation of a minor [3]. Group 2: Company Response and Safety Measures - In response to the lawsuit, Roblox stated that protecting children is a top priority and that the company invests significantly in advanced safety technology, including machine learning and human moderation teams working 24/7 to detect inappropriate content and behavior [4]. Group 3: Financial Performance and User Statistics - Roblox reported an average of 151.5 million daily active users in the third quarter, with approximately 40% of these users being under the age of 13 [5]. - The company's financial performance has been strong, with positive quarterly results in October that impressed investors, although there is a cautious outlook for 2026 [4]. Group 4: Investor Sentiment - Investor Ross Gerber has criticized Roblox for unethical practices and has called for a leadership overhaul, with the current lawsuit intensifying pressure on the company to address these concerns [5]. - Year-to-date, Roblox stock has gained 72.13%, but it slid 0.94% to close at $101.28 on Thursday [6].

Core Insights - Roblox Corporation (NYSE:RBLX) is a significant player in the online gaming industry, allowing users to create and play games, competing with major companies like Epic Games and Unity [1] - Canaccord Genuity has set a price target of $160 for RBLX, indicating a potential upside of 41.56% from its current trading price of $113.03 [1][6] Financial Performance - Roblox reported a net loss of $257.4 million in the third quarter, an increase from the previous year's loss of $240.4 million, but exceeded earnings expectations with a loss per share of $0.37, better than the anticipated $0.49 loss per share [2][6] - The company's revenue for the third quarter reached $1.92 billion, surpassing the expected $1.68 billion, demonstrating strong revenue growth despite rising costs [3][6] Cost Structure - The cost of revenue increased by 45% to $296.5 million, driven by higher infrastructure and trust-and-safety expenses, while personnel expenses, excluding stock-based compensation, rose by 24% to $250.4 million [3] - Investments in third-party cloud infrastructure to support more concurrent players are contributing to rising costs, as the company aims to enhance user engagement [4][6] Market Activity - The stock has fluctuated between $111.87 and $126.28, with a market capitalization of approximately $78.33 billion [4] - Over the past year, RBLX has experienced a high of $150.59 and a low of $47.95, indicating its volatile nature, with a trading volume of 27.71 million shares [5]