Roblox Corporation - Ordinary Shares - Class A

Roblox Corporation - Ordinary Shares - Class A

RBLX

Get informed when a big investor buys or sells

+ Follow
Market Cap$36.89B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Roblox Corporation - Ordinary Shares - Class ARoblox Corporation - Ordinary Shares - Class A-33.5--254%6.711.7

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong Q1 Growth but Lowered Full-Year Guidance: Roblox reported Q1 revenue of $1.4 billion (up 39% YOY) and bookings of $1.7 billion (up 43% YOY). However, the company has revised its full-year revenue growth guidance to 20-25% (down from prior estimates of 22-26%) and bookings growth to 8-12%. This reflects anticipated continued pressure on user acquisition due to recent changes.
Impact of Age Checks on User Engagement: The introduction of age checks in January has led to a decline in Daily Active Users (DAUs) growth, impacting communications and organic sign-ups. While DAU growth was strong at 35% YOY, it has declined from previous high rates, and the company expects short-term challenges as users adapt and the new safety measures come into full effect.
Recognition of DAU Recovery in Q3: Roblox anticipates that DAUs will start growing again in Q3, driven by seasonal trends and upcoming product changes, including improvements in communication features and the rollout of age-based accounts. The company is focusing on driving growth particularly in the 18+ user segment, which has shown higher spending rates.

Exclusive for Stockcircle Pro members

Sign upSign Up
$64.44

Target Price by Analysts

36.8% upsideRoblox Target Price DetailsTarget Price
$32.11

Current Fair Value

31.8% downside

Overvalued by 31.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$36.89 Billion
Enterprise Value$40.76 Billion
Dividend Yield$- (-)
Earnings per Share$-1.54
Beta1.44
Outstanding Shares711,697,000

Return

Return on Equity-253.70%ROE
Return on Assets-11.15%
Return on Invested Capital-32.76%

Valuation & Multiples

P/E Ratio-33.46P/E Ratio
PEG-232.55PEG
Price to Sales6.73Price to Sales
Price to Book Ratio-Price to Book Ratio
Enterprise Value to Revenue7.69
Enterprise Value to EBIT-27.53
Enterprise Value to Net Income-38
Total Debt to Enterprise0.12
Debt to Equity11.69Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$-0.43
Average shareholder expectation
Revenue Estimate
$1.74 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$-0.34
Average shareholder expectation
Revenue Estimate
$1.61 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9465 10.32%
Total Calls14,211,507 26.34%
Total Puts13,450,760 17.32%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %78.77% 1.64%
Total Invested$30.67B 29.61%
Investors Holding891 125.00%

ESG Score

No data

About Roblox Corporation

830 employees

Roblox's mission is to build a human co-experience platform that enables shared experiences among billions of users. Every day, more than 36 million people around the world have fun with friends as they explore millions of immersive digi...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, directly influencing corporate tax structures and the overall tax burden. Its work underpins the tax policies enacted by the Finance Committee, making it directly relevant to Roblox's financial planning and valuation.

Finance

This powerful committee controls taxation and trade. Changes in corporate tax policy (e.g., rates, international taxation) directly impact Roblox's profitability, cash flow, and overall valuation, making it a critical influence on the company's financial health.

Judiciary

This committee oversees antitrust laws and intellectual property. As a major platform reliant on user-generated content, Roblox faces significant IP challenges. Antitrust scrutiny for 'Big Tech' is also a key concern, making this committee directly influential on Roblox's competitive landscape and business model.

Banking, Housing, and Urban Affairs

This committee regulates the entire financial system, including the SEC, which has direct oversight over Roblox as a publicly traded company. Its jurisdiction over cryptocurrency and digital asset regulation is also highly relevant, as Roblox operates a significant virtual economy with its own in-platform currency (Robux).

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, and FTC, directly impacting 'Big Tech' through privacy laws (e.g., COPPA), data security, content moderation, and consumer protection. These regulations are central to Roblox's operations as an online platform with a large user base, including children.