Roblox Corporation $RBLX reported third-quarter 2026 revenue of $1.6 billion, up 15.6% from a year earlier, but the results came in below expectations. Revenue was modestly short of the analyst estimate of $1.7 billion, and the stock fell 10.9% after the market close.
Profitability improved in some areas, with gross profit rising to $466 million, up 48.5% year over year. Even so, the company remained in the red, posting an operating loss of $283 million and a net loss attributable to common shareholders of $227 million.
Key financial highlights included:
Costs remained elevated, with cost of sales at $1.1 billion. The company also reported diluted earnings per share of -$0.32, compared with a smaller loss a year ago, as Roblox continued to balance growth with ongoing losses and a heavy liability base.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Roblox Corporation Insider Trading Activity
Roblox Corporation insiders have traded $RBLX stock on the open market 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by insiders over the last 6 months:
- GREGORY BASZUCKI has made 0 purchases and 30 sales selling 99,996 shares for an estimated $4,501,219.
- DAVID BASZUCKI (President & CEO) has made 0 purchases and 5 sales selling 103,196 shares for an estimated $4,287,844.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 16 sales selling 68,848 shares for an estimated $2,983,431.
- NAVEEN K. CHOPRA (Chief Financial Officer) has made 0 purchases and 4 sales selling 34,372 shares for an estimated $1,428,265.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 5 sales selling 29,260 shares for an estimated $1,215,717.
- SEAN JACK BUCKLEY (Chief People & Systems Officer) has made 0 purchases and 6 sales selling 20,338 shares for an estimated $856,469.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 6 sales selling 8,467 shares for an estimated $345,480.
- ANDREA L WONG sold 562 shares for an estimated $22,979
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Roblox Corporation Hedge Fund Activity
We have seen 391 institutional investors add shares of Roblox Corporation stock to their portfolio, and 446 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 33,104,614 shares (+71.0%) to their portfolio in Q2 2026, for an estimated $1,800,228,909
- CAPITAL INTERNATIONAL INVESTORS removed 13,091,014 shares (-44.9%) from their portfolio in Q2 2026, for an estimated $711,889,341
- LINONIA PARTNERSHIP LP added 12,053,186 shares (+inf%) to their portfolio in Q2 2026, for an estimated $655,452,254
- SRS INVESTMENT MANAGEMENT, LLC added 6,461,768 shares (+97.9%) to their portfolio in Q2 2026, for an estimated $351,390,943
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 5,812,398 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $316,078,203
- AQR CAPITAL MANAGEMENT LLC added 5,243,666 shares (+63.3%) to their portfolio in Q2 2026, for an estimated $285,150,557
- JPMORGAN CHASE & CO added 4,671,877 shares (+inf%) to their portfolio in Q2 2026, for an estimated $254,056,671
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Roblox Corporation Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 5 analysts offer price targets for $RBLX in the last 6 months, with a median target of $56.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $56.0 on 06/30/2026
- Wyatt Swanson from DA Davidson set a target price of $45.0 on 05/22/2026
- Thomas Champion from Piper Sandler set a target price of $50.0 on 05/05/2026
- Jason Bazinet from Citigroup set a target price of $70.0 on 05/04/2026
- Eric Sheridan from Goldman Sachs set a target price of $65.0 on 05/04/2026
