Recent discussions on X about Roblox Corporation (RBLX) have ignited with fervor following the company's latest quarterly results and analyst updates. Many users are buzzing about the impressive 51% year-over-year increase in Q2 bookings, with some expressing excitement over the viral success of initiatives like 'Grow a Garden' that reportedly drove record user engagement. However, there’s a lingering concern among some posters about the sustainability of this growth as tougher comparisons loom in the second half of the year.
Adding to the conversation, posts on X highlight a mix of optimism and caution regarding analyst price target hikes, with several major firms raising their expectations for RBLX stock. Yet, there are also murmurs of unease over ongoing net losses and potential safety concerns tied to the platform, which some fear could impact long-term momentum. The dialogue reflects a community grappling with both the promise of innovation and the weight of unresolved challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Roblox Corporation Insider Trading Activity
Roblox Corporation insiders have traded $RBLX stock on the open market 197 times in the past 6 months. Of those trades, 0 have been purchases and 197 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by insiders over the last 6 months:
- DAVID BASZUCKI (President & CEO) has made 0 purchases and 81 sales selling 7,740,252 shares for an estimated $650,718,571.
- GREGORY BASZUCKI has made 0 purchases and 9 sales selling 1,168,650 shares for an estimated $81,330,233.
- MANUEL BRONSTEIN (Chief Product Officer) has made 0 purchases and 15 sales selling 340,645 shares for an estimated $25,839,782.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 6 sales selling 251,809 shares for an estimated $22,769,358.
- MICHAEL GUTHRIE (Chief Financial Officer) has made 0 purchases and 13 sales selling 321,936 shares for an estimated $22,169,243.
- ANTHONY P LEE has made 0 purchases and 38 sales selling 251,750 shares for an estimated $21,473,200.
- CHRISTOPHER CARVALHO has made 0 purchases and 12 sales selling 116,866 shares for an estimated $10,204,101.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 10 sales selling 63,021 shares for an estimated $5,397,838.
- ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 8 sales selling 62,118 shares for an estimated $4,179,713.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 5 sales selling 38,477 shares for an estimated $3,037,157.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Roblox Corporation Hedge Fund Activity
We have seen 442 institutional investors add shares of Roblox Corporation stock to their portfolio, and 349 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 9,544,141 shares (+137089.1%) to their portfolio in Q1 2025, for an estimated $556,327,978
- DRAGONEER INVESTMENT GROUP, LLC removed 8,346,341 shares (-82.6%) from their portfolio in Q1 2025, for an estimated $486,508,216
- AQR CAPITAL MANAGEMENT LLC added 6,007,322 shares (+217.4%) to their portfolio in Q1 2025, for an estimated $350,166,799
- ALTOS VENTURES MANAGEMENT, INC. removed 4,959,880 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $521,779,376
- MARSHALL WACE, LLP added 4,564,124 shares (+212.6%) to their portfolio in Q1 2025, for an estimated $266,042,787
- VANGUARD GROUP INC added 4,400,624 shares (+8.3%) to their portfolio in Q1 2025, for an estimated $256,512,372
- MORGAN STANLEY removed 4,254,919 shares (-16.5%) from their portfolio in Q1 2025, for an estimated $248,019,228
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Roblox Corporation Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- Benchmark issued a "Buy" rating on 08/01/2025
- Needham issued a "Buy" rating on 08/01/2025
- BMO Capital issued a "Outperform" rating on 08/01/2025
- Wells Fargo issued a "Overweight" rating on 08/01/2025
- Canaccord Genuity issued a "Buy" rating on 07/31/2025
- Wedbush issued a "Outperform" rating on 07/25/2025
To track analyst ratings and price targets for Roblox Corporation, check out Quiver Quantitative's $RBLX forecast page.
Roblox Corporation Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 19 analysts offer price targets for $RBLX in the last 6 months, with a median target of $130.0.
Here are some recent targets:
- Matthew Cost from Morgan Stanley set a target price of $170.0 on 08/01/2025
- Ken Gawrelski from Wells Fargo set a target price of $153.0 on 08/01/2025
- Ross Sandler from Barclays set a target price of $120.0 on 08/01/2025
- Brian Pitz from BMO Capital set a target price of $150.0 on 08/01/2025
- Mike Hickey from Benchmark set a target price of $150.0 on 08/01/2025
- Alicia Reese from Wedbush set a target price of $165.0 on 08/01/2025
- Bernie McTernan from Needham set a target price of $159.0 on 08/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
