Recent discussions on X about Roblox Corporation (RBLX) have been ignited by the company’s latest credit rating upgrade to investment grade by S&P Global, signaling confidence in its financial stability. Many users are pointing to the strong balance sheet and potential for cheaper borrowing as positive developments for the company's long-term growth. The buzz reflects a renewed interest in how Roblox might leverage this upgrade to expand its platform and user base.
However, not all chatter is without concern, as some posts on X highlight ongoing issues like insider selling and past allegations around platform safety, which continue to linger in the background. Despite these critiques, there’s a sense of intrigue around whether Roblox can sustain its momentum amidst a mix of optimism and scrutiny. This dynamic conversation keeps the spotlight firmly on RBLX as investors and observers weigh its future potential.
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 212 times in the past 6 months. Of those trades, 0 have been purchases and 212 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 83 sales selling 7,755,612 shares for an estimated $651,770,133.
- GREGORY BASZUCKI has made 0 purchases and 9 sales selling 1,168,650 shares for an estimated $81,330,233.
- ANTHONY P LEE has made 0 purchases and 52 sales selling 428,862 shares for an estimated $44,568,317.
- MANUEL BRONSTEIN (Chief Product Officer) has made 0 purchases and 14 sales selling 314,496 shares for an estimated $24,115,514.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 5 sales selling 232,284 shares for an estimated $21,481,801.
- MICHAEL GUTHRIE (Chief Financial Officer) has made 0 purchases and 12 sales selling 295,782 shares for an estimated $20,444,570.
- 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 11 sales selling 69,021 shares for an estimated $6,199,858.
- 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.
- ANDREA L WONG sold 5,770 shares for an estimated $752,379
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Roblox Corporation Hedge Fund Activity
We have seen 508 institutional investors add shares of Roblox Corporation stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 26,538,338 shares (+684.9%) to their portfolio in Q2 2025, for an estimated $2,791,833,157
- 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
- BLACKROCK, INC. added 4,887,889 shares (+16.4%) to their portfolio in Q2 2025, for an estimated $514,205,922
- CAPITAL WORLD INVESTORS added 4,558,755 shares (+47.7%) to their portfolio in Q2 2025, for an estimated $479,581,026
- MORGAN STANLEY removed 4,254,919 shares (-16.5%) from their portfolio in Q1 2025, for an estimated $248,019,228
- FMR LLC added 4,197,711 shares (+10.6%) to their portfolio in Q1 2025, for an estimated $244,684,574
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:
- BMO Capital issued a "Outperform" rating on 08/01/2025
- Needham issued a "Buy" rating on 08/01/2025
- Wells Fargo issued a "Overweight" rating on 08/01/2025
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- Benchmark issued a "Buy" 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:
- Brian Pitz from BMO Capital set a target price of $150.0 on 08/01/2025
- Bernie McTernan from Needham set a target price of $159.0 on 08/01/2025
- Matthew Cost from Morgan Stanley set a target price of $170.0 on 08/01/2025
- Mike Hickey from Benchmark set a target price of $150.0 on 08/01/2025
- Ken Gawrelski from Wells Fargo set a target price of $153.0 on 08/01/2025
- Alicia Reese from Wedbush set a target price of $165.0 on 08/01/2025
- Ross Sandler from Barclays set a target price of $120.0 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.
