Recent discussions on X about Roblox Corporation (RBLX) have centered around concerns over slowing growth in key markets, particularly in the U.S. and Europe. Many users have pointed to analyst reports highlighting a deceleration in bookings growth, attributing it to seasonal factors like the back-to-school period, which has led to a notable drop in the stock price. The conversation has sparked intense debate, with some expressing frustration over what they see as an overreaction to temporary headwinds.
Despite the downturn, there are voices on X maintaining a more optimistic outlook, referencing recent analyst upgrades and raised price targets as reasons to remain confident in Roblox's long-term potential. Engagement metrics and platform strength continue to be cited as positive indicators amidst the uncertainty. This mix of concern and cautious hope keeps the dialogue around RBLX dynamic and closely watched by investors.
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 227 times in the past 6 months. Of those trades, 0 have been purchases and 227 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 76 sales selling 7,453,856 shares for an estimated $633,076,600.
- GREGORY BASZUCKI has made 0 purchases and 2 sales selling 973,875 shares for an estimated $70,228,091.
- ANTHONY P LEE has made 0 purchases and 85 sales selling 560,862 shares for an estimated $61,667,202.
- MANUEL BRONSTEIN (Chief Product Officer) has made 0 purchases and 14 sales selling 276,676 shares for an estimated $23,163,234.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 8 sales selling 231,672 shares for an estimated $22,335,208.
- MICHAEL GUTHRIE (Chief Financial Officer) has made 0 purchases and 5 sales selling 124,168 shares for an estimated $10,115,201.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 17 sales selling 95,229 shares for an estimated $9,849,835.
- CHRISTOPHER CARVALHO has made 0 purchases and 6 sales selling 90,895 shares for an estimated $8,593,668.
- ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 6 sales selling 41,146 shares for an estimated $4,080,202.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 7 sales selling 36,486 shares for an estimated $3,285,398.
- 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 542 institutional investors add shares of Roblox Corporation stock to their portfolio, and 304 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
- FMR LLC added 5,652,582 shares (+12.9%) to their portfolio in Q2 2025, for an estimated $594,651,626
- 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
- VALUEACT HOLDINGS, L.P. removed 4,032,900 shares (-46.0%) from their portfolio in Q2 2025, for an estimated $424,261,080
- HMI CAPITAL MANAGEMENT, L.P. removed 3,422,004 shares (-86.9%) from their portfolio in Q2 2025, for an estimated $359,994,820
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:
- Wells Fargo issued a "Overweight" rating on 10/03/2025
- JP Morgan issued a "Overweight" rating on 09/22/2025
- BTIG issued a "Buy" rating on 09/09/2025
- B of A Securities issued a "Buy" rating on 09/08/2025
- Wedbush issued a "Outperform" rating on 09/08/2025
- Benchmark issued a "Buy" rating on 08/01/2025
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
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 $155.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $155.0 on 10/03/2025
- Brian Pitz from BMO Capital set a target price of $160.0 on 10/02/2025
- Thomas Champion from Piper Sandler set a target price of $180.0 on 09/24/2025
- Cory Carpenter from JP Morgan set a target price of $160.0 on 09/22/2025
- Clark Lampen from BTIG set a target price of $173.0 on 09/09/2025
- Alicia Reese from Wedbush set a target price of $165.0 on 09/08/2025
- Omar Dessouky from B of A Securities set a target price of $171.0 on 09/08/2025
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.
