Recent discussions on X about Roblox (RBLX) have been buzzing with excitement following a series of analyst upgrades and reports of soaring stock prices. Many users are highlighting the company's impressive growth metrics, such as record daily active users nearing 100 million and significant year-over-year increases in bookings. The stock's recent surge, with some noting gains of over 90% year-to-date, has fueled optimistic chatter about the platform's future potential.
Additionally, conversations on X have focused on Roblox's innovative creator economy, with reports of game developers earning substantial sums sparking interest in the platform's monetization strategies. Several posts emphasize the company's advancements in AI tools and licensing platforms as key drivers of future growth. The tone across these discussions reflects a strong belief in Roblox's ongoing momentum in the gaming and metaverse space.
Note: This discussion summary was generated from an AI condensation of post data.
Roblox Insider Trading Activity
Roblox insiders have traded $RBLX stock on the open market 208 times in the past 6 months. Of those trades, 0 have been purchases and 208 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 89 sales selling 8,070,446 shares for an estimated $674,374,927.
- GREGORY BASZUCKI has made 0 purchases and 11 sales selling 1,194,650 shares for an estimated $83,043,247.
- 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 8 sales selling 275,809 shares for an estimated $24,350,706.
- 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 9 sales selling 57,021 shares for an estimated $4,686,778.
- 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 Hedge Fund Activity
We have seen 406 institutional investors add shares of Roblox stock to their portfolio, and 323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WEALTHFRONT ADVISERS LLC removed 17,310,718 shares (-99.9%) from their portfolio in Q1 2025, for an estimated $1,009,041,752
- ALTOS VENTURES MANAGEMENT, INC. removed 9,919,760 shares (-66.2%) from their portfolio in Q1 2025, for an estimated $578,222,810
- 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
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Roblox Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/16/2025
- Citigroup issued a "Buy" rating on 07/11/2025
- BTIG issued a "Buy" rating on 07/01/2025
- Wells Fargo issued a "Overweight" rating on 06/27/2025
- Oppenheimer issued a "Outperform" rating on 06/18/2025
- Wedbush issued a "Outperform" rating on 06/12/2025
- B of A Securities issued a "Buy" rating on 06/05/2025
To track analyst ratings and price targets for Roblox, check out Quiver Quantitative's $RBLX forecast page.
Roblox Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 17 analysts offer price targets for $RBLX in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Cory Carpenter from JP Morgan set a target price of $125.0 on 07/16/2025
- Jason Bazinet from Citigroup set a target price of $123.0 on 07/11/2025
- Clark Lampen from BTIG set a target price of $124.0 on 07/01/2025
- Ken Gawrelski from Wells Fargo set a target price of $116.0 on 06/27/2025
- Martin Yang from Oppenheimer set a target price of $125.0 on 06/18/2025
- Michael Pachter from Wedbush set a target price of $110.0 on 06/12/2025
- Omar Dessouky from B of A Securities set a target price of $103.0 on 06/05/2025
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.
