Earnings anticipation mounts: Social media chatter centers on Roblox's Q1 earnings release today, with users emphasizing the platform's expanding creator economy. Discussions highlight how experiences beyond the top 10 accounted for over half of recent bookings growth, signaling a shift from reliance on viral hits. Many express optimism about sustained long-tail engagement amid robust creator payouts totaling $1.5 billion last year.
Analyst targets diverge: Traders note conflicting price target adjustments, including Goldman Sachs maintaining a buy rating at $125 while Wedbush cut theirs to $90. Conversations reflect concerns over increased spending to fuel growth despite revenue rising $1.4 billion year-over-year. Daily active users surged 69%, yet the stock's pullback to the $50s underscores market skepticism.
Platform evolution eyed: Broader talks touch on Roblox's technical strides like prototyping photorealistic 'Roblox Reality,' potentially bolstering competitiveness. Watchlists frequently include the ticker alongside tech peers, with focus on bookings as a leading indicator over GAAP revenue. Sentiment leans toward potential upside if long-tail trends persist.
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 109 times in the past 6 months. Of those trades, 0 have been purchases and 109 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 25 sales selling 483,541 shares for an estimated $38,568,061.
- ANTHONY P LEE has made 0 purchases and 24 sales selling 139,000 shares for an estimated $13,553,918.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 14 sales selling 149,342 shares for an estimated $10,319,045.
- ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 12 sales selling 138,220 shares for an estimated $9,950,586.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 15 sales selling 91,453 shares for an estimated $7,184,151.
- NAVEEN K. CHOPRA (Chief Financial Officer) has made 0 purchases and 8 sales selling 32,138 shares for an estimated $2,633,136.
- GREGORY BASZUCKI has made 0 purchases and 4 sales selling 16,666 shares for an estimated $965,840.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 7 sales selling 5,593 shares for an estimated $433,320.
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.
Roblox Revenue
Roblox had revenues of $1.4B in Q4 2025. This is an increase of 43.19% from the same period in the prior year.
You can track RBLX financials on Quiver Quantitative's RBLX stock page.
Roblox Congressional Stock Trading
Members of Congress have traded $RBLX stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 11/07 and 1 sale worth up to $15,000 on 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Roblox Hedge Fund Activity
We have seen 439 institutional investors add shares of Roblox stock to their portfolio, and 577 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 6,925,009 shares (-73.9%) from their portfolio in Q4 2025, for an estimated $561,133,479
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,878,554 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $395,309,230
- TWO SIGMA ADVISERS, LP added 3,612,341 shares (+124.8%) to their portfolio in Q4 2025, for an estimated $292,707,991
- SRS INVESTMENT MANAGEMENT, LLC added 2,937,990 shares (+inf%) to their portfolio in Q4 2025, for an estimated $238,065,329
- QUBE RESEARCH & TECHNOLOGIES LTD added 2,651,920 shares (+149.0%) to their portfolio in Q4 2025, for an estimated $214,885,077
- DURABLE CAPITAL PARTNERS LP removed 2,367,252 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $191,818,429
- CAPITAL INTERNATIONAL INVESTORS added 2,184,439 shares (+7.3%) to their portfolio in Q4 2025, for an estimated $177,005,092
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.
Roblox Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 02/09/2026
- Wedbush issued a "Outperform" rating on 01/30/2026
- BTIG issued a "Buy" rating on 01/28/2026
- Macquarie issued a "Outperform" rating on 11/04/2025
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 19 analysts offer price targets for $RBLX in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $125.0 on 04/22/2026
- Clark Lampen from BTIG set a target price of $122.0 on 04/13/2026
- Ken Gawrelski from Wells Fargo set a target price of $78.0 on 04/06/2026
- Jason Bazinet from Citigroup set a target price of $90.0 on 03/30/2026
- Franco Granda from DA Davidson set a target price of $65.0 on 03/04/2026
- Eric Handler from Roth Capital set a target price of $84.0 on 02/09/2026
- Ross Sandler from Barclays set a target price of $115.0 on 02/09/2026
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.
