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Investor Insights

This summary was created by AI, based on 7 opinions in the last 12 months.

The reviews from different experts suggest that the company Roblox Corporation (RBLX-N) is experiencing strong growth in daily active users, revenues, and engagement hours, with significant potential in Japan and India. It has positive cash flow and is expected to show strong sales growth in the coming years. However, it is still losing money and may not have positive earnings for a year. Overall, the company's last quarter was positive, and there is potential for long-term growth if certain conditions are met.

Consensus
Hold
Valuation
Fair Value
BUY
Roblox Corporation

Just issue strong guidance. Daily active users, revenues, hours engaged were all up sharply. Japan and India show strong growth. Using AI you can speak to other users in other languages. Positive earnings remain a year away, but she likes this company.

Technology
COMMENT
Roblox Corporation

Shares keeping going up and up, but can't recommend it now. The last quarter was pretty good.

Technology
HOLD
Roblox Corporation
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

RBLX is up 42% this year and will probably do well if rates pivot and the market turns back into a 'risk on' mode. It has about $500M net cash ($2.1B cash, $1.6B debt), and does have positive cash flow ($434M in the trailing 12 months, $369M in 2022). Sales are expected to show 50% growth this year and at least 15% in 2024 and 2025. It is still losing money but per share losses are expected to decline ($1.88 this year, then $1.32, $1.11). Insiders own 3.5% and have been minor net sellers in the past six months. We would, today, rate it a HOLD.
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Technology
HOLD
Roblox Corporation
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

RBLX is up 42% this year and will probably do well if rates pivot and the market turns back into a 'risk on' mode. It has about $500M net cash ($2.1B cash, $1.6B debt), and does have positive cash flow ($434M in the trailing 12 months, $369M in 2022). Sales are expected to show 50% growth this year and at least 15% in 2024 and 2025. It is still losing money but per share losses are expected to decline ($1.88 this year, then $1.32, $1.11). Insiders own 3.5% and have been minor net sellers in the past six months. We would, today, rate it a HOLD.
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Technology
HOLD
Roblox Corporation

Their last quarter was the first good one in a while, and the CEO is good. Don't sell it.

Technology
WATCH
Roblox Corporation

Upgraded today. If rates settle, this can hit $37. Don't add until Nov. 8 earnings, but bookings and daily active users are growing 25% YOY. A great long-term platform. May add share after earnings.

Technology
DON'T BUY
Roblox Corporation

Is down 30% this year.  But last quarter, revenue was up 15%, bookings 15%, and average daily user use 25%. But this won't perform until they increase earnings, which she doesn't expect.

Technology
HOLD
Roblox Corporation
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

EPS of -48c was worse than -45c expected; sales were $899M, 2.7% better than expected. 
EBITDA of $183M was 88% better than expected. 
Roblox's inflection in bookings growth, driven by an expanding user base and increased engagement, bodes well for its sales, with the company lapping tough Covid-19 year over year comparisons. 
User gains continue to be aided by content advantage, which seems to be driven by enlargement beyond its core 9-13 year old user group as well as geographic expansion outside the US. 
The company may see positive revisions for its Ebitda and free cash flow amid an acceleration in the top line through 2023, though higher developer fees aimed at boosting content could be an offsetting factor. 
Bookings growth advanced to 22-24%, while hours engaged and daily active users both rose 19% in January, helping drive the number of unique payers on its platform. 
These were surprisingly decent results, with investors focused more on EBITDA and bookings than the earnings miss. 
The 8% short interest is likely covering some today, and we are seeing a fairly big shift in sentiment towards last year's losers right now.  
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Technology
BUY
Roblox Corporation

Likes it. Earnings are coming and the street wants to know their daily active users number. In December, they had 65 million, up 18%, but the average booking for daily users is $7. These shares range between $30-40, so she sells calls close to $40, then closes it out closer to $30. They have cash flow and revenues, but remain in the growth stage.

Technology
DON'T BUY
Roblox Corporation
Not a buyer of company. Issue for company is whether bigger companies are tough competition.
Technology
DON'T BUY
Roblox Corporation
He's been taking shares off the table and holds very little. BOA downgraded it today. He doesn't care if this goes to zero, because he owns so little.
Technology
COMMENT
Roblox Corporation
Once a high-flying growth stock, but hammered by the current market. Last night they reported a disappointing quarter with misses, but investors later saw much better than expected free cash flow and management called March a bottom and are forecasting things to improve going further. Shares rose today. Could this be a bottom?
Technology
DON'T BUY
Roblox Corporation
It's too low to sell. The market changed, wanting companies that make tangible things which Roblox does not do.
Technology
BUY
Roblox Corporation
MS made a buy call today and shares are popping. When Facebook renamed itself to Meta, Roblox enjoyed the halo effect. Unlike FB, Roblox has real metaverse products. Revenues from Q3-2020 to Q3-2021 were up 100% with $500 million in revenues and $170 million in free cash flow. It's a sticky platform that pays outside developers to create content for users. The NFL, Sony and Warner Brothers just entered partnerships with them. She's looking out for this quarter is the effect of the new Squid Game content that got added to Roblox that drove new users. She has sold calls on this name, though, because it's a volatile name, but she also owns it long.
Technology
Showing 1 to 15 of 32 entries

Roblox Corporation(RBLX-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

Stockchase rating for Roblox Corporation is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Roblox Corporation(RBLX-N) Frequently Asked Questions

What is Roblox Corporation stock symbol?

Roblox Corporation is a American stock, trading under the symbol RBLX-N on the New York Stock Exchange (RBLX). It is usually referred to as NYSE:RBLX or RBLX-N

Is Roblox Corporation a buy or a sell?

In the last year, 5 stock analysts published opinions about RBLX-N. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Roblox Corporation.

Is Roblox Corporation a good investment or a top pick?

Roblox Corporation was recommended as a Top Pick by on . Read the latest stock experts ratings for Roblox Corporation.

Why is Roblox Corporation stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Roblox Corporation worth watching?

5 stock analysts on Stockchase covered Roblox Corporation In the last year. It is a trending stock that is worth watching.

What is Roblox Corporation stock price?

On 2024-04-22, Roblox Corporation (RBLX-N) stock closed at a price of $34.96.