We initiate coverage on Roblox Corporation with a Hold rating ... that is anchored toward historical precedent vs current euphoria. Our 9.10x forward multiple is below RBLX's long-term median ...

Roblox's user growth is accelerating, driven by viral new experiences and strong engagement, with concurrent users up 25-30% YoY in early Q2 2025. Emerging markets like the Philippines and ...

Famed for selling virtual goods, Roblox now allows brands and creators to sell physical items. Roblox's ambition is to capture 10% of the $180 billion global gaming market. Creator studio Twin ...