We came across a bullish thesis on Roblox Corporation (RBLX) on SuperJoost’s Substack In this article, we will summarize the ...

During the Roblox Developers Conference 2024 keynote, CEO David Baszucki revealed Roblox's future plans, including a big push in the area of generative AI, support for Parties, and an updated ...

Roblox has built a compelling ecosystem and revenue model around user-created games. The stock has risen more than 160% over the last year. Roblox's millionaire-maker status may come down to its ...

Roblox announced Monday that it’s launching the first iteration of its 3D model, dubbed “Cube,” to allow creators to create 3D objects using generative AI.

Most notably, Roblox is adding more ways for creators to earn money through their experiences, and the company is unveiling a project that will power generative AI creation on the platform.

So, while there are still lingering issues -- for example, Roblox remained in the red in the first quarter of 2025 -- investors are getting more comfortable with the company's business model and ...

Roblox Corporation (NYSE:RBLX) has thrived since I last wrote about the company, with robust growth and improving cash flows driving the stock over 80% higher.Most of this has come in the past six ...

Roblox thrives with 20-30% growth & 85.3M daily users but faces challenges from GTA 6 & overvaluation. ... The DCF model indicates RBLX is overvalued by 26%, ...

The game’s success also speaks to Roblox’s unique business model. The company relies on independent developers who make games using its tools and publish them on the platform.