Roblox (NYSE:RBLX) Upgraded to Hold at TD Cowen

Roblox (NYSE:RBLX) was upgraded by analysts at TD Cowen from a “sell” rating to a “hold” rating in a report released on Friday, Marketbeat.com reports.

RBLX has been the subject of a number of other research reports. Wells Fargo & Company dropped their price objective on Roblox from $97.00 to $78.00 and set an “overweight” rating for the company in a report on Monday, April 6th. Needham & Company LLC lowered their price target on Roblox from $159.00 to $105.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Morgan Stanley cut their price target on shares of Roblox from $155.00 to $140.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Deutsche Bank Aktiengesellschaft set a $115.00 price objective on shares of Roblox in a research note on Tuesday, January 20th. Finally, Citigroup lowered their target price on shares of Roblox from $105.00 to $90.00 and set a “buy” rating for the company in a research note on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $108.24.

Roblox Price Performance

Shares of RBLX stock opened at $55.43 on Friday. The firm’s 50 day moving average price is $59.46 and its two-hundred day moving average price is $80.23. The company has a debt-to-equity ratio of 2.65, a quick ratio of 0.96 and a current ratio of 0.96. Roblox has a 52-week low of $51.23 and a 52-week high of $150.59. The stock has a market cap of $37.07 billion, a PE ratio of -35.76 and a beta of 1.67.

Roblox (NYSE:RBLX) last issued its earnings results on Thursday, April 30th. The company reported ($0.35) EPS for the quarter, beating the consensus estimate of ($0.41) by $0.06. The company had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.74 billion. Roblox had a negative net margin of 21.78% and a negative return on equity of 304.42%. The business’s revenue for the quarter was up 43.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.32) EPS. As a group, analysts forecast that Roblox will post -1.6 EPS for the current year.

Insider Activity at Roblox

In other news, insider Arvind Chakravarthy sold 40,646 shares of Roblox stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $67.23, for a total transaction of $2,732,630.58. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO David Baszucki sold 10,834 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $61.63, for a total value of $667,699.42. Following the completion of the transaction, the chief executive officer owned 800,539 shares of the company’s stock, valued at $49,337,218.57. This represents a 1.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 551,996 shares of company stock valued at $38,421,146 over the last 90 days. Insiders own 12.92% of the company’s stock.

Institutional Investors Weigh In On Roblox

Large investors have recently made changes to their positions in the stock. Reyes Financial Architecture Inc. raised its holdings in shares of Roblox by 164.4% during the fourth quarter. Reyes Financial Architecture Inc. now owns 312 shares of the company’s stock worth $25,000 after acquiring an additional 194 shares during the period. Hanson & Doremus Investment Management acquired a new position in Roblox in the 1st quarter worth $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Roblox in the 3rd quarter worth $26,000. Fideuram Asset Management Ireland dac bought a new position in Roblox during the 4th quarter worth about $27,000. Finally, GW&K Investment Management LLC raised its stake in shares of Roblox by 76.3% in the 4th quarter. GW&K Investment Management LLC now owns 372 shares of the company’s stock valued at $30,000 after purchasing an additional 161 shares during the period. Institutional investors own 94.46% of the company’s stock.

Trending Headlines about Roblox

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Q1 results showed improvement vs. last year: Roblox posted a smaller-than-expected loss and revenue was up substantially year-over-year, underscoring continued platform scale. Roblox (RBLX) Reports Q1 Loss, Tops Revenue Estimates
• Neutral Sentiment: Regulatory/compliance activity: Roblox said it is implementing control measures to comply with Indonesia’s social media rules for users under 16 — this is operationally relevant but not an immediate earnings surprise. Roblox announces control measures to comply with Indonesia’s social media curb
• Neutral Sentiment: Full earnings call transcript and slides are available for deeper read-through of management’s explanation of user trends, safety investments and margin outlook. Review the call for color on timing of user?recovery assumptions. Roblox Corporation (RBLX) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Guidance cut: management sharply trimmed annual bookings/revenue expectations and lowered Q2 revenue guidance, citing the impact of new safety features and age verification that have reduced user communication and slowed new-user growth — the primary driver of the selloff. Roblox slashes annual bookings forecast as new safety features take their toll
• Negative Sentiment: Market reaction and analyst concerns: media and markets coverage notes the reduced outlook is below Street expectations and flagged slower user monetization, which prompted a sharp intraday/after?hours decline in the stock. Roblox Cuts Outlook as Safety Efforts Weigh on First-Quarter Results
• Negative Sentiment: Reputational/legal risk: a media report about an alleged safety failure and a lawsuit was published, which could add regulatory, litigation or PR pressure for the company. Roblox allowed predator to pay Uber driver $1K to abduct teen girl who was sexually assaulted, locked in a room: lawsuit

Roblox Company Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.