We initiate coverage on Roblox Corporation with a Hold rating, reflecting a balance between robust user and engagement growth, offset by consensus revenue expectations that we view as overextended.

Roblox reported a 51% year-over-year increase in bookings in its second quarter 2025, suggesting heightened user engagement and monetization effectiveness. Since its first quarter 2025 earnings report ...

Roblox Corporation RBLX has experienced a significant 11.3% year-to-date decline compared with a 0.8% decline in the broader Zacks Consumer Discretionary sector, prompting investors to reassess their ...