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Roblox Corporation's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $30.0B |
|---|
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.23B | $2.80B | $3.60B | $4.89B | +30.0% |
| Gross profit | $1.68B | $2.15B | $2.80B | $3.82B | +31.5% |
| Operating income | $-891.9M | $-1.12B | $-896.7M | $-1.03B | — |
| Net income | $-924.4M | $-1.15B | $-935.4M | $-1.07B | — |
| EPS (diluted) | $-1.55 | $-1.87 | $-1.44 | $-1.54 | — |
| EBITDA | $-761.9M | $-911.0M | $-670.3M | $-802.2M | — |
| R&D | $873.5M | $1.25B | $1.44B | $1.57B | +21.5% |
| SG&A | $414.8M | $536.5M | $581.7M | $826.3M | +25.8% |
Recent company headlines from major financial publishers.
Successful penetration into older demographics and lucrative brand advertising scales revenue dramatically without proportionally increasing R&D. Developer rev-share stabilizes, leading to robust software-like operating margins and significant per-share free cash flow generation.
Roblox operates a uniquely dominant immersive metaverse and gaming platform exhibiting extreme top-line revenue momentum. Value realization requires successfully aging up the core demographic, introducing high-margin immersive advertising, and achieving structural operating leverage over fixed infrastructure costs.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 7.8% | $119 | $131 | $144 | $161 | $178 |
| 8.8% | $102 | $110 | $119 | $131 | $144 |
| 9.8% | $88.9 | $95.0 | $102 | $110 | $119 |
| 10.8% | $78.8 | $83.6 | $88.9 | $95.0 | $102 |
| 11.8% | $70.8 | $74.6 | $78.8 | $83.6 | $88.9 |
Upcoming earnings date and setup when available.
每月发布的研究版本所给出的评级。评级比较分析日的价格与公允价值,并不记录判断是否正确。
| 年份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |