Several dozen people protested on Sunday in the Siberian city of Tomsk against Russia's ban on U.S. children's gaming platform Roblox , a rare show of public dissent as popular irritation over the ban gains some momentum.
Roblox (RBLX) closed at $88.51 in the latest trading session, marking a -6.18% move from the prior day.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Russia has blocked access to the U.S. children's gaming platform Roblox , accusing it of distributing extremist materials and "LGBT propaganda".
U's improving profitability and expanding tech stack contrast with RBLX's rapid growth but tightening margins in a compelling metaverse face-off.
RBLX tumbles on margin worries despite surging users and bookings, raising questions about near-term growth and valuation.
This week the company announced that it would require users to undergo an A.I.-powered age estimation process in order to chat with others on the platform.
Roblox hits record users and engagement but signals 2026 margin pressure as heavy spending on developers, safety and infrastructure rises.
Online gaming giant Roblox has just announced it will start checking users' ages from early December in an attempt to stop children and teenagers talking with adults.
Roblox delivered a stellar Q3 with robust user engagement, 48% revenue growth, and strong free cash flow generation. Despite robust Q3 results, RBLX issued soft Q4 guidance, forecasting slower revenue growth, widening losses, and significant CAPEX increases. The company continues to expand genres and sees strong APAC growth, but faces potential regulatory risks as content safety is probed.
Roblox's prior bull trap conjecture has played out as expected, as the market reacts poorly to the management's guidance of higher developer exchange fees and capex trends. At a time when AI is supposed to deliver productivity growth and richer monetization, it is apparent that the same has not been observed in its bottom-line performance. With the high double-digit booking growth and the triple-digit operating cash flow growth negated by the inflated expenses, I can understand why RBLX has had a double-digit meltdown.
Roblox is upgraded to a "Buy" after a 25% stock pullback and a strong Q3 beat-and-raise performance. RBLX is accelerating growth in DAUs, bookings, and payers, with international expansion and increased engagement among users over 13. The company raised its full-year bookings outlook to over 50% y/y growth (versus a mid-30% growth rate expected previously), with FCF margins and growth also exceeding expectations.