Roblox (RBLX) stock has decreased by 22.3% in less than a month, dropping from $138.56 on 10/15/2025 to $107.66 currently. The sell-off comes after the company's recent Q3 earnings, which showed significant revenue and user growth, but also a large net loss compared to last year.
If the analyst responses to the Q3 earnings results serve as a guide, the Q3 pullback in Roblox's NYSE: RBLX stock presents a compelling buying opportunity. Analyst revisions tracked by MarketBeat reveal a mixed response, to be sure, including a few price target reductions.
Strong growth in daily users and top-line growth has more than doubled Roblox stock this year. The viral success of the game “Grow a Garden” contributed significantly to Roblox's second-quarter growth.
Wedbush analysts believe Roblox Corp (NYSE:RBLX) is the most compelling growth opportunity in the video game sector. In a note to clients on Friday, the analysts cited the company's recent hit games driving “massive” platform growth, its slate of new and upcoming products and investments, and the potential to unlock additional profit drivers within its business as it continues to expand as reasons for their optimism.
Roblox Corporation ( RBLX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Stefanie Notaney - Senior Director of Financial & Corporate Communications David Baszucki - Founder, President, CEO & Chairman of the Board Naveen Chopra - Chief Financial Officer Conference Call Participants Matthew Cost - Morgan Stanley, Research Division Brian Pitz - BMO Capital Markets Equity Research Eric Sheridan - Goldman Sachs Group, Inc., Research Division Jason Bazinet - Citigroup Inc., Research Division Cory Carpenter - JPMorgan Chase & Co, Research Division Kenneth Gawrelski - Wells Fargo Securities, LLC, Research Division Benjamin Black - Deutsche Bank AG, Research Division Omar Dessouky - BofA Securities, Research Division William Lampen - BTIG, LLC, Research Division Presentation Operator Good morning. My name is Kate.
Roblox Corp (NYSE:RBLX) shares fell about 10% following the company's third quarter earnings report, as investors met higher costs with caution, despite strong revenue growth and better-than-expected earnings. The video-game platform reported a net loss of $257.4 million for Q3, widening from a $240.4 million loss a year earlier.
While the top- and bottom-line numbers for Roblox (RBLX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Roblox (RBLX) came out with a quarterly loss of $0.37 per share versus the Zacks Consensus Estimate of a loss of $0.53. This compares to a loss of $0.37 per share a year ago.
Roblox reported a revenue miss when it announced Q3 earnings. But average daily active users were 151.5 million, a 70% year-over-year increase.
Roblox posted a wider third-quarter loss but boosted its revenue forecast for the year as a pair of videogaming crazes generated robust top-line growth.
Roblox raised its annual bookings forecast for the third time this year on the back of strong in-game spending on viral titles such as "Steal a Brainrot" that also helped it surpass 150 million daily active users.
RBLX heads into third-quarter earnings with strong user engagement, viral hits and expanding partnerships poised to drive robust revenue growth.