Stock plunge dominates: Market participants on social media have focused on Roblox shares’ steep drop of around 70 percent over the past year, which erased tens of billions in market capitalization following a downward revision to full-year guidance.
Guidance and monetization concerns: Commentary centers on the impact of mandatory age-verification measures that slowed user growth and a shift away from high-monetizing viral titles toward lower-yielding experiences, even as daily active users rose sharply to 132 million.
Financial resilience noted: Observers have pointed to robust revenue expansion, record bookings, and healthy free cash flow generation alongside a substantial cash reserve, underscoring ongoing platform momentum despite the recent earnings shortfall.
Note: This discussion summary was generated from an AI condensation of post data.
Roblox Insider Trading Activity
Roblox insiders have traded $RBLX stock on the open market 68 times in the past 6 months. Of those trades, 0 have been purchases and 68 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by insiders over the last 6 months:
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 14 sales selling 129,064 shares for an estimated $7,519,656.
- GREGORY BASZUCKI has made 0 purchases and 26 sales selling 83,330 shares for an estimated $4,078,175.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 8 sales selling 42,908 shares for an estimated $2,359,943.
- DAVID BASZUCKI (President & CEO) has made 0 purchases and 3 sales selling 50,628 shares for an estimated $2,292,445.
- NAVEEN K. CHOPRA (Chief Financial Officer) has made 0 purchases and 5 sales selling 29,577 shares for an estimated $1,546,951.
- ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 3 sales selling 21,413 shares for an estimated $1,319,234.
- SEAN JACK BUCKLEY (Chief People & Systems Officer) has made 0 purchases and 3 sales selling 10,410 shares for an estimated $476,432.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 6 sales selling 6,120 shares for an estimated $325,804.
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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Roblox Revenue
Roblox had revenues of $1.5B in Q2 2026. This is an increase of 35.93% from the same period in the prior year.
You can track RBLX financials on Quiver Quantitative’s RBLX stock page.
You can access data on RBLX stock through the Quiver Quantitative API.
Roblox Hedge Fund Activity
We have seen 368 institutional investors add shares of Roblox stock to their portfolio, and 580 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 33,104,614 shares (+71.0%) to their portfolio in Q2 2026, for an estimated $1,800,228,909
- PRICE T ROWE ASSOCIATES INC /MD/ added 15,220,591 shares (+390.6%) to their portfolio in Q1 2026, for an estimated $860,876,626
- CAPITAL INTERNATIONAL INVESTORS removed 13,091,014 shares (-44.9%) from their portfolio in Q2 2026, for an estimated $711,889,341
- TWO SIGMA INVESTMENTS, LP added 9,036,696 shares (+300.5%) to their portfolio in Q1 2026, for an estimated $511,115,525
- SRS INVESTMENT MANAGEMENT, LLC added 6,461,768 shares (+97.9%) to their portfolio in Q2 2026, for an estimated $351,390,943
- JPMORGAN CHASE & CO added 4,671,877 shares (+inf%) to their portfolio in Q2 2026, for an estimated $254,056,671
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 3,520,058 shares (+153.6%) to their portfolio in Q1 2026, for an estimated $199,094,480
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Roblox Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a “Buy” rating on 05/01/2026
To track analyst ratings and price targets for Roblox, check out Quiver Quantitative’s $RBLX forecast page.
Roblox Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 15 analysts offer price targets for $RBLX in the last 6 months, with a median target of $60.0.
- Ken Gawrelski from Wells Fargo set a target price of $56.0 on 06/30/2026
- Wyatt Swanson from DA Davidson set a target price of $45.0 on 05/22/2026
- Thomas Champion from Piper Sandler set a target price of $50.0 on 05/05/2026
- Jason Bazinet from Citigroup set a target price of $70.0 on 05/04/2026
- Eric Sheridan from Goldman Sachs set a target price of $65.0 on 05/04/2026
- Doug Creutz from TD Cowen set a target price of $49.0 on 05/01/2026
- Aaron Lee from Macquarie set a target price of $80.0 on 05/01/2026
This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
