ROBLOX CORPORATION (RBLX)
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-10-30
$42.99-18.05%
Close 2026-10-30 · 1-day change
NYSECommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-10-30
Research Workspace
Put RBLX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 32% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 46%, softest on returns on capital.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 69% in its worst 12-month stretch.
View RiskRBLX depends on AI-powered platform growth and expanding older users to support its price. Revenue growth slowed from 36% to 16% year over year; Q3 earnings beat. It trades at 5.2× sales versus peers at 1.0× and its history at 6.3×. The price reflects less growth than our forecast. Q4 bookings are expected to fall 10%-15% year over year, raising investment-return risk. Our model puts the next-quarter miss probability near 27%. Peer multiples imply a price about 8% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. RBLX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 35 analysts currently covering RBLX (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for RBLX in the last 4 months.
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Compare RBLX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RBLX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Home Entertainment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RBLX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Advance AI-powered creation and platform capabilities
Sharp bookings decline outlook and heavy AI CapEx pressure growth and raise investment-return risk.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $42.99
The last 12 months of price, then the range of analyst 12-month targets from today’s $42.99.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Threatens: Achieve revenue growth of 20% to 25% in 2026
User growth and guidance miss expectations, putting the 2026 revenue growth objective at risk.
Threatens: Expand older user base and novel game content
Concerns about viral game impact on user engagement.
Threatens: Expand older user base and novel game content
User growth concerns threaten expansion of older user base.
Threatens: Achieve revenue growth of 20% to 25% in 2026
Guidance cuts indicate potential growth issues ahead.
Advances: Enhance platform safety with age-check and communication controls
Enhances platform safety, aligning with regulatory objectives.
Advances: Enhance platform safety with age-check and communication controls
Enhances platform safety, aligning with regulatory objectives.
Threatens: Enhance platform safety with age-check and communication controls
Concerns over platform safety may impact user trust.
