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DA Davidson Flags Developer Fees and Competitor Impact on Roblox Corporation (RBLX)
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RBLX
Roblox Corporation
as of 03-17-2026 3:40pm EST
$57.82
$0.69
-1.17%
Roblox operates a free-to-play online video game platform with nearly 150 million daily active users. This platform has spawned a virtual universe and a Roblox economy based on the Robux currency. The platform houses millions of games from a wide range of creators—spanning from young gamers themselves to professional development studios. Roblox offers creators the tools, publishing abilities, and platform for their games, enabling anyone to create a game. Creators earn money when gamers make optional in-game purchases within their games and by offering space for real-world advertising, and Roblox earns revenue primarily by taking a cut of these earnings.
| Founded: | 2006 | Country: | United States |
| Employees: | N/A | City: | SAN MATEO |
| Market Cap: | 44.8B | IPO Year: | 2020 |
| Target Price: | $119.30 | AVG Volume (30 days): | 7.7M |
| Analyst Decision: | Buy | Number of Analysts: | 24 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -1.54 | EPS Growth: | -6.94 |
| 52 Week Low/High: | $50.10 - $150.59 | Next Earning Date: | 05-04-2026 |
| Revenue: | $2,225,052,000 | Revenue Growth: | 15.94% |
| Revenue Growth (this year): | 71.62% | Revenue Growth (next year): | 18.43% |
| P/E Ratio: | -38.80 | Index: | N/A |
| Free Cash Flow: | 1.4B | FCF Growth: | +110.90% |
AI-Powered RBLX Daily Prediction
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Updated a day ago
AI Recommendation
hold
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Stock Insider Trading Activity of Roblox Corporation (RBLX)
Baszucki Gregory
Sell
Director
RBLX Feb 27, 2026
Avg Cost/Share
$69.58
Shares
16,666
Total Value
$1,149,633.61
Owned After
1,311,167
Wong Andrea L
Sell
Director
RBLX Feb 24, 2026
Avg Cost/Share
$66.16
Shares
563
Total Value
$37,249.43
Owned After
44,702
SEC Form 4
Chakravarthy Arvind
Sell
Chief People & Systems Officer
RBLX Feb 20, 2026
Avg Cost/Share
$61.85
Shares
21,413
Total Value
$1,319,234.46
Owned After
178,908
Baszucki David
Sell
President & CEO
RBLX Feb 20, 2026
Avg Cost/Share
$61.89
Shares
10,834
Total Value
$667,705.52
Owned After
800,539
Rawlings Amy Marie
Sell
Chief Accounting Officer
RBLX Feb 20, 2026
Avg Cost/Share
$61.90
Shares
2,951
Total Value
$181,683.16
Owned After
32,913
Reinstra Mark
Sell
Chief Legal Off. & Corp. Sec.
RBLX Feb 20, 2026
Avg Cost/Share
$61.83
Shares
17,186
Total Value
$1,058,761.93
Owned After
378,206
CHOPRA NAVEEN K.
Sell
Chief Financial Officer
RBLX Feb 20, 2026
Avg Cost/Share
$61.91
Shares
12,714
Total Value
$783,348.83
Owned After
331,943
Kaufman Matthew D
Sell
Chief Safety Officer
RBLX Feb 20, 2026
Avg Cost/Share
$61.85
Shares
15,227
Total Value
$937,886.54
Owned After
292,036
Chakravarthy Arvind
Sell
Chief People & Systems Officer
RBLX Feb 11, 2026
Avg Cost/Share
$67.26
Shares
60,564
Total Value
$4,072,880.28
Owned After
178,908
Chakravarthy Arvind
Sell
Chief People & Systems Officer
RBLX Feb 10, 2026
Avg Cost/Share
$72.87
Shares
35,331
Total Value
$2,567,005.76
Owned After
178,908
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Baszucki Gregory | RBLX | Director | Feb 27, 2026 | Sell | $69.58 | 16,666 | $1,149,633.61 | 1,311,167 | |
| Wong Andrea L | RBLX | Director | Feb 24, 2026 | Sell | $66.16 | 563 | $37,249.43 | 44,702 | |
| Chakravarthy Arvind | RBLX | Chief People & Systems Officer | Feb 20, 2026 | Sell | $61.85 | 21,413 | $1,319,234.46 | 178,908 | |
| Baszucki David | RBLX | President & CEO | Feb 20, 2026 | Sell | $61.89 | 10,834 | $667,705.52 | 800,539 | |
| Rawlings Amy Marie | RBLX | Chief Accounting Officer | Feb 20, 2026 | Sell | $61.90 | 2,951 | $181,683.16 | 32,913 | |
| Reinstra Mark | RBLX | Chief Legal Off. & Corp. Sec. | Feb 20, 2026 | Sell | $61.83 | 17,186 | $1,058,761.93 | 378,206 | |
| CHOPRA NAVEEN K. | RBLX | Chief Financial Officer | Feb 20, 2026 | Sell | $61.91 | 12,714 | $783,348.83 | 331,943 | |
| Kaufman Matthew D | RBLX | Chief Safety Officer | Feb 20, 2026 | Sell | $61.85 | 15,227 | $937,886.54 | 292,036 | |
| Chakravarthy Arvind | RBLX | Chief People & Systems Officer | Feb 11, 2026 | Sell | $67.26 | 60,564 | $4,072,880.28 | 178,908 | |
| Chakravarthy Arvind | RBLX | Chief People & Systems Officer | Feb 10, 2026 | Sell | $72.87 | 35,331 | $2,567,005.76 | 178,908 |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K HOLD Feb 5, 2026 · 17% conf.
2025
Q4
Q4 2025 Earnings
8-K HOLDFeb 5, 2026 · 17% conf.
AI Prediction HOLD
1D
+3.33%
$62.16
5D
+4.89%
$63.10
20D
+7.32%
$64.56
Price: $60.16 Prob +5D: 59% AUC: 1.000
0001315098-26-000009
rblx-20260205FALSE00013150983150 South Delaware StreetSan MateoCalifornia00013150982026-02-052026-02-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2026
Roblox Corporation (Exact name of Registrant as Specified in Its Charter)
Nevada 001-3976320-0991664 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)
3150 South Delaware Street, San Mateo, California 94403 (Address of Principal Executive Offices)(Zip Code)
Registrant’s Telephone Number, Including Area Code: (888) 858-2569 Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered
Class A Common Stock, $0.0001 par valueRBLXThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On February 5, 2026, Roblox Corporation (the “Company”) issued a shareholder letter announcing financial results for its fourth quarter and year ended December 31, 2025 as well as guidance for its first quarter and full year 2026. The Company also posted supplemental materials on its investor relations website (ir.roblox.com). A copy of the shareholder letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Information on the Company’s website is not, and will not be deemed, a part of this report or incorporated into this or any other filings that the Company makes with the Securities and Exchange Commission.
Item 7.01 Regulation FD Disclosure. The Company also reported guidance for its first quarter and full year 2026 in its shareholder letter, which was issued on February 5, 2026, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 Financial Statements and Exhibits. (d)Exhibits
Exhibit Number Description 99.1 Shareholder Letter dated February 5, 2026
104Cover Page Interactive Data File (formatted as inline XBRL)
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
ROBLOX CORPORATION
Date: February 5, 2026 By:/s/ Naveen Chopra Naveen Chopra Chief Financial Officer (Principal Financial Officer)
2
2025 Q3 Q3 2025 Earnings
8-K Oct 30, 2025
2025
Q3
Q3 2025 Earnings
8-KOct 30, 2025
0001315098-25-000326
rblx-20251030FALSE000131509800013150982025-10-302025-10-30
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2025
Roblox Corporation (Exact name of Registrant as Specified in Its Charter)
Nevada001-3976320-0991664 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)
3150 South Delaware Street, San Mateo, California 94403 (Address of Principal Executive Offices)(Zip Code)
Registrant’s Telephone Number, Including Area Code: (888) 858-2569 Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered
Class A Common Stock, $0.0001 par valueRBLXThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On October 30, 2025, Roblox Corporation (the “Company”) issued a shareholder letter announcing financial results for its third quarter ended September 30, 2025 as well as fourth quarter and updated full year 2025 guidance. The Company also posted supplemental materials on its investor relations website (ir.roblox.com). A copy of the shareholder letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. Information on the Company’s website is not, and will not be deemed, a part of this report or incorporated into this or any other filings that the Company makes with the Securities and Exchange Commission.
Item 7.01 Regulation FD Disclosure. The Company also reported fourth quarter and updated full year 2025 guidance in its shareholder letter, which was issued on October 30, 2025, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 Financial Statements and Exhibits. (d)Exhibits
Exhibit Number Description 99.1 Shareholder Letter dated October 30, 2025
104Cover Page Interactive Data File (formatted as inline XBRL)
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
ROBLOX CORPORATION
Date: October 30, 2025 By:/s/ Naveen Chopra Naveen Chopra Chief Financial Officer (Principal Financial Officer)
2
2025 Q2 Q2 2025 Earnings
8-K Jul 31, 2025
2025
Q2
Q2 2025 Earnings
8-KJul 31, 2025
0001315098-25-000261
rblx-20250728FALSE000131509800013150982025-07-282025-07-28
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 28, 2025
Roblox Corporation (Exact name of Registrant as Specified in Its Charter)
Nevada001-3976320-0991664 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IRS Employer Identification No.)
3150 South Delaware Street, San Mateo, California 94403 (Address of Principal Executive Offices)(Zip Code)
Registrant’s Telephone Number, Including Area Code: (888) 858-2569 Not Applicable (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s) Name of each exchange on which registered
Class A Common Stock, $0.0001 par valueRBLXThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On July 31, 2025, Roblox Corporation (the “Company”) issued a press release announcing financial results for its second quarter ended June 30, 2025 as well as third quarter and updated full year 2025 guidance. The Company also posted a shareholder letter and supplemental materials on its investor relations website (ir.roblox.com). A copy of the press release and shareholder letter are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. Information on the Company’s website is not, and will not be deemed, a part of this report or incorporated into this or any other filings that the Company makes with the Securities and Exchange Commission.
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Resignation of Certain Officers
On July 28, 2025, Manuel Bronstein, the Company’s Chief Product Officer, notified the Company of his intent to resign as Chief Product Officer, effective September 30, 2025, to pursue personal interests and entrepreneurial opportunities. He will remain as an advisor through April 13, 2026 to assist with the transition.
Item 7.01 Regulation FD Disclosure. The Company also reported third quarter and updated full year 2025 guidance in its press release and shareholder letter, which were issued on July 31, 2025, copies of which are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K and are incorporated by reference herein. The information in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 and Exhibit 99.2 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 8.01 Other Events. On July 31, 2025, the Company also announced in its Shareholder Letter, a copy of which is furnished as Exhibit 99.2, that it will be live broadcasting the keynote addresses from its annual Roblox Developers Conference on Friday, September 5, 2025 on its YouTube channel and the broadcast will also be available on the Company’s investor relations website (ir.roblox.com).
Item 9.01 Financial Statements and Exhibits. (d)Exhibits
Exhibit Number Description 99.1Press Release dated July 31, 2025
99.2 Shareholder Letter dated July 31, 2025
104Cover Page Interactive Data File (formatte
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