Robeco Institutional Asset Management B.V. Acquires 35,656 Shares of Roblox Corporation $RBLX

Robeco Institutional Asset Management B.V. lifted its holdings in shares of Roblox Corporation (NYSE:RBLX) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 883,200 shares of the company’s stock after buying an additional 35,656 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Roblox were worth $122,341,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Earned Wealth Advisors LLC grew its holdings in Roblox by 6.9% during the 3rd quarter. Earned Wealth Advisors LLC now owns 7,859 shares of the company’s stock worth $1,089,000 after acquiring an additional 506 shares during the period. Asset Management One Co. Ltd. lifted its stake in shares of Roblox by 14.2% in the 3rd quarter. Asset Management One Co. Ltd. now owns 272,929 shares of the company’s stock valued at $37,806,000 after purchasing an additional 34,012 shares during the period. Ariose Capital Management Ltd bought a new position in shares of Roblox in the 3rd quarter worth $1,177,000. Woodward Diversified Capital LLC acquired a new stake in shares of Roblox during the third quarter worth $1,556,000. Finally, Global Retirement Partners LLC grew its stake in shares of Roblox by 83.9% during the third quarter. Global Retirement Partners LLC now owns 3,873 shares of the company’s stock worth $536,000 after purchasing an additional 1,767 shares during the period. 94.46% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Roth Capital reissued a “neutral” rating and issued a $146.00 target price on shares of Roblox in a research note on Friday, October 17th. Jefferies Financial Group cut their price target on shares of Roblox from $115.00 to $100.00 and set a “hold” rating on the stock in a research report on Thursday, December 11th. B. Riley assumed coverage on shares of Roblox in a report on Tuesday, December 9th. They set a “buy” rating and a $125.00 price objective for the company. Citigroup upped their target price on shares of Roblox from $152.00 to $155.00 and gave the company a “buy” rating in a research note on Wednesday, October 8th. Finally, Macquarie increased their target price on shares of Roblox from $158.00 to $164.00 and gave the stock an “outperform” rating in a report on Tuesday, November 4th. Eighteen equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $133.96.

Key Roblox News

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Super League (SLE) acquired a stake in a top-100 Roblox game, “Hide or Die!”, a partnership that may expand branded-content and creator revenue opportunities on the platform. Super League Acquires Stake in Top 100 Roblox Game: Hide or Die!
• Neutral Sentiment: Analysts show mixed views on Roblox’s medium-term outlook — some still bullish on platform monetization while others are more cautious on growth execution, producing divergent price targets and ratings. That disagreement increases volatility but doesn’t single-handedly set a direction. Analysts Have Conflicting Sentiments on These Communication Services Companies: Roblox (RBLX) and T Mobile US (TMUS)
• Negative Sentiment: Wolfe Research cut its price target on RBLX from $150 to $100, materially reducing upside in sell-side models and signaling weaker near-term conviction. Roblox price target lowered to $100 from $150 at Wolfe Research
• Negative Sentiment: TD Cowen cut its price target citing growth concerns, reinforcing the analyst-driven downdraft and investor re-pricing of growth risk for Roblox. Roblox stock falls after TD Cowen cuts price target on growth concerns
• Negative Sentiment: Robbins Geller Rudman & Dowd launched an investigation into Roblox for potential securities-law violations — the optics and potential legal risks add uncertainty and typically push risk premia higher. RBLX INVESTIGATION: Robbins Geller Rudman & Dowd LLP Launches Investigation into Roblox Corporation
• Negative Sentiment: A company director, Anthony P. Lee, sold 59,000 shares (disclosed SEC filing), a sizable insider sale that can be read negatively in the current context and may amplify short-term selling pressure. Anthony Lee Sells 59,000 Shares of Roblox (NYSE:RBLX) Stock
• Negative Sentiment: Headline coverage notes Roblox shares reached an ~8‑month low amid the mix of downgrades, legal scrutiny and insider selling — reinforcing negative momentum. Roblox shares hit 8-month low—what’s behind the move?

Roblox Price Performance

NYSE RBLX opened at $75.78 on Wednesday. The business has a 50 day simple moving average of $93.75 and a 200 day simple moving average of $113.38. Roblox Corporation has a 52-week low of $50.10 and a 52-week high of $150.59. The company has a debt-to-equity ratio of 2.54, a quick ratio of 0.96 and a current ratio of 0.96. The stock has a market cap of $49.63 billion, a price-to-earnings ratio of -52.99 and a beta of 1.64.

Roblox (NYSE:RBLX) last announced its quarterly earnings results on Thursday, October 30th. The company reported ($0.37) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.44) by $0.07. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.64 billion. Roblox had a negative net margin of 21.70% and a negative return on equity of 314.20%. The business’s revenue was up 70.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.37) earnings per share. Analysts anticipate that Roblox Corporation will post -1.49 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Naveen K. Chopra sold 19,424 shares of the company’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $95.23, for a total value of $1,849,747.52. Following the completion of the transaction, the chief financial officer directly owned 337,036 shares of the company’s stock, valued at approximately $32,095,938.28. This represents a 5.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Anthony P. Lee sold 59,000 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $79.96, for a total value of $4,717,640.00. Following the transaction, the director owned 257,258 shares of the company’s stock, valued at approximately $20,570,349.68. This trade represents a 18.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 430,404 shares of company stock worth $40,597,079 in the last ninety days. 12.92% of the stock is owned by insiders.

About Roblox

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.