Key Points
- Director Gregory Baszucki sold 16,666 shares on May 5 under a pre‑arranged Rule 10b5‑1 plan at an average $44.97 (SEC Form 4 filed), reducing his stake by about 1.27%.
- Roblox beat Q1 EPS estimates (‑$0.35 vs. ‑$0.41) but missed revenue ($1.44B vs. $1.74B), and management sharply cut FY‑2026 bookings guidance to 8–12% from ~22–26%, pressuring growth expectations and valuation.
- Multiple shareholder investigations have been opened alleging possible securities‑law violations, adding legal risk and volatility, while analyst sentiment remains mixed with a MarketBeat consensus of "Hold."
Roblox Corporation (NYSE:RBLX - Get Free Report) Director Gregory Baszucki sold 16,666 shares of the business's stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $44.97, for a total value of $749,470.02. Following the completion of the transaction, the director owned 1,294,501 shares of the company's stock, valued at $58,213,709.97. This represents a 1.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Gregory Baszucki also recently made the following trade(s):
- On Wednesday, April 1st, Gregory Baszucki sold 16,666 shares of Roblox stock. The shares were sold at an average price of $57.95, for a total value of $965,794.70.
Roblox Price Performance
Shares of RBLX opened at $44.77 on Friday. The company has a debt-to-equity ratio of 2.45, a quick ratio of 0.89 and a current ratio of 0.89. The stock has a 50 day simple moving average of $58.29 and a 200 day simple moving average of $77.59. Roblox Corporation has a 52-week low of $41.75 and a 52-week high of $150.59. The firm has a market capitalization of $30.06 billion, a PE ratio of -28.33 and a beta of 1.50.
Roblox (NYSE:RBLX - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported ($0.35) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.41) by $0.06. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The business had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.74 billion. During the same period in the previous year, the firm earned ($0.32) EPS. Roblox's quarterly revenue was up 43.4% compared to the same quarter last year. Sell-side analysts predict that Roblox Corporation will post -1.49 EPS for the current fiscal year.
Hedge Funds Weigh In On Roblox
Large investors have recently bought and sold shares of the company. Pilgrim Partners Asia Pte Ltd acquired a new position in Roblox during the 3rd quarter worth approximately $26,000. Whittier Trust Co. of Nevada Inc. bought a new stake in shares of Roblox during the 3rd quarter worth approximately $37,000. Root Financial Partners LLC bought a new stake in shares of Roblox during the 3rd quarter worth approximately $38,000. Sunbelt Securities Inc. raised its stake in shares of Roblox by 58.7% during the 3rd quarter. Sunbelt Securities Inc. now owns 284 shares of the company's stock worth $39,000 after purchasing an additional 105 shares in the last quarter. Finally, Horizon Investments LLC raised its stake in shares of Roblox by 2,636.4% during the 3rd quarter. Horizon Investments LLC now owns 301 shares of the company's stock worth $42,000 after purchasing an additional 290 shares in the last quarter. Institutional investors and hedge funds own 94.46% of the company's stock.
Analysts Set New Price Targets
Several equities analysts recently issued reports on RBLX shares. Oppenheimer assumed coverage on Roblox in a research report on Friday, May 1st. They issued an "outperform" rating for the company. BTIG Research downgraded Roblox from a "buy" rating to a "neutral" rating in a research report on Friday, May 1st. Benchmark reaffirmed a "hold" rating on shares of Roblox in a research report on Monday, February 2nd. Jefferies Financial Group downgraded Roblox from a "hold" rating to a "hold" rating in a research report on Friday, May 1st. Finally, Morgan Stanley reaffirmed an "overweight" rating and set a $62.00 price target on shares of Roblox in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $87.17.
Check Out Our Latest Analysis on Roblox
Key Roblox News
Here are the key news stories impacting Roblox this week:
- Positive Sentiment: Piper Sandler reiterated a positive stance (published as "remains a buy"), providing a buy-side datapoint that can support demand for the shares. Piper Sandler Remains a Buy on Roblox (RBLX)
- Neutral Sentiment: Director Gregory Baszucki sold 16,666 shares under a pre‑arranged Rule 10b5‑1 plan (small relative to his stake), which is routine but can be viewed as a modest supply signal. SEC Form 4 filed. SEC Form 4
- Neutral Sentiment: Analyst consensus is around a "Hold" and opinions are mixed across the Street, leaving guidance and legal developments as the heavier near‑term drivers. Roblox Given Consensus Rating of "Hold" by Analysts
- Negative Sentiment: Multiple law firms (Pomerantz, Levi & Korsinsky, Block & Leviton, Kahn Swick & Foti) have opened shareholder investigations alleging possible securities‑law violations tied to prior guidance/comments — this raises legal risk, potential discovery/costs and headline volatility. Pomerantz Investigation Levi & Korsinsky
- Negative Sentiment: Management cut FY‑2026 bookings guidance (from ~22–26% expected earlier to a much lower 8–12% range on the Q1 call), which directly pressures revenue/valuation expectations and is a core reason investors have reacted. Roblox CEO cuts 2026 bookings guidance
- Negative Sentiment: At least one outlet reports a Piper Sandler downgrade/less constructive move elsewhere on the Street; mixed/negative analyst notes add selling pressure and volatility. Piper Sandler downgrades Roblox (RBLX)
About Roblox
(
Get Free Report)
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.
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