Roblox Corp. Class A (RBLX)

In the past month leading up to November 21, 2025, Roblox's stock price experienced a significant decline of 28.4% due to investor concerns regarding slower profit expansion and uncertainty surrounding bookings growth expectations for 2026. Margins are facing pressure due to increased investments in developer payouts, infrastructure, and stricter safety policies, with no expected year-over-year improvement in Q4 2025 and a modest decline anticipated into the next year.

Specific details regarding the underlying demand seasonality for Roblox's products and services were not explicitly detailed in the search results. Generally, gaming and entertainment platforms can experience increased demand during school holidays and colder months when users spend more time indoors.

Roblox Corporation operates an immersive online platform for connection and communication, enabling users to engage in experiences developed by a global community. The company's core products include the Roblox Client, Roblox Studio, and Roblox Cloud, accessible across mobile, desktop, and console platforms.

Roblox Corporation is headquartered in San Mateo, California, and extends its global reach through leased offices in Canada, the UK, China, South Korea, and India. The company operates multiple data centers in various countries, including the US, France, Germany, Hong Kong, Japan, Singapore, the Netherlands, India, Australia, and the UK.

Information specifically detailing events that have affected Roblox Corp.'s brand reputation in the past year was not explicitly found in the provided search results. However, past criticisms and legal disputes, such as a 2022 lawsuit alleging that Roblox connected a minor with online predators and a 2023 class-action lawsuit alleging that the company profited from minors participating in third-party gambling rings, highlight areas of past reputational challenges.

Roblox is predominantly owned by institutional shareholders, who collectively hold 75.13% of the company's stock. Roblox insiders own 17.10%, while retail investors account for 7.77% of the ownership. Major institutional owners include Vanguard Group Inc., Fmr LLC, BlackRock Inc., Capital International Investors, Baillie Gifford & Co, JPMorgan Chase & Co, Morgan Stanley, Ieq Capital LLC and State Street Corp. Index Ventures Growth III Jersey LP is the largest individual shareholder, holding 7.01% of the company's shares. CEO David Baszucki sold 10,584 shares in November 2025.