Roblox Corp. Class A (RBLX)

Roblox's stock price has been impacted by market fears surrounding AI disruption, despite strong quarterly results. In Q4 2025, bookings surged by 63% to $2.2 billion, and management projects 2026 bookings of $8.4 billion. As of March 27, 2026, the share price was $52.31, a decline of 10.26% from March 31, 2025. On February 4, 2026, Roblox reported an EPS of -$0.45 and revenue of $2.22 billion, beating expectations.

Roblox exhibits distinct seasonal tendencies. Historically, May has been the strongest month for RBLX, with an average return of 11.56%, while April tends to be the weakest month, averaging a -8.42% return. October offers the highest probability of positive returns at 80.00%, while March has the lowest at 20.00%. The overall monthly win rate for Roblox across the year is 48.1%.

Roblox Corporation operates an immersive platform for connection and communication, enabling users to explore, create, and share unique 3D experiences. The company's core offerings include the Roblox Client for exploring 3D experiences, Roblox Studio for developers to create content, and Roblox Cloud for platform infrastructure. The platform fosters a dynamic virtual economy based on its Robux currency.

Roblox Corporation operates globally, with its platform available in the United States and internationally. The company has demonstrated broad-based growth across various regions, including a significant increase in the Asia-Pacific (APAC) region and India. Roblox's headquarters are located in San Mateo, California.

In March 2026, Roblox faced a federal lawsuit alleging that its platform design choices enabled predators to exploit children, leading to closer investor scrutiny. In May 2025, the UK's Ofcom demanded that Roblox tighten rules to protect children. Roblox emphasizes a commitment to safety and decency, aiming to create a safe and inclusive environment.

Roblox is predominantly owned by institutional shareholders (75.72%), with insiders holding 17.09% and retail investors holding 7.20%. As of March 30, 2026, Roblox Corporation has 956 institutional owners and shareholders. Major institutional owners include Vanguard Group Inc., Fmr Llc, and BlackRock, Inc. The largest individual shareholder is Index Ventures Growth III Jersey LP, owning 6.95% of the company.