- Roblox stock is up 83% YTD, fueled by user growth, ads, AI tools, and strong monetization.
- The platform hosts millions of games, aims for 10% market share, and runs 200+ AI pipelines to scale content creation.
- Get daily-updated rankings across momentum, growth, value, trends, and quality to spot the strongest stocks in any market.
Roblox Corp. RBLX stock has been a standout performer in 2025, surging almost 85% year-to-date and significantly outperforming the Nasdaq Composite’s approximately 5% gain. The stock is trading above its 52-week high of $106.17 on Monday.
This growth is underpinned by robust user expansion, effective monetization strategies, key advertising partnerships, and the successful integration of artificial intelligence.
Roblox distinguishes itself not as a single game, but as a dynamic platform where users can play, create, and share a vast array of user-generated games and experiences.
Also Read: Roblox Aims For 10% Of Gaming Market As Mobile, Desktop Bookings Grow: Analyst
It hosts millions of virtual worlds, empowering its community to build and publish their own creations using the Roblox Studio tool.
The company aims to expand its gaming market share from its current 3% to 10% by improving efficiency through AI integration and streamlining content creation.
Roblox utilizes over 200 AI pipelines that contribute to platform safety, asset generation, and scalability. Genre diversification is a key area of focus, with sports, racing, and role-playing games experiencing 69% growth.
Strong brand partnerships and consistent user spending are positioning Roblox to capture a larger share of global gaming revenue.
Key Developments
On May 1, Roblox reported fiscal first-quarter bookings growth of 31% year-on-year to $1.21 billion, topping the analyst consensus estimate of $1.14 billion. The Average Daily Active Users (DAUs) were 97.8 million, up 26%.
The Hours Engaged were 21.7 billion, up 30%. The average monthly unique payers were 20.2 million, up 29%. The Average Bookings per DAU was $19.92, up 1.2%.
Net loss for the quarter narrowed to $215.06 million, down from $270.60 million in the same period last year.
Roblox expects second-quarter bookings of $1.165 billion-$1.190 billion (versus the consensus of $1.170 billion) and fiscal 2025 bookings of $5.285 billion-$5.360 billion versus the analyst consensus estimate of $5.210 billion.
On June 10, Roblox announced the hiring of Naveen Chopra, former CFO of Paramount Global PARA PARAA, as its new finance chief. Chopra brings over two decades of financial leadership experience to the position.
What Analysts Are Saying About Roblox
On June 24, CNBC’s Jim Cramer recommended buying Roblox, citing potential for further upside. However, Cathie Wood-led Ark Invest sold 129,061 shares of the online gaming platform on June 27, indicating a different investment approach.
Twenty-six analysts have set a consensus price forecast of $81.25 for Roblox. More recent ratings suggest higher individual forecasts, with Oppenheimer providing the highest forecast of $125 on June 18, 2025. Recent ratings from BTIG, JP Morgan, and Wells Fargo average around $120, suggesting an approximate 11.32% potential upside from the current price.
Bank of America analyst Omar Dessouky maintained a Buy rating on Roblox on April 21, citing its large developer base and innovation potential beyond gaming. He anticipated that cash flow would exceed estimates and identified upside from initiatives like regional pricing and advertising revenue growth. Dessouky noted Roblox is under-owned and may attract more investors seeking resilient growth amid tariff and spending risks.
Price Action: RBLX stock is trading higher by 4.03% to $107.76 at last check Monday.
Read Next:
Image via Shutterstock
Edge Rankings
Price Trend
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
date | ticker | name | Price Target | Upside/Downside | Recommendation | Firm |
---|