Brokers Issue Forecasts for Roblox's Q3 Earnings (NYSE:RBLX)

Key Points

• Roth Capital has lowered its Q3 2025 earnings per share (EPS) estimate for Roblox from ($0.37) to ($0.51), with full-year estimates also reflecting a decline.
• Roblox reported a quarterly EPS of ($0.41), which was below the consensus estimate of ($0.37), despite achieving revenue of $1.44 billion, surpassing expectations of $1.20 billion.
• The stock has received varying ratings from analysts, with the majority assigning a "buy" rating and a consensus target price of $117.59, indicating confidence in future growth.

Roblox Corporation (NYSE:RBLX - Free Report) - Roth Capital lowered their Q3 2025 EPS estimates for shares of Roblox in a report issued on Wednesday, August 6th. Roth Capital analyst E. Handler now anticipates that the company will post earnings per share of ($0.51) for the quarter, down from their previous forecast of ($0.37). The consensus estimate for Roblox's current full-year earnings is ($1.49) per share. Roth Capital also issued estimates for Roblox's Q4 2025 earnings at ($0.35) EPS, FY2025 earnings at ($1.59) EPS, FY2026 earnings at ($1.62) EPS and FY2027 earnings at ($1.38) EPS.

Roblox (NYSE:RBLX - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The company reported ($0.41) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.37) by ($0.04). Roblox had a negative return on equity of 372.96% and a negative net margin of 23.67%. The firm had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same period in the prior year, the business earned ($0.32) earnings per share. Roblox's revenue for the quarter was up 50.5% on a year-over-year basis.

Several other equities research analysts have also recently issued reports on RBLX. JPMorgan Chase & Co. raised their price target on shares of Roblox from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 16th. Oppenheimer reissued an "outperform" rating and issued a $125.00 target price (up from $80.00) on shares of Roblox in a research report on Wednesday, June 18th. Wedbush raised their target price on shares of Roblox from $142.00 to $165.00 and gave the stock an "outperform" rating in a research report on Friday, August 1st. Raymond James Financial cut shares of Roblox from a "strong-buy" rating to an "outperform" rating and raised their target price for the stock from $81.00 to $130.00 in a research report on Wednesday, July 23rd. Finally, BMO Capital Markets raised their target price on shares of Roblox from $135.00 to $150.00 and gave the stock an "outperform" rating in a research report on Friday, August 1st. Two investment analysts have rated the stock with a sell rating, four have issued a hold rating and nineteen have assigned a buy rating to the company. According to MarketBeat.com, Roblox presently has an average rating of "Moderate Buy" and a consensus price target of $117.59.

Roblox Trading Down 0.7%

Shares of Roblox stock traded down $0.88 during mid-day trading on Friday, hitting $128.75. 5,703,051 shares of the stock were exchanged, compared to its average volume of 9,924,078. Roblox has a twelve month low of $36.77 and a twelve month high of $150.59. The stock has a market capitalization of $83.05 billion, a price-to-earnings ratio of -90.03 and a beta of 1.63. The company has a 50-day simple moving average of $109.58 and a 200 day simple moving average of $80.90. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 2.94.

Institutional Trading of Roblox

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Gordian Capital Singapore Pte Ltd increased its stake in shares of Roblox by 74.8% in the fourth quarter. Gordian Capital Singapore Pte Ltd now owns 561 shares of the company's stock worth $32,000 after buying an additional 240 shares during the last quarter. ORG Partners LLC bought a new stake in shares of Roblox in the second quarter worth $33,000. Larson Financial Group LLC increased its stake in shares of Roblox by 819.0% in the first quarter. Larson Financial Group LLC now owns 579 shares of the company's stock worth $34,000 after buying an additional 516 shares during the last quarter. Whipplewood Advisors LLC bought a new stake in shares of Roblox in the second quarter worth $34,000. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Roblox in the first quarter worth $39,000. Institutional investors own 94.46% of the company's stock.

Insider Activity

In other news, CEO David Baszucki sold 875 shares of Roblox stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $126.72, for a total transaction of $110,880.00. Following the sale, the chief executive officer owned 211,559 shares in the company, valued at $26,808,756.48. This trade represents a 0.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Andrea L. Wong sold 5,770 shares of Roblox stock in a transaction that occurred on Monday, August 4th. The shares were sold at an average price of $130.40, for a total transaction of $752,408.00. Following the sale, the director owned 41,891 shares in the company, valued at $5,462,586.40. This represents a 12.11% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 5,441,460 shares of company stock worth $517,140,722. Company insiders own 12.92% of the company's stock.

About Roblox

Roblox Corporation develops and operates an online entertainment platform in the United States and internationally. It offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D experience; and Roblox Cloud, which provides services and infrastructure that power the platform.