OP Asset Management Ltd Buys New Position in Roblox Corporation $RBLX

OP Asset Management Ltd purchased a new position in Roblox Corporation (NYSE:RBLX) in the first quarter, HoldingsChannel reports. The fund purchased 104,790 shares of the company’s stock, valued at approximately $5,927,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Reyes Financial Architecture Inc. increased its stake in shares of Roblox by 164.4% in the 4th quarter. Reyes Financial Architecture Inc. now owns 312 shares of the company’s stock worth $25,000 after acquiring an additional 194 shares in the last quarter. Hanson & Doremus Investment Management bought a new stake in Roblox during the first quarter worth about $25,000. Fideuram Asset Management Ireland dac purchased a new stake in Roblox in the fourth quarter worth about $27,000. GW&K Investment Management LLC grew its holdings in Roblox by 76.3% in the fourth quarter. GW&K Investment Management LLC now owns 372 shares of the company’s stock worth $30,000 after purchasing an additional 161 shares during the period. Finally, Indiana Trust & Investment Management Co bought a new position in shares of Roblox during the fourth quarter valued at approximately $32,000. Institutional investors own 94.46% of the company’s stock.

Roblox Trading Down 3.2%

NYSE:RBLX opened at $46.40 on Friday. The company’s 50 day moving average price is $48.42 and its 200-day moving average price is $62.51. Roblox Corporation has a 52 week low of $40.15 and a 52 week high of $150.59. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.45. The stock has a market cap of $31.16 billion, a price-to-earnings ratio of -29.37 and a beta of 1.44.

Roblox (NYSE:RBLX) last announced its quarterly earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, beating the consensus estimate of ($0.41) by $0.06. Roblox had a negative net margin of 20.69% and a negative return on equity of 277.69%. The company had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.74 billion. During the same quarter last year, the firm earned ($0.32) earnings per share. The firm’s quarterly revenue was up 43.4% compared to the same quarter last year. On average, equities research analysts forecast that Roblox Corporation will post -1.4 earnings per share for the current fiscal year.

Roblox declared that its board has initiated a stock buyback plan on Tuesday, May 19th that authorizes the company to buyback $3.00 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 9.5% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

RBLX has been the subject of several recent research reports. Morgan Stanley reiterated an “overweight” rating and set a $62.00 target price on shares of Roblox in a report on Friday, May 1st. Bank of America lowered Roblox from a “buy” rating to a “neutral” rating and set a $48.00 price objective for the company. in a research report on Friday, May 1st. Wells Fargo & Company lowered their price objective on Roblox from $97.00 to $78.00 and set an “overweight” rating for the company in a research note on Monday, April 6th. BTIG Research downgraded Roblox from a “buy” rating to a “neutral” rating in a report on Friday, May 1st. Finally, HSBC cut Roblox from a “buy” rating to a “hold” rating and set a $46.00 target price on the stock. in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $87.07.

More Roblox News

Here are the key news stories impacting Roblox this week:

• Neutral Sentiment: Several law firms issued reminders and deadline notices tied to an existing securities class action alleging Roblox misled investors during the Oct. 30, 2025 to Apr. 30, 2026 class period, with the lead plaintiff deadline set for Aug. 7, 2026. These notices keep litigation risk in focus for shareholders. Article Title
• Neutral Sentiment: Additional class-action notices from Pomerantz, Schall, Rosen, Bronstein, and Bernstein Liebhard reinforce that investor lawsuits are advancing, which can keep uncertainty elevated even if the claims are not yet resolved. Article Title
• Neutral Sentiment: Roblox also faces a new complaint alleging child labor exploitation, adding another reputational and legal overhang for the company. Article Title
• Neutral Sentiment: Another lawsuit alleges Roblox and Discord exposed children to predators and grooming risks, which could intensify scrutiny of Roblox’s platform safety practices and moderation policies. Article Title

Insider Buying and Selling at Roblox

In other news, insider Sean Jack Buckley sold 4,744 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $46.36, for a total transaction of $219,931.84. Following the transaction, the insider directly owned 97,141 shares of the company’s stock, valued at $4,503,456.76. This represents a 4.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO David Baszucki sold 50,628 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $45.28, for a total value of $2,292,435.84. Following the transaction, the chief executive officer directly owned 852,214 shares in the company, valued at approximately $38,588,249.92. The trade was a 5.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 189,449 shares of company stock worth $9,179,410. Insiders own 10.05% of the company’s stock.

About Roblox

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.