Stableford Capital II LLC Purchases 12,589 Shares of Roblox Corporation $RBLX

Stableford Capital II LLC acquired a new position in Roblox Corporation (NYSE:RBLX) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 12,589 shares of the company’s stock, valued at approximately $533,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. LM Advisors LLC purchased a new stake in Roblox during the fourth quarter valued at about $35,000. Hanson & Doremus Investment Management purchased a new position in shares of Roblox in the first quarter worth about $25,000. Basecamp Wealth Advisors LLC raised its position in shares of Roblox by 98.8% in the first quarter. Basecamp Wealth Advisors LLC now owns 507 shares of the company’s stock valued at $29,000 after purchasing an additional 252 shares during the period. Root Financial Partners LLC raised its position in shares of Roblox by 100.7% in the first quarter. Root Financial Partners LLC now owns 564 shares of the company’s stock valued at $32,000 after purchasing an additional 283 shares during the period. Finally, Western Wealth Management LLC purchased a new stake in shares of Roblox during the 1st quarter valued at approximately $33,000. 94.46% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

RBLX has been the subject of several analyst reports. Roth Capital raised their price objective on shares of Roblox from $55.00 to $60.00 and gave the stock a “buy” rating in a report on Tuesday, September 15th. Jefferies Financial Group cut shares of Roblox from a “hold” rating to an “underperform” rating and set a $38.00 target price on the stock. in a report on Monday, September 28th. Wells Fargo & Company increased their target price on Roblox from $46.00 to $64.00 and gave the stock an “overweight” rating in a research report on Monday, September 14th. Oppenheimer reaffirmed an “outperform” rating on shares of Roblox in a report on Friday, September 11th. Finally, DA Davidson set a $40.00 price target on Roblox in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, thirteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $60.79.

Roblox Trading Down 1.9%

Shares of Roblox stock opened at $45.52 on Friday. The company’s 50-day moving average price is $42.05 and its 200-day moving average price is $47.93. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 7.82. Roblox Corporation has a 12-month low of $33.88 and a 12-month high of $141.95. The company has a market cap of $30.50 billion, a price-to-earnings ratio of -31.83 and a beta of 1.47.

Roblox (NYSE:RBLX) last issued its quarterly earnings data on Thursday, July 30th. The company reported ($0.26) EPS for the quarter, beating the consensus estimate of ($0.34) by $0.08. The company had revenue of $1.47 billion during the quarter, compared to analysts’ expectations of $1.60 billion. Roblox had a negative net margin of 17.60% and a negative return on equity of 292.85%. Roblox’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.41) earnings per share. On average, equities analysts expect that Roblox Corporation will post -1.39 earnings per share for the current fiscal year.

More Roblox News

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Wedbush raised its third-quarter estimates, citing stronger-than-expected engagement driven by the viral experience Steal an Egg. The firm now expects bookings of approximately $1.7 billion and EBITDA of $215 million, up from previous estimates of $1.64 billion and $193 million. Wedbush Roblox estimates article
• Neutral Sentiment: Roblox will release its third-quarter 2026 financial results on October 29. The report will provide investors with updated information on bookings, user engagement, monetization and whether recent viral hits are translating into sustained growth. Roblox third-quarter results announcement
• Neutral Sentiment: The broader gaming sector was mixed, with Roblox underperforming some peers. This suggests company-specific concerns, rather than a uniformly weak gaming market, contributed to the pressure on RBLX. Gaming stocks market article
• Negative Sentiment: Alphabet and Unity’s new generative-AI gaming platform could challenge Roblox by allowing users to create playable games with natural-language prompts. The initiative may reduce Roblox’s advantage in accessible creation tools and potentially attract creators, although its initial focus on adults limits the immediate impact on Roblox’s younger core audience. Google Unity threat to Roblox article
• Negative Sentiment: Wedbush cautioned that Roblox needs additional viral hits to demonstrate long-term growth, highlighting the risk that engagement remains dependent on a limited number of successful experiences.
• Negative Sentiment: Chief Legal Officer Mark Reinstra sold 5,666 shares worth roughly $250,000 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction reduces its significance, but repeated insider selling can still weigh on sentiment. Roblox insider sale article

Insider Transactions at Roblox

In related news, insider Mark Reinstra sold 17,934 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $37.96, for a total value of $680,774.64. Following the sale, the insider owned 398,064 shares in the company, valued at approximately $15,110,509.44. This trade represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Naveen K. Chopra sold 17,509 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $37.96, for a total value of $664,641.64. Following the completion of the sale, the chief financial officer owned 363,249 shares in the company, valued at $13,788,932.04. This trade represents a 4.60% decrease in their position. 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. Over the last 90 days, insiders sold 186,390 shares of company stock worth $7,283,371. 10.05% of the stock is owned by corporate insiders.

Roblox Company Profile

Roblox Corporation (NYSE:RBLX) operates an online entertainment platform where users can create, share and experience interactive 3D content. The platform hosts user-generated games and other virtual experiences across genres, including entertainment, social activities, education and simulated environments.

Roblox provides development tools through Roblox Studio, enabling creators to build and publish experiences, digital items and other content. Users can customize avatars, interact with others and access the platform across supported computers, mobile devices, gaming consoles and virtual reality systems.