Roblox's growth narrative is strong, with rising DAUs, engagement, and revenue, but I question its long-term sustainability due to industry cyclicality. Valuation is stretched after a 160% rally, and ...

Roblox CFO Michael Guthrie is stepping down. Guthrie – who has worked at Roblox since 2018 and played a key role in the company's stock market listing in 2021 – will stay on until a replacement is ...

McTernan rerated following the company's better-than-expected third-quarter results but noted management's cautious 2026 commentary could limit upside momentum. The analyst expects Roblox's 2026 ...

Roblox ( (RBLX)) just unveiled an update. Roblox Corporation announced a strong third quarter in 2024, with a 29% increase in revenue and a 34% rise in bookings compared to the previous year. The ...