Silicon Valley Capital Partners decreased its holdings in Roblox Corporation (NYSE:RBLX – Free Report) by 30.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 31,155 shares of the company’s stock after selling 13,512 shares during the period. Silicon Valley Capital Partners’ holdings in Roblox were worth $1,762,000 as of its most recent SEC filing.
Other institutional investors also recently modified their holdings of the company. NewEdge Advisors LLC boosted its stake in Roblox by 2.3% in the first quarter. NewEdge Advisors LLC now owns 10,236 shares of the company’s stock valued at $597,000 after buying an additional 231 shares in the last quarter. Sivia Capital Partners LLC grew its position in Roblox by 70.2% in the second quarter. Sivia Capital Partners LLC now owns 13,000 shares of the company’s stock valued at $1,368,000 after acquiring an additional 5,363 shares during the last quarter. CW Advisors LLC acquired a new position in Roblox during the second quarter worth about $272,000. Baird Financial Group Inc. raised its stake in Roblox by 1.4% during the second quarter. Baird Financial Group Inc. now owns 7,294 shares of the company’s stock worth $767,000 after acquiring an additional 102 shares in the last quarter. Finally, WINTON GROUP Ltd bought a new position in shares of Roblox in the second quarter worth about $438,000. Institutional investors and hedge funds own 94.46% of the company’s stock.
Analyst Upgrades and Downgrades
RBLX has been the topic of a number of research analyst reports. Roth Capital set a $65.00 price target on shares of Roblox in a research note on Tuesday, May 5th. Wolfe Research assumed coverage on shares of Roblox in a research report on Friday, May 1st. They set an “outperform” rating for the company. BMO Capital Markets reissued an “outperform” rating and issued a $100.00 price objective on shares of Roblox in a research note on Tuesday. Wall Street Zen upgraded shares of Roblox from a “sell” rating to a “hold” rating in a research report on Saturday, July 18th. Finally, Wedbush restated an “outperform” rating and issued a $65.00 target price on shares of Roblox in a research report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Roblox presently has an average rating of “Moderate Buy” and an average target price of $83.63.
Insider Buying and Selling at Roblox
In other Roblox news, Director Gregory Baszucki sold 16,666 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $57.69, for a total value of $961,461.54. Following the completion of the transaction, the director directly owned 1,277,835 shares in the company, valued at approximately $73,718,301.15. This represents a 1.29% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sean Jack Buckley sold 4,744 shares of the firm’s stock in a transaction on Friday, May 22nd. The shares were 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. The trade was a 4.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 161,983 shares of company stock worth $7,580,990 over the last quarter. Insiders own 10.05% of the company’s stock.
Roblox News Roundup
Here are the key news stories impacting Roblox this week:
- Positive Sentiment: Roblox reported a second-quarter loss of $0.26 per share, narrower than the $0.33–$0.34 analyst consensus and improved from a $0.41 loss in the year-ago quarter. Revenue increased 8.3% year over year to $1.47 billion. Roblox Reports Second Quarter 2026 Financial Results
- Neutral Sentiment: The company discussed ongoing platform changes, including tougher age-verification requirements. These measures are intended to improve safety and compliance but are affecting user onboarding and engagement in the near term. Roblox Corporation Q2 2026 Earnings Call Transcript
- Neutral Sentiment: The European Commission said Roblox could potentially be classified as a very large online platform under the European Union’s Digital Services Act, which could bring additional regulatory obligations. No formal designation was announced. Roblox Could Be Included in DSA Scope
- Negative Sentiment: Revenue of $1.47 billion missed the approximately $1.60 billion Wall Street estimate, highlighting slower monetization despite year-over-year growth. Roblox Reports Q2 Loss and Misses Revenue Estimates
- Negative Sentiment: Roblox forecast current-quarter revenue growth of only 4% to 10% and bookings below analyst expectations, with bookings expected to decline. Management cited age-verification changes and their impact on onboarding and engagement, making the outlook the primary source of selling pressure. Roblox Forecasts Quarterly Bookings Below Estimates
- Negative Sentiment: Several law firms publicized securities-fraud class-action claims tied to Roblox’s disclosures and the effects of age verification, with an August 7 lead-plaintiff deadline. The announcements add legal and reputational risk, although they do not establish liability. RBLX Securities Class Action Alert
Roblox Price Performance
Roblox stock opened at $48.63 on Friday. The stock has a 50-day moving average price of $49.53 and a two-hundred day moving average price of $57.08. Roblox Corporation has a 12 month low of $40.15 and a 12 month high of $150.59. The company has a market capitalization of $32.66 billion, a PE ratio of -30.78 and a beta of 1.41. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.45.
Roblox (NYSE:RBLX – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The company reported ($0.26) earnings per share for the quarter, topping the consensus estimate of ($0.34) by $0.08. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The company had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.60 billion. During the same period in the previous year, the business posted ($0.41) earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. Analysts expect that Roblox Corporation will post -1.39 EPS for the current year.
Roblox announced that its board has authorized a share buyback plan on Tuesday, May 19th that authorizes the company to repurchase $3.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 9.5% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.
Roblox Company Profile
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.
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