Roblox today
- 52 weeks
- $ 29.55
▼
75.74 dollars
- The target price
- 64.19 dollars
Robox NYSE: RBLXOne of the hottest stocks in the game industry for 52 weeks, got a lot of its gains 2025. Before the latest profit report for the company, the shares rose more than 30 % per year. As of the approach of February 13, the markets have reduced these gains to only 13 %. Ultimately, the mixed financial results of the company did not impress the market, which led to major sales.
The company set an ambitious goal of getting 10 % of the global game market share. So, has its results simply a stumbling block towards meeting this extraordinary goal, and is there now an attractive opportunity in the name? I will dive in the most important aspects of the company’s report to evaluate this question.
Roblox: A strong report, but basic measures raise concerns
The Roblox performance at the bottom was better than expected. The company has narrowed its loss significantly to $ 0.33 per share, and the best 12 cents of consensus expectations. The company mentioned Reservations of $ 1.36 billion. This was a strong growth rate of 21 % and missed expectations of only $ 10 million. For Roblox, analysts are a better representation of the growth of revenue.
The company expects the reservations to reach $ 5.25 billion for the full year 2025, which would equal a growth rate of 20 % over the course of 2024. This was mainly in line with expectations. Based on these numbers, it is not logical at first the reason for the shares decreased more than 11 % in one day.
This is at least before considering a main scale: daily average users. This number decreased by 3.6 million users, which represents the first series decrease since Q2 2023. Analysts expected the number to decrease by only 500,000. It is important to see this scale in growth, because it is associated with the growth of future revenues. Many Roblox players play without purchases, but they are more likely to perform purchases as they play the longer. With the growth of daily active users, the group of people who can spend in the Roblox ecosystem.
An autopsy in daily active users
In general, the administration did not provide many comments on what led to the serial decline in users. One of the explanations presented by the Wedber analyst Michael Batter surrounded by the new parenting control features of the company in November 2024. These new features provide parents more control over the roads under the age of 13 can interact with the platform. This includes the option to restrict chat features, which is a large part of the way people use Roblox. Largely, The most popular company gameBrockhane RP, largely dependent on chat.
One of the interesting ways to evaluate this claim is to consider the collapse of how to change daily active users according to the age group. Of the 3.6 million user discounts, 2 million of these players came 13 years or less. This is about 55 %. 45 % of the decline came from users over the age of 13. This does not seem sufficient to disagree to attribute the decrease in users primarily to these parental controls. It is also important to note that some parental controls did not come into effect until the first quarter of 2025. The Q4 2024 report was not felt the influence of these features. At this stage, it is difficult to determine whether the decrease in daily active users is a flash in the pan or something more prevalent.
The decrease in inventory is not reflected after profit widely in the targeted changes of analysts. Only one analyst followed by Marketbeat reduced his goal. He raised four goals, and repeated two. However, these average target price updates still indicate a 3 % negative side in stocks.
Roblox: Strong growth, but the evaluation is still noble
Roblox stock forecast today
64.19 dollars
-3.65 % negative sideModerate purchase
Based on 24 analyst classification
| High expectations | $ 83.00 |
|---|---|
| Average expectations | 64.19 dollars |
| Low expectations | $ 34.00 |
Roblox shares details details
In general, Roblox is still impressive and faster than many adult competitors. In Q3, Tencent Otcmkts: tcehythe Global leader In games revenue, the game’s revenue has seen grows less than 13 %. Microsoft technology giant Nasdak: msft Xbox content and services Just 2 % In the fourth quarter. However, Roblox is in no way cheap inventory, even after this last decline. The price ratio to sales forward for more than 8x is very high compared to other telecommunications services.
The company is approaching the goal of its share in the market by 10 %, but it will take a long time to get there. As the daily user decreases sharply and high evaluation, I think it is wise to wait and see how the company recovers in the next quarter before it becomes very excited. This will also give more insight on the effect of parental controls, which is a danger.
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