Added to YB: 2026-07-29
Pitch date: 2026-05-25
RBLX [bullish]
Roblox Corporation
-6.98%
current return
Author Info
No bio for this author
Company Info
Roblox Corporation operates an immersive platform for connection and communication in the United States and internationally.
Market Cap
$29.7B
Pitch Price
$48.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
-47.48
P/E
-29.34
EV/Sales
5.00
Sector
Entertainment
Category
turnaround
Roblox Corporation - $RBLX
RBLX: Contrarian long at 15x FY+1 EBITDA (vs 30-50x historically) as heavily-shorted stock sold off on DAU slowdown (+52% FY25 to trending -LDD by 3Q). Thesis: Q3 = trough on easy content comps H2'27, fading age-verification headwinds. Quality platform, 3P dev flywheel, cohort retention, AI content velocity, graphics upgrade. Risks: no DAU stabilization, next viral hit failure, social media bans, high SBC.
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