Added to YB: 2026-08-26
Pitch date: 2026-08-24
RBLX [bullish]
Roblox Corporation
+0.59%
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
$27.4B
Pitch Price
$38.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
-43.74
P/E
-27.12
EV/Sales
4.61
Sector
Entertainment
Category
growth
$RBLX: Getting Ahead of the Bookings Inflection
RBLX: Variant view: market extrapolated 2025's viral-driven bookings deceleration too far; third-party data suggest July's ~11% 2-year bookings CAGR is the trough, not another leg down. 2-yr engagement improving to ~29% (vs 25-26%), July mobile IAP >$100M (AppMagic, first since Dec'25), ~23M July downloads (#1 game globally), broad top-game ecosystem (MM2 new ATH >1.3M CCU). Engagement historically leads bookings, and the stock discounts inflections early. Math: as comps ease (Aug laps +54%, Sep +43%), a recovery to ~18-22% 2-yr CAGR implies Sep bookings roughly -2% to +4% YoY vs -19% in July. Key confirmation is the next 3rd-party bookings update; author estimates, not proof of inflection yet.
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