Benchmark has downgraded Roblox Corp (RBLX) to Hold from Buy as of October 30, 2025. This revision reflects increased caution regarding the company's outlook, possibly due to competitive pressures, market conditions, or execution risks that could affect performance.
As a provider of online gaming services, Roblox operates a platform that includes the Roblox Client, Roblox Studio, and Roblox Cloud. The company, headquartered in San Mateo, California, has a market capitalization of $75.0 billion and employs 2,474 full-time staff. Despite recent earnings surprises, where Q3 2025 EPS was reported at -$0.37 against an estimate of -$0.50, concerns linger over future performance. The upcoming earnings report is scheduled for February 3, 2026, with an expected EPS of -$0.47 and revenue of $2.0 billion.
Analyst ratings and price targets offer insights based on research and financial models, but they are rooted in assumptions that may not hold true. Investors should consider a range of factors, including company fundamentals, competitive positioning, and industry trends, when evaluating their investment choices. Analyst opinions can evolve as new information emerges, and differing views among analysts can provide a broader perspective on the company's potential.