JP Morgan downgraded Roblox Corp (RBLX) to Neutral from Overweight on December 11, 2025. The current price stands at $88.84 with a market capitalization of $66.2 billion. The downgrade indicates increased caution regarding the company's outlook, potentially reflecting concerns over competitive pressures and market conditions.
Roblox Corp, headquartered in San Mateo, California, provides online gaming services through its platform, which includes the Roblox Client, Roblox Studio, and Roblox Cloud. The company employs 2,474 full-time staff and went public on March 10, 2021. Its platform allows users to explore 3D immersive experiences and offers developers tools to create engaging content.
Recent earnings performance shows Roblox reporting an EPS of -0.37 for Q3 2025, beating estimates by 26.3%. Upcoming earnings are scheduled for February 4, 2026, with an EPS estimate of -0.47 and revenue expectation of $2.1 billion.
Analyst consensus as of December 1, 2025, includes 9 Strong Buy, 20 Buy, 10 Hold, 1 Sell, and 0 Strong Sell ratings, with an overall consensus of Buy. Analyst ratings are subject to change as new information emerges, and should be considered alongside other factors including company fundamentals and market trends.