Roblox Corporation $RBLX Position Raised by Truist Financial Corp

Truist Financial Corp boosted its position in shares of Roblox Corporation (NYSE:RBLX) by 32.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,692 shares of the company’s stock after buying an additional 8,674 shares during the quarter. Truist Financial Corp’s holdings in Roblox were worth $4,944,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. NewEdge Advisors LLC increased its holdings in shares of Roblox by 2.3% in the 1st quarter. NewEdge Advisors LLC now owns 10,236 shares of the company’s stock valued at $597,000 after purchasing an additional 231 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Roblox by 70.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 13,000 shares of the company’s stock valued at $1,368,000 after purchasing an additional 5,363 shares during the last quarter. Janney Montgomery Scott LLC raised its holdings in Roblox by 1.4% during the second quarter. Janney Montgomery Scott LLC now owns 26,589 shares of the company’s stock valued at $2,797,000 after buying an additional 355 shares in the last quarter. PFG Investments LLC acquired a new stake in Roblox in the 2nd quarter worth approximately $201,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in shares of Roblox during the 2nd quarter worth $230,000. 94.46% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Roblox

In other Roblox news, CFO Naveen K. Chopra sold 19,424 shares of Roblox stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $95.23, for a total transaction of $1,849,747.52. Following the completion of the transaction, the chief financial officer directly owned 337,036 shares of the company’s stock, valued at $32,095,938.28. The trade was a 5.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Anthony P. Lee sold 66,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $92.54, for a total transaction of $6,107,640.00. Following the sale, the director owned 261,388 shares of the company’s stock, valued at $24,188,845.52. This trade represents a 20.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 429,899 shares of company stock worth $38,492,731 in the last three months. 12.92% of the stock is owned by company insiders.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Citi reaffirmed its buy rating on RBLX, signaling continued institutional confidence that could support the stock if earnings show continued user and monetization traction. Citi Sticks to Its Buy Rating for Roblox (RBLX)
• Positive Sentiment: Commentary urging investors to “ignore the gaming stock selloff” suggests the current weakness may be cyclical/technical rather than fundamental for companies with strong growth; that narrative can attract bargain hunters if Q4 results meet or beat expectations. Ignore the Gaming Stock Selloff
• Positive Sentiment: Market commentary on Unity’s sharp drop also notes a quick stabilization — if the sector rebound continues, some of the downward pressure on RBLX from cross-stock selling could dissipate. Unity’s 25% Drop: Gaming Crisis or Buying Opportunity?
• Neutral Sentiment: Analysts and previews are focused on Q4 metrics — user growth, engagement, APUs, and regional strength (Asia‑Pacific) — so the upcoming earnings report is the primary near-term catalyst; beat/miss on guidance will likely move the stock more than current commentary. Roblox Prepares to Report Q4 Earnings: Key Things to Watch
• Neutral Sentiment: Pre-earnings previews (Yahoo/Zacks) highlight revenue and margin pressure from higher investments — informational and important for the print, but not immediately directional until results and guidance are released. Will Roblox (RBLX) beat quarterly earnings?
• Neutral Sentiment: Canaccord trimmed its price target from $160 to $140 but left a buy rating — a mixed signal: it still projects large upside versus current levels, yet the cut reflects lowered near-term expectations. Roblox price target lowered at Canaccord
• Negative Sentiment: Wedbush trimmed its price target to $110, signaling more cautious medium‑term expectations and adding downward pressure on sentiment. Wedbush Cuts Roblox Price Target
• Negative Sentiment: Critical pieces and market math pointing to a much lower valuation (e.g., commentary asking if RBLX can fall to ~$46) underscore downside narratives that amplify selling during sector stress. Can Roblox Stock Scale To $46?

Roblox Stock Down 3.2%

RBLX stock opened at $65.31 on Wednesday. The stock has a market capitalization of $42.77 billion, a P/E ratio of -45.67 and a beta of 1.63. Roblox Corporation has a fifty-two week low of $50.10 and a fifty-two week high of $150.59. The business has a 50-day moving average of $83.00 and a 200-day moving average of $108.94. The company has a debt-to-equity ratio of 2.54, a current ratio of 0.96 and a quick ratio of 0.96.

Analyst Ratings Changes

RBLX has been the topic of several recent analyst reports. Wolfe Research set a $100.00 price target on Roblox in a research report on Monday, January 5th. TD Cowen reiterated a “sell” rating on shares of Roblox in a research note on Tuesday, January 27th. Wall Street Zen raised shares of Roblox from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. Macquarie raised their price target on Roblox from $158.00 to $164.00 and gave the company an “outperform” rating in a report on Tuesday, November 4th. Finally, UBS Group set a $155.00 target price on shares of Roblox in a research note on Tuesday, January 13th. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $130.88.

Roblox Company Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.