Landscape Capital Management L.L.C. Purchases 25,418 Shares of Roblox Corporation $RBLX

Landscape Capital Management L.L.C. grew its position in shares of Roblox Corporation (NYSE:RBLX) by 37.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 93,546 shares of the company’s stock after buying an additional 25,418 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in Roblox were worth $7,580,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of RBLX. Baird Financial Group Inc. raised its stake in Roblox by 1.4% in the second quarter. Baird Financial Group Inc. now owns 7,294 shares of the company’s stock worth $767,000 after buying an additional 102 shares in the last quarter. Sunbelt Securities Inc. raised its stake in Roblox by 58.7% in the third quarter. Sunbelt Securities Inc. now owns 284 shares of the company’s stock worth $39,000 after buying an additional 105 shares in the last quarter. Brown Brothers Harriman & Co. raised its stake in Roblox by 2.8% in the third quarter. Brown Brothers Harriman & Co. now owns 4,042 shares of the company’s stock worth $560,000 after buying an additional 110 shares in the last quarter. Westpac Banking Corp raised its stake in Roblox by 0.6% in the third quarter. Westpac Banking Corp now owns 20,043 shares of the company’s stock worth $2,776,000 after buying an additional 115 shares in the last quarter. Finally, NewEdge Advisors LLC raised its stake in Roblox by 1.3% in the second quarter. NewEdge Advisors LLC now owns 10,374 shares of the company’s stock worth $1,091,000 after buying an additional 138 shares in the last quarter. 94.46% of the stock is owned by institutional investors.

Trending Headlines about Roblox

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: No clearly positive company-specific developments were reported in the provided articles.
• Neutral Sentiment: Multiple law firms, including Bronstein, Gewirtz & Grossman, Pomerantz, Faruqi & Faruqi, Rosen, Robbins LLP, and Robbins Geller, announced or reminded investors about an already filed class-action lawsuit and the August 7, 2026 lead-plaintiff deadline. Article Title
• Negative Sentiment: The lawsuits allege Roblox misled investors about the impact of its age-verification rollout, which reportedly contributed to a sharp sequential decline in daily active users and an 18% stock drop that erased about $6.7 billion in market value. Article Title
• Negative Sentiment: New securities-fraud claims and investor alerts increase the odds of ongoing legal costs, management distraction, and additional headline risk for Roblox shares. Article Title

Insiders Place Their Bets

In other Roblox news, insider Sean Jack Buckley sold 4,744 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $46.36, for a total value of $219,931.84. Following the sale, the insider owned 97,141 shares in the company, valued at approximately $4,503,456.76. This represents a 4.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Amy Marie Rawlings sold 2,895 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $45.24, for a total transaction of $130,969.80. Following the completion of the sale, the chief accounting officer owned 35,238 shares in the company, valued at approximately $1,594,167.12. This trade represents a 7.59% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 189,449 shares of company stock valued at $9,179,410. Insiders own 10.05% of the company’s stock.

Roblox Price Performance

Shares of RBLX opened at $43.30 on Friday. The stock has a market cap of $29.08 billion, a PE ratio of -27.41 and a beta of 1.44. The company has a debt-to-equity ratio of 2.45, a quick ratio of 0.89 and a current ratio of 0.89. Roblox Corporation has a fifty-two week low of $40.15 and a fifty-two week high of $150.59. The firm’s 50-day simple moving average is $50.07 and its two-hundred day simple moving average is $65.56.

Roblox (NYSE:RBLX) last announced its quarterly earnings data on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.41) by $0.06. The business had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.74 billion. Roblox had a negative net margin of 20.69% and a negative return on equity of 277.69%. The business’s revenue was up 43.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.32) earnings per share. Analysts anticipate that Roblox Corporation will post -1.4 earnings per share for the current fiscal year.

Roblox announced that its board has approved a share buyback plan on Tuesday, May 19th that permits the company to buyback $3.00 billion in outstanding shares. This buyback authorization permits the company to reacquire up to 9.5% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

RBLX has been the subject of a number of research reports. Barclays decreased their price target on shares of Roblox from $115.00 to $60.00 and set an “equal weight” rating for the company in a research note on Friday, May 1st. Needham & Company LLC initiated coverage on shares of Roblox in a research note on Friday, May 1st. They issued a “buy” rating and a $60.00 price target for the company. BTIG Research downgraded shares of Roblox from a “buy” rating to a “neutral” rating in a research note on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $62.00 price target on shares of Roblox in a research note on Friday, May 1st. Finally, The Goldman Sachs Group decreased their price target on shares of Roblox from $125.00 to $65.00 and set a “buy” rating for the company in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $87.07.

Roblox 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.