ING Groep NV Decreases Holdings in Roblox Corporation $RBLX

ING Groep NV trimmed its position in Roblox Corporation (NYSE:RBLX) by 18.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 232,200 shares of the company’s stock after selling 52,000 shares during the period. ING Groep NV’s holdings in Roblox were worth $32,164,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the business. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Roblox in the 3rd quarter worth $26,000. Total Investment Management Inc. acquired a new position in Roblox during the 2nd quarter valued at about $29,000. Whipplewood Advisors LLC purchased a new stake in Roblox in the second quarter valued at about $34,000. Whittier Trust Co. of Nevada Inc. acquired a new stake in Roblox in the third quarter worth about $37,000. Finally, Root Financial Partners LLC acquired a new stake in Roblox in the third quarter worth about $38,000. 94.46% of the stock is owned by institutional investors and hedge funds.

Roblox News Summary

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Analyst upgrade drove a short-term rally, signaling some buy-side optimism that the stock’s long decline may be pausing. Roblox Rallies 10% on Analyst Upgrade. Is the Freefall Over?
• Positive Sentiment: Broad tech-sector strength has lifted RBLX in recent sessions — a market-wide tailwind that can offset company-specific headwinds. Roblox Stock Joins The Tech Sector Rally
• Positive Sentiment: Several brokers continue to rate RBLX a Buy / Outperform (Bank of America, Needham, BTIG, Wedbush), providing analyst support that can limit downside when sentiment shifts. Bank of America Securities Reaffirms Their Buy Rating on Roblox (RBLX)
• Neutral Sentiment: Analysis pieces highlight international revenue trends as an important variable for future growth; investors should watch geographic revenue mix in upcoming reports. Investing in Roblox (RBLX)? Don’t Miss Assessing Its International Revenue Trends
• Neutral Sentiment: Comparative write-ups place Roblox versus peers (e.g., Allied Gaming) — useful for relative valuation context but not an immediate catalyst. Roblox (NYSE:RBLX) and Allied Gaming & Entertainment (NASDAQ:AGAE) Head-To-Head Analysis
• Negative Sentiment: Regulatory and safety risk: Australia has requested a meeting with Roblox over child-grooming and graphic-content complaints — this raises reputational, compliance and potential regulatory costs that can pressure the stock. Australia asks for meeting with Roblox after grooming, content complaints
• Negative Sentiment: Citi cut its price target to $119 (from $152) citing peer multiple compression and model updates — a lower PT increases near-term selling pressure despite a maintained buy rating. Citi Lowers Roblox (RBLX) PT to $119 Citing Peer Multiple Compression, Updated Model
• Negative Sentiment: Needham reduced its price target to $105 — additional downward revisions to targets are weighing on sentiment even as some firms keep Buy ratings. Needham & Company LLC Cuts Roblox (NYSE:RBLX) Price Target to $105.00

Insiders Place Their Bets

In other news, insider Matthew D. Kaufman sold 20,867 shares of the company’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $96.10, for a total value of $2,005,318.70. Following the sale, the insider owned 239,775 shares in the company, valued at $23,042,377.50. This represents a 8.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Arvind Chakravarthy sold 20,912 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $95.23, for a total value of $1,991,449.76. Following the sale, the insider directly owned 181,043 shares in the company, valued at approximately $17,240,724.89. This trade represents a 10.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 357,003 shares of company stock worth $30,891,212. 12.92% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have recently issued reports on RBLX. Jefferies Financial Group set a $85.00 price objective on shares of Roblox in a report on Thursday, January 15th. Wolfe Research set a $100.00 price target on shares of Roblox in a research note on Monday, January 5th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Roblox in a research note on Monday, December 29th. JPMorgan Chase & Co. dropped their price objective on shares of Roblox from $100.00 to $75.00 and set a “neutral” rating on the stock in a report on Friday, February 6th. Finally, Raymond James Financial restated an “outperform” rating and issued a $165.00 target price (up previously from $155.00) on shares of Roblox in a research note on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $119.44.

Roblox Stock Down 2.2%

RBLX stock opened at $71.86 on Wednesday. The company has a market capitalization of $47.06 billion, a P/E ratio of -46.36 and a beta of 1.63. Roblox Corporation has a 12 month low of $50.10 and a 12 month high of $150.59. The firm’s fifty day simple moving average is $80.34 and its 200-day simple moving average is $107.08. The company has a debt-to-equity ratio of 2.54, a current ratio of 0.96 and a quick ratio of 0.96.

Roblox (NYSE:RBLX) last posted its earnings results on Thursday, February 5th. The company reported ($0.45) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.49) by $0.04. Roblox had a negative net margin of 21.78% and a negative return on equity of 311.88%. The company had revenue of $1.42 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the firm posted ($0.33) earnings per share. The firm’s quarterly revenue was up 122.6% on a year-over-year basis. As a group, equities research analysts forecast that Roblox Corporation will post -1.49 earnings per share for the current year.

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.