Gaming

R

Roblox Corporation

RBLX · US

Watch

Roblox is a UGC immersive gaming platform where users buy Robux and spend it on developer-built experiences and items, while the company recognizes Bookings over paying-user lifetimes. Q1 2026 revenue was $1.442 billion, Bookings were $1.731 billion, DAU reached 132 million, free cash flow was $596 million, and paying users rose 52% year over year, showing the platform flywheel is still turning; however, the safety-governance rebuild is weighing on near-term growth, stock-based compensation remains heavy, and the stock at $43.31 trades at about 5.1x sales. Research rating Watch: a platform in transition, with the old story over, the new story not yet proven, and no obvious margin of safety.