Roblox (NYSE:RBLX) Director Gregory Baszucki Sells 16,666 Shares of Stock

Roblox Corporation (NYSE:RBLX) Director Gregory Baszucki sold 16,666 shares of Roblox stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $44.97, for a total value of $749,470.02. Following the completion of the sale, the director owned 1,294,501 shares of the company’s stock, valued at approximately $58,213,709.97. The trade was a 1.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Gregory Baszucki also recently made the following trade(s):

• On Wednesday, April 1st, Gregory Baszucki sold 16,666 shares of Roblox stock. The stock was sold at an average price of $57.95, for a total value of $965,794.70.

Roblox Stock Up 2.3%

Shares of NYSE RBLX opened at $44.77 on Friday. The firm has a market capitalization of $30.06 billion, a PE ratio of -28.33 and a beta of 1.50. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.45. Roblox Corporation has a 1 year low of $41.75 and a 1 year high of $150.59. The firm’s 50-day moving average is $58.29 and its 200-day moving average is $77.59.

Roblox (NYSE:RBLX) last issued its quarterly earnings results on Thursday, April 30th. The company reported ($0.35) EPS for the quarter, topping the consensus estimate of ($0.41) by $0.06. Roblox had a negative net margin of 20.69% and a negative return on equity of 277.69%. The company had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.74 billion. During the same quarter in the previous year, the company earned ($0.32) EPS. Roblox’s revenue was up 43.4% on a year-over-year basis. Equities analysts expect that Roblox Corporation will post -1.49 EPS for the current year.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Piper Sandler reiterated a positive stance (published as “remains a buy”), providing a buy-side datapoint that can support demand for the shares. Piper Sandler Remains a Buy on Roblox (RBLX)
• Neutral Sentiment: Director Gregory Baszucki sold 16,666 shares under a pre‑arranged Rule 10b5‑1 plan (small relative to his stake), which is routine but can be viewed as a modest supply signal. SEC Form 4 filed. SEC Form 4
• Neutral Sentiment: Analyst consensus is around a “Hold” and opinions are mixed across the Street, leaving guidance and legal developments as the heavier near‑term drivers. Roblox Given Consensus Rating of “Hold” by Analysts
• Negative Sentiment: Multiple law firms (Pomerantz, Levi & Korsinsky, Block & Leviton, Kahn Swick & Foti) have opened shareholder investigations alleging possible securities‑law violations tied to prior guidance/comments — this raises legal risk, potential discovery/costs and headline volatility. Pomerantz Investigation Levi & Korsinsky
• Negative Sentiment: Management cut FY‑2026 bookings guidance (from ~22–26% expected earlier to a much lower 8–12% range on the Q1 call), which directly pressures revenue/valuation expectations and is a core reason investors have reacted. Roblox CEO cuts 2026 bookings guidance
• Negative Sentiment: At least one outlet reports a Piper Sandler downgrade/less constructive move elsewhere on the Street; mixed/negative analyst notes add selling pressure and volatility. Piper Sandler downgrades Roblox (RBLX)

Institutional Trading of Roblox

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Roblox by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 63,458,784 shares of the company’s stock valued at $5,142,065,000 after acquiring an additional 1,020,786 shares during the last quarter. Capital International Investors increased its stake in shares of Roblox by 7.3% in the 4th quarter. Capital International Investors now owns 31,953,301 shares of the company’s stock valued at $2,589,282,000 after acquiring an additional 2,184,439 shares during the last quarter. Morgan Stanley increased its stake in shares of Roblox by 8.1% in the 4th quarter. Morgan Stanley now owns 20,728,914 shares of the company’s stock valued at $1,679,664,000 after acquiring an additional 1,555,549 shares during the last quarter. State Street Corp increased its stake in shares of Roblox by 3.3% in the 4th quarter. State Street Corp now owns 13,812,362 shares of the company’s stock valued at $1,119,216,000 after acquiring an additional 442,518 shares during the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Roblox by 4.7% in the 4th quarter. Geode Capital Management LLC now owns 12,220,045 shares of the company’s stock valued at $988,002,000 after purchasing an additional 547,103 shares during the period. 94.46% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on RBLX. Piper Sandler cut shares of Roblox from an “overweight” rating to a “neutral” rating and lowered their price target for the stock from $100.00 to $50.00 in a research report on Monday. Freedom Capital upgraded shares of Roblox from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 6th. Barclays lowered 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 report on Friday, May 1st. Needham & Company LLC started coverage on Roblox in a research report on Friday, May 1st. They set a “buy” rating and a $60.00 target price for the company. Finally, HSBC cut Roblox from a “buy” rating to a “hold” rating and set a $46.00 price target for the company. in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $87.17.

About Roblox

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.