Roblox reported a 51% year-over-year increase in bookings in its second quarter 2025, suggesting heightened user engagement and monetization effectiveness. Since its first quarter 2025 earnings report ...

Fintel reports that on December 11, 2025, Jefferies maintained coverage of Roblox (NYSE:RBLX) with a Hold recommendation.

We initiate coverage on Roblox Corporation with a Hold rating, reflecting a balance between robust user and engagement growth, offset by consensus revenue expectations that we view as overextended.

Superbullet Studios pivoted from Roblox game development into building proprietary AI tools. The studio’s code editor integrates directly with Roblox Studio, cutting setup time to under a minute.

Roblox has leveraged AI and advertising to draw more users and revenue. As revenue rises, so do its losses, creating deep uncertainty about the business. However, as a bear market set in and investors ...