经济观察网 根据公开信息，截至2026年2月21日，Roblox Corp.（RBLX.US）近期有以下值得关注的事 件动态： 业绩经营情况 公司于2026年2月初发布的2025年第四季度业绩显著优于市场预期。第四季度订阅收入同比增长63.2% 至22.22亿美元，调整后EBITDA同比增长83.1%至6.98亿美元。全年业绩指引亦较为乐观，2026年订阅 收入指引中点（84.18亿美元）和调整后EBITDA利润率指引中点（24.8%）均大幅高于市场此前预期。 公司状况 管理层在财报中明确了对2026年及更长远的增长信心，预计平台营收将保持两位数增长，并持续扩大运 营利润率。公司指出，平台用户参与度和内容丰富度的持续提升是驱动增长的关键，即便在季度内缺乏 爆款游戏的情况下，生态系统的整体改善仍支撑了用户获取和留存。 股票近期走势 近期，市场关注点包括Google Genie等生成式AI技术对游戏行业的潜在影响。不过，Roblox管理层倾向 于将这类技术视为"交互式视频"，并指出其在逻辑确定性和物理连贯性上仍有提升空间。公司认为，其 核心优势在于基于游戏的青少年社交平台属性，以及1.44亿日活跃用户形成的社交关 ...

责任编辑：张俊 SF065 美国加州洛杉矶县指控Roblox（RBLX） 因审核和年龄验证不足，使未成年人面临遭受诱拐者和接触不 良内容的风险；该公司对此指控提出异议，并为其安全控制措施辩护。 美国加州洛杉矶县指控Roblox（RBLX） 因审核和年龄验证不足，使未成年人面临遭受诱拐者和接触不 良内容的风险；该公司对此指控提出异议，并为其安全控制措施辩护。 责任编辑：张俊 SF065 ...

Core Viewpoint - Los Angeles County has filed a lawsuit against Roblox, accusing the platform of being a dangerous environment for minors, facilitating exploitation and abuse through its design and lack of effective safeguards [1][4][7]. Group 1: Lawsuit Details - The lawsuit claims that Roblox has created a breeding ground for exploitation, including "pornographic content," grooming, and simulated sexual activity, particularly affecting minors [1][4]. - The filing highlights specific incidents, such as a reported case in 2018 where a seven-year-old girl's avatar was raped by other users' avatars, illustrating the severe risks present on the platform [6]. - The lawsuit seeks marketing injunctions and penalties of $2,500 for each violation, which could amount to millions daily [6]. Group 2: Roblox's Response - Roblox has publicly disputed the claims made in the lawsuit, asserting that safety is a core aspect of their platform and that they continuously enhance their protective measures [8][9]. - The company emphasizes that it has advanced safeguards to monitor harmful content and communications, including restrictions on image sharing via chat [9]. - Roblox has 30 days to respond to the lawsuit after being served, which may involve various legal strategies [10]. Group 3: Industry Context - Roblox has established lucrative partnerships with major companies like Warner Bros, Netflix, and TikTok, indicating its significant market presence and appeal [2]. - The lawsuit from LA County aligns with similar legal actions from other states, suggesting a growing scrutiny of online platforms regarding child safety [3].

PALM BEACH GARDEN, Fla., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Rafferty Domnick Cunningham & Yaffa (RDCY) announced today that attorney Madeline Pendley has been appointed by the United States District Court for the Northern District of California to serve as Executive Committee Development Counsel in the nationwide litigation titled In re: Roblox Corporation Child Sexual Exploitation and Assault Litigation, MDL No. 3166. The appointment was entered by Chief United States District Judge Richard Seeborg on Febru ...

Group 1 - Roblox Corporation (NYSE:RBLX) is recognized as one of the best innovative stocks to buy, with BMO Capital reaffirming an Outperform rating and a price target of $160 due to the popularity of a new game on the platform [1] - The new game "Survive LAVA for Brainrots!" launched on January 30 and has already garnered 60 million total visits, indicating strong user engagement [1] - The predecessor game "Escape Tsunami for Brainrots!" peaked on January 24 with 161 million daily visits, and the emergence of new Brainrot-themed games suggests that this intellectual property is becoming a staple on the platform [3] Group 2 - Roblox reported a remarkable fourth quarter with bookings increasing by 63% to $2.2 billion and 144 million daily active users, driven by international development, particularly in Asia, which contributed to triple-digit growth in key emerging markets [4] - The company operates an interactive entertainment platform that allows users to create, share, and experience 3D virtual worlds and games [4]

Core Insights - Gaming stocks have experienced significant declines over the past six months, with Roblox shares falling 52% during this period [1] - Major investment firms, including ARK Invest, Blackrock, State Street, and Vanguard Group, have recently increased their holdings in Roblox, indicating potential confidence in the stock's future [2][5] Company Overview - Roblox's current share price is $63.17, with a market capitalization of $45 billion [2] - The stock has a 52-week range of $50.10 to $150.59, highlighting its volatility [2] - The company's gross margin stands at 23.75% [2] Recent Investment Activity - ARK Invest has been particularly active, purchasing a total of $17.5 million in Roblox stock over two days, with the majority coming from the ARK Innovation ETF [3][2] - Blackrock disclosed a purchase of over 2 million shares of Roblox in its latest quarterly filing, while State Street and Vanguard Group each added more than a million shares to their portfolios [5]

Core Viewpoint - Roblox Corporation (NYSE:RBLX) is identified as a high-risk, high-reward growth stock, with a recent upgrade from Roth Capital to a Buy rating based on strong growth projections and improved development tools [1][3]. Group 1: Financial Performance - In Q4-2025, Roblox reported a 69% year-over-year increase in daily active users (DAU) to 144 million and an 88% year-over-year increase in hours engaged to 35 billion, indicating that existing users are spending more time on the platform [2]. - Revenue for Q4-2025 grew by 43% year-over-year to $1.4 billion, while bookings increased by 63% year-over-year to $2.2 billion, reflecting robust operational metrics [2]. Group 2: Future Guidance - Management guidance for Q1-2026 indicates revenue growth of 32% to 37% and for the full year 2026, growth is projected at 23% to 29% [3]. - Bookings are expected to grow by 40% to 44% in Q1-2026 and by 22% to 26% for the full year 2026, suggesting continued strong performance [3]. Group 3: Investment Outlook - Roth Capital's upgrade of Roblox to a Buy rating was influenced by better-than-expected guidance regarding bookings growth, which is anticipated to exceed 20% annually over the next several years [1][3]. - The firm highlighted that Roblox's improving development tools are crucial for producing higher-quality games, leading to a sustainable growth cycle [1].

分组1: Economic Outlook and Federal Reserve - The January US jobs report indicates a stronger-than-expected labor market, leading to speculation about potential rate cuts by the Federal Reserve later in the year [1] - Economists from Bloomberg Economics expect the Fed to cut rates by 100 basis points this year, citing easing inflation as a factor [1] - CIBC Capital Markets anticipates the first rate cut in June, with two cuts expected for the year, supporting a wait-and-see approach [2] 分组2: Stock Market Implications - Lower interest rates are projected to positively impact the stock market, leading to higher trading multiples for stocks [2] - A higher stock market valuation would particularly benefit high-beta stocks, which are characterized by higher risk and potential reward [3] 分组3: Company-Specific Insights - Roblox Corporation - Roblox Corporation (NYSE:RBLX) has an upside of 46.36% and a 5-year beta of 1.63x, with 90 hedge fund holders [8] - The company reported a 69% YoY growth in daily active users and a 43% YoY increase in revenue to $1.4 billion for Q4-2025 [10] - Management guidance for 2026 indicates revenue growth of 32% to 37% in Q1 and 23% to 29% for the full year [11] 分组4: Company-Specific Insights - Affirm Holdings Inc. - Affirm Holdings Inc. (NASDAQ:AFRM) has an upside of 46.68% and a 5-year beta of 3.58x, with 60 hedge fund holders [13] - The company reported a 36% YoY growth in gross merchandise volume to $13.8 billion and a 30% YoY revenue growth to $1.1 billion for Q2 FY2026 [16] - Management expects revenue for Q3-2026 to be between $0.97 billion and $1.00 billion, indicating a YoY growth rate of 23.9%-27.7% [17]

photoman/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30) Transcript Rena Sherbill: Sara Awad from Tech Contrarians. Always great to talk to you on Investing Experts. Welcome back to the show. Sara Awad: Than ...

机构观点 经济观察网根据2026年2月12日的市场信息，罗布乐思(RBLX.N)股价当日下跌9.89%，收盘报62.17美 元。下跌主要与部分投行下调目标价及市场对最新财报的担忧有关。 股票近期走势 当日股价波动加剧，开盘价为68.34美元，盘中振幅达10.41%，最低触及61.61美元。这一走势发生在公 司发布2025年第四季度财报(2026年2月5日公布)后，市场对财报中净亏损扩大、业绩指引政策调整以及 竞争风险有所反应。 多家华尔街投行在2月10日左右下调了罗布乐思的目标价，花旗、Piper Sandler和瑞银等机构提及了对AI 竞争平台、盈利可持续性以及公司不再提供年度业绩指引(转为聚焦季度指引)的担忧。不过，也有机构 维持积极评级，认为用户留存与内容生态优势显著，短期风险已充分定价。 业绩经营情况 2025年第四季度财报显示，公司营收同比增长43%至14.15亿美元，预订额同比增长63%至22.2亿美元， 日均活跃用户达1.44亿(同比增长69%)，均超市场预期。但净亏损扩大至3.16亿美元，且公司面临AI娱 乐平台分流用户、内容审核成本提升、青少年用户为主的监管合规压力等风险。此外，中东多国以儿 ...