Roblox (NYSE:RBLX), the recent direct listing of the online game and user developer platform, could still be significantly undervalued. I believe that it is possible RBLX stock could be worth 30% more ...

Roblox investors are focusing on a path to profitability after the metaverse pioneer reported a wider-than-expected Q1 loss Wednesday morning. But the company reported an unexpected beat of free cash ...

Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.

I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing free cash flow ...