$RBLX — X 투자자들은 지금 무슨 이야기를 하나

$RBLX로블록스 · Electronic Gaming & Multimedia · 307억 달러

$43.10

프리마켓+0.2%

이벤트 흐름

주요 이벤트 · 시간순

18건

2026-09-29애널리스트악재
제프리스, 로블록스 투자의견 하향, 목표가 $38
복수의 소식통이 제프리스가 예약 매출 전망을 지나치게 낙관적으로 본다고 확인, 주가 하락.
첫날 -1.6% · 현재까지 +4.4%
2026-09-28애널리스트
Jefferies: 투자의견 하향 → Underperform
첫날 -9.9% · 현재까지 +2.7%

이전 이벤트 16건

2026-09-14 → 09-15애널리스트악재
BTIG Maintains Sell on Roblox, Raises PT to $41영어 원문
Analyst sees near-term bookings growth but flags developer relations and platform health concerns; PT raised but Sell maintained
첫날 +12.7% · 5일 후 -0.1%
전개 과정 2회
- 2026-09-14 Wedbush and BofA raise PTs to $48, stock up ~10%
- 2026-09-15 Analyst sees near-term bookings growth but flags developer relations and platform health concerns; PT raised but Sell maintained
2026-09-11 → 09-12제품
Roblox Dev Conference Unveils AI Creation Tools, Engine Upgrades영어 원문
Conference details AI-assisted creation, collaborative workflows, engine fidelity upgrades, extending existing event thread
첫날 +1.4% · 5일 후 +5.1%
전개 과정 2회
- 2026-09-11 Creators can distribute games as standalone apps across mobile, PC and consoles; new AI tools lower build barriers
- 2026-09-12 Conference details AI-assisted creation, collaborative workflows, engine fidelity upgrades, extending existing event thread
2026-09-11기타
Roblox (RBLX) Outperforms Market in Recent Session영어 원문
Shares closed at $45.5, +1.38% for session, outpacing broader market
첫날 +1.4% · 5일 후 +5.1%
2026-08-14규제악재
US Senate launches investigation into Roblox over child safety영어 원문
Senators demand documents by end of August, escalating regulatory pressure
첫날 +0.7% · 5일 후 +0.4%
2026-08-14M&A·자금조달
Gavin Baker Q2 13F discloses $135M RBLX stake영어 원문
Top tech fund manager held $135M RBLX as of June 30, among top 10 holdings
첫날 +0.7% · 5일 후 +0.4%
2026-07-13 → 08-13규제악재
Roblox faces multiple lawsuits and regulatory probes, investor losses mount영어 원문
Ohio AG joins securities class action, alleges failure to disclose age verification impact
첫날 -0.6% · 5일 후 -3.2%
전개 과정 22회
- 2026-07-13 At least 5 independent firms remind investors to join suits alleging violations from Oct 30, 2025 to Apr 30, 2026
- 2026-07-14 Multiple law firms issued investor alerts on July 13-14, with deadline extended to August 7
- 2026-07-15 At least 7 law firms issued investor alerts between July 13-15, alleging securities fraud during October 30, 2025 to April 30, 2026, with lead plaintiff deadline on August 7, 2026.
- 2026-07-15 Three additional firms (HBSS, Faruqi & Faruqi, Rosen) issued alerts today, expanding the class period with the Aug 7 deadline unchanged
- 2026-07-16 Multiple law firms (Pomerantz, Hagens Berman, Rosen, Bernstein Liebhard) issued similar reminders today, but no new facts, just repetition.
- 2026-07-17 At least 6 law firms issued reminders today; lead plaintiff deadline is August 7, 2026
- 2026-07-19 Bronstein and Rosen separately remind investors; class period Oct 30, 2025 to Apr 30, 2026
- 2026-07-20 Three more firms remind investors of the class action, alleging misleading statements regarding age-check rollout.
- 2026-07-21 Four more firms (Pomerantz, Portnoy, Gross, Hagens Berman) issued reminders today; deadline Aug 7
- 2026-07-22 Multiple firms remind investors of the August 7 deadline in the Roblox class action.
- 2026-07-24 Multiple law firms issued notices, with lead plaintiff deadline on August 7, 2026, covering investors who purchased stock between Oct 30, 2025 and Apr 30, 2026.
- 2026-07-27 Multiple law firms issue reminders, August 7 deadline approaches, litigation involves age verification impact.
- 2026-07-28 At least 7 law firms issued reminders today; Aug 7 lead plaintiff deadline; class period Oct 31, 2024-Apr 30, 2026
- 2026-07-29 Multiple law firms remind investors of deadlines, litigation continues.
- 2026-07-31 Multiple law firms issue reminders for class action covering Oct 31, 2024-Apr 30, 2026; investors must act by Aug 7
- 2026-07-31 Law firms remind investors of Aug 7 deadline in securities fraud suit
- 2026-08-02 Two firms announce filed class action and new fraud investigation, extending existing litigation line
- 2026-08-03 August 7 deadline approaching; firms urge investors to act
- 2026-08-04 At least 6 law firms issued class action reminders today, continuing the existing litigation line.
- 2026-08-05 Faruqi, Hagens Berman, and Rosen issue same-day alerts as claims deadline approaches
- 2026-08-06 Multiple firms issued reminders today as class action deadline approaches for investor losses.
- 2026-08-13 Ohio AG joins securities class action, alleges failure to disclose age verification impact
2026-08-06M&A·자금조달
Institutional Moves: Arkadios Boosts Stake 195%, Empowered Funds Cuts 59%영어 원문
Director sold at avg $37.46, Empowered Funds cut 59.3% in Q1, signaling weak confidence.
첫날 -0.4% · 5일 후 +5.3%
전개 과정 2회
- 2026-08-06 Two firms' SEC filings show opposing bets, reflecting divergence
- 2026-08-06 Director sold at avg $37.46, Empowered Funds cut 59.3% in Q1, signaling weak confidence.
2026-08-01 → 08-02실적악재
Roblox sinks 29% to $34.50 as Q3 bookings guide points to $1.576bn-$1.653bn영어 원문
Post-Q2 stock crash worst single-day drop; multiple downgrades, FY outlook withdrawn
첫날 +3.0% · 5일 후 +1.0%
2026-07-31 → 08-01실적악재
Roblox Q2: EPS Beats, Users Decline 3rd Straight Quarter, AH Down 11%+영어 원문
Stock sees worst day ever after Q2; analysts downgrade, FY guidance withdrawn
첫날 -26.9% · 5일 후 +6.2%
전개 과정 2회
- 2026-07-31 EPS -$0.26 beat estimates, but user decline for 3rd consecutive quarter spurs selloff
- 2026-08-01 Stock sees worst day ever after Q2; analysts downgrade, FY guidance withdrawn
2026-07-31애널리스트
애널리스트 투자의견 변경 5건 (상향 0 / 하향 5)
첫날 -26.9% · 5일 후 +6.2%
2026-07-30규제악재
EU Says ChatGPT and Roblox Could Be Included in DSA Scope영어 원문
EC spokesperson says both could be designated as VLOPs, facing stricter rules.
첫날 -2.9% · 5일 후 -26.0%
2026-07-30실적
실적 발표
첫날 -2.9% · 5일 후 -26.0%
2026-07-308-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -2.9% · 5일 후 -26.0%
2026-07-24 → 07-27애널리스트악재
Wedbush Cuts Roblox FY2026 Estimates on Age-Verification Friction영어 원문
Zacks previews Q2 estimates as analysts weigh age-verification impact
첫날 +0.0% · 5일 후 -25.1%
전개 과정 3회
- 2026-07-24 Wedbush trimmed estimates ahead of Q2 results, citing friction from age-verification measures impacting user growth.
- 2026-07-25 Multiple firms alert investors to Aug 7 deadline; litigation relates to age verification impact disclosures.
- 2026-07-27 Zacks previews Q2 estimates as analysts weigh age-verification impact
2026-07-25실적
Roblox Earnings Set for Week of July 30; Focus on User Metrics영어 원문
Ahead of earnings, analysis notes DAU and engagement hours may decline further, pressuring stock.
첫날 +1.8% · 5일 후 -24.3%
2026-07-16 → 07-18제품호재
Roblox Launches AI-Powered Mobile Game Creation Feature 'Build'영어 원문
No new facts today; reiterates previously recorded product launch information.
첫날 -5.4% · 5일 후 -12.0%
전개 과정 3회
- 2026-07-16 Roblox announced a new Build tab and AI tools in its mobile app, offering new creation methods, a product update.
- 2026-07-17 Business Insider reports Roblox announced Build, an AI-powered in-phone-app game creation tool
- 2026-07-18 No new facts today; reiterates previously recorded product launch information.

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

18건

2026-09-29애널리스트악재
제프리스, 로블록스 투자의견 하향, 목표가 $38
복수의 소식통이 제프리스가 예약 매출 전망을 지나치게 낙관적으로 본다고 확인, 주가 하락.
첫날 -1.6% · 현재까지 +4.4%
2026-09-28애널리스트
Jefferies: 투자의견 하향 → Underperform
첫날 -9.9% · 현재까지 +2.7%
2026-09-14 → 09-15애널리스트악재
BTIG Maintains Sell on Roblox, Raises PT to $41영어 원문
Analyst sees near-term bookings growth but flags developer relations and platform health concerns; PT raised but Sell maintained
첫날 +12.7% · 5일 후 -0.1%
전개 과정 2회
- 2026-09-14 Wedbush and BofA raise PTs to $48, stock up ~10%
- 2026-09-15 Analyst sees near-term bookings growth but flags developer relations and platform health concerns; PT raised but Sell maintained
2026-09-11 → 09-12제품
Roblox Dev Conference Unveils AI Creation Tools, Engine Upgrades영어 원문
Conference details AI-assisted creation, collaborative workflows, engine fidelity upgrades, extending existing event thread
첫날 +1.4% · 5일 후 +5.1%
전개 과정 2회
- 2026-09-11 Creators can distribute games as standalone apps across mobile, PC and consoles; new AI tools lower build barriers
- 2026-09-12 Conference details AI-assisted creation, collaborative workflows, engine fidelity upgrades, extending existing event thread
2026-09-11기타
Roblox (RBLX) Outperforms Market in Recent Session영어 원문
Shares closed at $45.5, +1.38% for session, outpacing broader market
첫날 +1.4% · 5일 후 +5.1%

이전 이벤트 13건

2026-08-14규제악재
US Senate launches investigation into Roblox over child safety영어 원문
Senators demand documents by end of August, escalating regulatory pressure
첫날 +0.7% · 5일 후 +0.4%
2026-08-14M&A·자금조달
Gavin Baker Q2 13F discloses $135M RBLX stake영어 원문
Top tech fund manager held $135M RBLX as of June 30, among top 10 holdings
첫날 +0.7% · 5일 후 +0.4%
2026-07-13 → 08-13규제악재
Roblox faces multiple lawsuits and regulatory probes, investor losses mount영어 원문
Ohio AG joins securities class action, alleges failure to disclose age verification impact
첫날 -0.6% · 5일 후 -3.2%
전개 과정 22회
- 2026-07-13 At least 5 independent firms remind investors to join suits alleging violations from Oct 30, 2025 to Apr 30, 2026
- 2026-07-14 Multiple law firms issued investor alerts on July 13-14, with deadline extended to August 7
- 2026-07-15 At least 7 law firms issued investor alerts between July 13-15, alleging securities fraud during October 30, 2025 to April 30, 2026, with lead plaintiff deadline on August 7, 2026.
- 2026-07-15 Three additional firms (HBSS, Faruqi & Faruqi, Rosen) issued alerts today, expanding the class period with the Aug 7 deadline unchanged
- 2026-07-16 Multiple law firms (Pomerantz, Hagens Berman, Rosen, Bernstein Liebhard) issued similar reminders today, but no new facts, just repetition.
- 2026-07-17 At least 6 law firms issued reminders today; lead plaintiff deadline is August 7, 2026
- 2026-07-19 Bronstein and Rosen separately remind investors; class period Oct 30, 2025 to Apr 30, 2026
- 2026-07-20 Three more firms remind investors of the class action, alleging misleading statements regarding age-check rollout.
- 2026-07-21 Four more firms (Pomerantz, Portnoy, Gross, Hagens Berman) issued reminders today; deadline Aug 7
- 2026-07-22 Multiple firms remind investors of the August 7 deadline in the Roblox class action.
- 2026-07-24 Multiple law firms issued notices, with lead plaintiff deadline on August 7, 2026, covering investors who purchased stock between Oct 30, 2025 and Apr 30, 2026.
- 2026-07-27 Multiple law firms issue reminders, August 7 deadline approaches, litigation involves age verification impact.
- 2026-07-28 At least 7 law firms issued reminders today; Aug 7 lead plaintiff deadline; class period Oct 31, 2024-Apr 30, 2026
- 2026-07-29 Multiple law firms remind investors of deadlines, litigation continues.
- 2026-07-31 Multiple law firms issue reminders for class action covering Oct 31, 2024-Apr 30, 2026; investors must act by Aug 7
- 2026-07-31 Law firms remind investors of Aug 7 deadline in securities fraud suit
- 2026-08-02 Two firms announce filed class action and new fraud investigation, extending existing litigation line
- 2026-08-03 August 7 deadline approaching; firms urge investors to act
- 2026-08-04 At least 6 law firms issued class action reminders today, continuing the existing litigation line.
- 2026-08-05 Faruqi, Hagens Berman, and Rosen issue same-day alerts as claims deadline approaches
- 2026-08-06 Multiple firms issued reminders today as class action deadline approaches for investor losses.
- 2026-08-13 Ohio AG joins securities class action, alleges failure to disclose age verification impact
2026-08-06M&A·자금조달
Institutional Moves: Arkadios Boosts Stake 195%, Empowered Funds Cuts 59%영어 원문
Director sold at avg $37.46, Empowered Funds cut 59.3% in Q1, signaling weak confidence.
첫날 -0.4% · 5일 후 +5.3%
전개 과정 2회
- 2026-08-06 Two firms' SEC filings show opposing bets, reflecting divergence
- 2026-08-06 Director sold at avg $37.46, Empowered Funds cut 59.3% in Q1, signaling weak confidence.
2026-08-01 → 08-02실적악재
Roblox sinks 29% to $34.50 as Q3 bookings guide points to $1.576bn-$1.653bn영어 원문
Post-Q2 stock crash worst single-day drop; multiple downgrades, FY outlook withdrawn
첫날 +3.0% · 5일 후 +1.0%
2026-07-31 → 08-01실적악재
Roblox Q2: EPS Beats, Users Decline 3rd Straight Quarter, AH Down 11%+영어 원문
Stock sees worst day ever after Q2; analysts downgrade, FY guidance withdrawn
첫날 -26.9% · 5일 후 +6.2%
전개 과정 2회
- 2026-07-31 EPS -$0.26 beat estimates, but user decline for 3rd consecutive quarter spurs selloff
- 2026-08-01 Stock sees worst day ever after Q2; analysts downgrade, FY guidance withdrawn
2026-07-31애널리스트
애널리스트 투자의견 변경 5건 (상향 0 / 하향 5)
첫날 -26.9% · 5일 후 +6.2%
2026-07-30규제악재
EU Says ChatGPT and Roblox Could Be Included in DSA Scope영어 원문
EC spokesperson says both could be designated as VLOPs, facing stricter rules.
첫날 -2.9% · 5일 후 -26.0%
2026-07-30실적
실적 발표
첫날 -2.9% · 5일 후 -26.0%
2026-07-308-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -2.9% · 5일 후 -26.0%
2026-07-24 → 07-27애널리스트악재
Wedbush Cuts Roblox FY2026 Estimates on Age-Verification Friction영어 원문
Zacks previews Q2 estimates as analysts weigh age-verification impact
첫날 +0.0% · 5일 후 -25.1%
전개 과정 3회
- 2026-07-24 Wedbush trimmed estimates ahead of Q2 results, citing friction from age-verification measures impacting user growth.
- 2026-07-25 Multiple firms alert investors to Aug 7 deadline; litigation relates to age verification impact disclosures.
- 2026-07-27 Zacks previews Q2 estimates as analysts weigh age-verification impact
2026-07-25실적
Roblox Earnings Set for Week of July 30; Focus on User Metrics영어 원문
Ahead of earnings, analysis notes DAU and engagement hours may decline further, pressuring stock.
첫날 +1.8% · 5일 후 -24.3%
2026-07-16 → 07-18제품호재
Roblox Launches AI-Powered Mobile Game Creation Feature 'Build'영어 원문
No new facts today; reiterates previously recorded product launch information.
첫날 -5.4% · 5일 후 -12.0%
전개 과정 3회
- 2026-07-16 Roblox announced a new Build tab and AI tools in its mobile app, offering new creation methods, a product update.
- 2026-07-17 Business Insider reports Roblox announced Build, an AI-powered in-phone-app game creation tool
- 2026-07-18 No new facts today; reiterates previously recorded product launch information.

$RBLX (로블록스) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 6.7)

$RBLX 종목을 가장 많이 언급한 신뢰 작성자

$RBLX 종목이 등장한 최근 헤드라인

$RBLX (로블록스) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 6.7)

$RBLX 종목을 가장 많이 언급한 신뢰 작성자

$RBLX 종목이 등장한 최근 헤드라인

제프리스, 로블록스 투자의견 하향, 목표가 $38

Jefferies: 투자의견 하향 → Underperform

BTIG Maintains Sell on Roblox, Raises PT to $41영어 원문

Roblox Dev Conference Unveils AI Creation Tools, Engine Upgrades영어 원문

Roblox (RBLX) Outperforms Market in Recent Session영어 원문

US Senate launches investigation into Roblox over child safety영어 원문

Gavin Baker Q2 13F discloses $135M RBLX stake영어 원문

Roblox faces multiple lawsuits and regulatory probes, investor losses mount영어 원문

Institutional Moves: Arkadios Boosts Stake 195%, Empowered Funds Cuts 59%영어 원문

Roblox sinks 29% to $34.50 as Q3 bookings guide points to $1.576bn-$1.653bn영어 원문

Roblox Q2: EPS Beats, Users Decline 3rd Straight Quarter, AH Down 11%+영어 원문

애널리스트 투자의견 변경 5건 (상향 0 / 하향 5)

EU Says ChatGPT and Roblox Could Be Included in DSA Scope영어 원문

실적 발표

8-K: 실적 공시, Reg FD 공시

Wedbush Cuts Roblox FY2026 Estimates on Age-Verification Friction영어 원문

Roblox Earnings Set for Week of July 30; Focus on User Metrics영어 원문

Roblox Launches AI-Powered Mobile Game Creation Feature 'Build'영어 원문