Roblox (RBLX) Sees User Growth Exceeding 150 Million and Initial Advertising Revenue Success in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- User Growth Acceleration: In 2025, Roblox's daily active users surged past 150 million, with engagement hours reaching record levels, indicating sustained global appeal that lays the groundwork for future advertising and creator monetization opportunities.
- Initial Advertising Revenue Success: Roblox transitioned to executing immersive ads and rewarded video ads, which, while not yet dominant, crossed a critical threshold that attracted attention from major brands, showcasing the company's potential in diversifying revenue streams.
- Strengthened Creator Ecosystem: In the first nine months of 2025, Roblox paid creators over $1 billion through its DevEx program, and the introduction of AI-assisted creation tools lowered barriers to content development, enhancing platform competitiveness and user retention.
- Profitability Model Challenges: While increased creator payouts support ecosystem health, they may pressure margins if revenue growth does not outpace them, necessitating Roblox to balance empowering creators with delivering shareholder returns.
Analyst Views on RBLX
Wall Street analysts forecast RBLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RBLX is 133.89 USD with a low forecast of 70.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
13 Buy
8 Hold
1 Sell
Moderate Buy
Current: 75.680
Low
70.00
Averages
133.89
High
180.00
Current: 75.680
Low
70.00
Averages
133.89
High
180.00
About RBLX
Roblox Corporation operates a platform for connection and communication (Roblox Platform), where every day, people come to create, play, work, learn, and connect with each other in experiences built by its global community of creators. The Company’s platform consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud. Roblox Client is an application that allows users to seamlessly explore 3D immersive experiences. Roblox Studio is the free toolset that allows developers and creators to build, publish, and operate three-dimensional (3D) immersive experiences and other content accessed with the Roblox Client. Roblox Cloud includes the services and infrastructure that power its Platform. The Company operates the Roblox Platform as a live service that allows users to play and socialize with others for free. The Company offers developers and creators the ability to build engaging, immersive experiences and marketplace items that they can easily share with the Roblox community.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
