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RBLX

+41 pts



$RBLX - Jefferies sees near term upside from street overestimating reopening downside, but is skeptical of long term aging-up, China, and metaverse themes

By rIsILAwr on Aug. 26, 2021, 1:29 p.m.
Tagged topics: near term vs long term , deep dive , Jefferies , 3D content , upside to estimates

Views: 123, Votes: 4, Responses: 2, Attachments: 2
RBLX

+39 pts



$RBLX - Goldman encouraged the platform is diversifying and aging up, despite EBITDA miss

By rIsILAwr on Aug. 18, 2021, 10:30 a.m.
Tagged topics: DAU , Goldman Sachs , 3D content

Views: 89, Votes: 3, Responses: 0, Attachments: 2
RBLX , BBY , DKS , PANW

+34 pts



Goldman recommends buying straddles for $RBLX $BBY $DKS and $PANW in anticipation of volatile earnings ahead

By labjordan on Aug. 11, 2021, 11:15 a.m.
Tagged topics: Goldman Sachs , options , straddles , volatile earnings , options strategy

Views: 82, Votes: 2, Responses: 0, Attachments: 2
RBLX , CRSR , SKLZ

+31 pts



Stifel (bull) seeing 'notable increase' in short interest for $RBLX, $CRSR, and $SKLZ as gaming engagement trends begin to slow due to reopening and tough comps

By junkfoodlover on June 15, 2021, 9:20 a.m.
Tagged topics: short interest , gaming , reopening , tough comps , Stifel

Views: 112, Votes: 1, Responses: 0, Attachments: 22
ATVI , EA , TTWO , RBLX

+30 pts



Stifel data indicates May gaming metrics trending ahead of expectations, and see upside to Q2 estimates

By junkfoodlover on June 7, 2021, 5:55 p.m.
Tagged topics: analyst checks , gaming , pandemic trends , tough comps , Stifel

Views: 148, Votes: 1, Responses: 0, Attachments: 26
NFLX , RBLX , GOOGL , MSFT , FB , AMZN

+33 pts



$NFLX - Barclays says Netflix's expansion into gaming would involve acquisitions, and capital return should be more conservative

By mooreideas on May 28, 2021, 3:29 p.m.
Tagged topics: buybacks , streaming , gaming , mergers and acquisitions , Barclays , media , evolution of content

Views: 167, Votes: 2, Responses: 0, Attachments: 5
RBLX , HAS

+31 pts



$RBLX - Morgan Stanley says Hasbro partnership exemplifies opportunities that could add $1bn+ to long-term EBITDA

By rIsILAwr on April 14, 2021, 12:36 p.m.
Tagged topics: partnership , long-term story , growth stock , gaming , Morgan Stanley , 3D content , upside to estimates

Views: 131, Votes: 1, Responses: 0, Attachments: 4
RBLX

+42 pts



$RBLX - Morgan Stanley another major bulge bracket to recommend Roblox, sees long and growing runway of 21% CAGR user growth, $130 bull case valuation (deep dive)

By rIsILAwr on April 5, 2021, 2:59 p.m.
Tagged topics: buying opportunity , user engagement , TAM expansion , gaming , secular growth , deep dive , 3D content , strong user growth , monetization opportunities

Views: 174, Votes: 6, Responses: 1, Attachments: 67
RBLX

+42 pts



$RBLX - Goldman recommends buying Roblox as it outsources game development costs to creators while retaining substantial economic upside (deep dive)

By rIsILAwr on April 5, 2021, 1:04 p.m.
Tagged topics: gaming , video games , deep dive , Goldman Sachs , content creation , 3D content , development costs , gaming experience

Views: 162, Votes: 6, Responses: 2, Attachments: 26
RBLX

+61 pts



$RBLX - Stifel recommends buying Roblox for its unique online platform that combines the 'viral loops' of content and social

By rIsILAwr on March 16, 2021, 11:29 a.m.
Tagged topics: network effect , deep dive , social media , Stifel , online entertainment platform , content creation , 3D content

Views: 136, Votes: 2, Responses: 0, Attachments: 71
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