Roblox's comeback in 2025 reset its long-term narrative, but it didn't solve the hardest problems.
Roblox Corporation boosts 2025 bookings and guidance, but valuation looks stretched amid margin pressure and competition.
Video game stocks are suddenly crashing today with the launch of Google's Project Genie as investors think games will start magically getting made with AI ➡️ ca.investing.com/news/stock-m ...
2025 demonstrated why Roblox looks less like a stalled pandemic winner and more like a maturing platform with a long growth ...
A few quiet signals are starting to look loud.
Roblox Corporation hits record users and bookings, but high valuation, dilution, AI costs, and safety/regulatory risks loom.
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