TD Cowen analyst Doug Creutz continues to believe Roblox (RBLX) is pacing to miss Q4 bookings guidance following the firm’s mobile gaming monthly analysis, which is focused on app-store based ...

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Roblox has seen a 60% stock surge in six months, but its current valuation appears fair, with a 13% WACC and 30% FCF growth needed. Read more here.

Roblox is launching a new licensing platform to streamline the process for IP rights holders to partner with creators on the gaming platform.