Roblox Corporation’s stock (NYSE: RBLX) starts the week under pressure, with investors weighing explosive user growth against rising safety costs, regulatory scrutiny and a sharp pullback in the share price.
Roblox stock price today, 24 November 2025
Roblox shares closed Friday, 21 November, at $89.25, down 2.67% on the day from $91.70. The stock traded in a wide intraday range between $88.23 and $93.27, with volume just over 10.4 million shares. [1]
Real‑time data from Investing.com and TradingView still show $89.25 as the latest regular‑session price for Roblox on Monday, 24 November, with a 52‑week range of $47.95 to $150.59. [2] The site also lists a last pre‑market indication of $92.02 on RBLX, on volume of about 46,000 shares, modestly above Friday’s close. [3]
Technically, the stock is in a short‑term downtrend. StockInvest notes that Roblox has fallen in eight of the last ten trading sessions, dropping around 16.5% over that period and closing lower for three consecutive days. [4] Over the past month, a Zacks analysis estimates that RBLX has lost about 28.4% of its value, compared with an 8.4% decline for its industry group and a 0.9% dip in the S&P 500. [5]
Despite the recent slide, Roblox remains far above its 2025 lows. Earlier coverage including Zacks and 24/7 Wall St has highlighted that the stock is still up more than 100% versus its trough this year, even after the post‑earnings sell‑off. [6]
For today’s session, technical models at StockInvest project a potential trading interval roughly between $86.54 and $91.96, based on recent volatility, with an expected open near $90.25. [7] Algorithmic forecasts at CoinCodex are more bearish, projecting that RBLX could drift toward the mid‑$70s by late December and flagging a negative one‑year outlook, though such model‑driven predictions can change quickly with new data. [8]
Fresh news on 24 November 2025: facial scan age checks back in focus
The most clearly dated Roblox‑related news item on 24 November 2025 itself is renewed coverage of the company’s controversial age‑verification plans.
Overnight, Ukrainian outlet Mezha published a piece titled “Roblox introduces facial scan age verification for private messages”, timestamped Monday, 24 November 2025, 00:29. [9] The article summarises comments made by Roblox CEO David Baszucki on The New York Times’ “Hard Fork” podcast, in which he discussed a forthcoming requirement for users to pass a facial scan age check in order to access private messaging.
According to Mezha’s recap, Baszucki explained that:
- Private messaging will be gated behind a facial age‑verification process, framed as a child‑safety measure. [10]
- The exchange on the podcast grew tense at times as hosts pressed the CEO on Roblox’s track record around child protection and the balance between growth and safety. [11]
The Hard Fork episode itself – “We Asked Roblox’s C.E.O About Child Safety. It Got Tense.” – was released on 21 November 2025, and focuses on allegations that Roblox has become unsafe for children and the company’s new safety measures. [12] Over the weekend the conversation circulated widely on Reddit and X (formerly Twitter), keeping Roblox’s safety record at the center of online debate. [13]
For investors, this new coverage is less about announcing a brand‑new feature and more about amplifying the narrative around Roblox’s safety strategy and regulatory risk – themes that have already been weighing on the stock.
The bigger safety pivot: mandatory age checks and lawsuits
Mezha’s story sits on top of a much larger safety overhaul Roblox unveiled earlier this month.
On 18 November 2025, Roblox issued a detailed press release, “Roblox Expands Facial Age Checks for Communication, Setting New Safety Standard,” describing a global rollout of age‑based chat and mandatory age checks for communication. [14] Key points from Roblox’s own announcement:
- Roblox aims to become the first major gaming or communication platform to require age checks for chat, positioning the move as a new industry standard. [15]
- Users complete an AI‑driven facial age estimation (or upload government ID) inside the app; images are processed by identity‑verification vendor Persona and then deleted, according to Roblox. [16]
- After verification, players are sorted into age bands: U9, 9–12, 13–15, 16–17, 18–20 and 21+, and chat is limited to one’s own and adjacent age groups, with limited exceptions via a “Trusted Connections” feature for family members. [17]
- Chat in experiences is turned off by default for users under nine, unless a parent explicitly enables it after an age check; out‑of‑experience chat remains restricted for under‑13s. [18]
- Roblox says it has rolled out more than 145 new safety initiatives since January 2025, including real‑time AI monitoring of text and voice, restrictions on mature content and external links, and deeper cooperation with law‑enforcement and safety NGOs. [19]
Coverage by PC Gamer and others stresses that facial age checks will become mandatory worldwide for anyone wanting to use chat features between December 2025 and January 2026, and notes that about 40% of Roblox’s daily players are under 13. [20]
At the same time, outlets such as PC Gamer point out that Roblox is currently being sued by three U.S. states over child‑safety concerns, and recall earlier remarks from Baszucki that parents who are uncomfortable should not let their kids use the platform – comments critics saw as shifting responsibility. [21]
This safety offensive cuts both ways for RBLX stock:
- It directly increases costs, as highlighted in recent earnings commentary that links higher spending on safety, infrastructure and developer economics to margin pressure. [22]
- It may create near‑term friction – for example, some users or parents may resist facial scanning – even if it strengthens Roblox’s brand and regulatory position over the long term.
Earnings, growth and why the stock sold off so hard
The latest leg down in Roblox shares was triggered by its third‑quarter 2025 results, released on 30 October 2025.
Roblox’s own filings and third‑party analyses show that Q3 2025 was, operationally, a blockbuster quarter:
- Daily active users (DAUs) reached about 151.5 million, up 70% year‑on‑year.
- Hours engaged climbed roughly 91% versus the prior year.
- Bookings – a key forward‑looking metric for Roblox – surged about 70%, to roughly $1.92 billion. [23]
However, the market reaction was negative. Zacks and 24/7 Wall St note that:
- Despite beating earnings expectations (Roblox reported an adjusted loss per share of about –$0.37, narrower than consensus), investors focused on guidance that margins may not improve in Q4 2025 and could even decline in 2026. [24]
- Management signaled that heavy investments in developer payouts (DevEx), data‑center infrastructure and trust & safety will continue into next year. [25]
- Because 2025 performance has been exceptionally strong, comparisons in 2026 may look softer, adding to concerns about the sustainability of current growth rates. [26]
Zacks estimates that, even after the pullback, Roblox trades around 7.6x forward 12‑month sales, a premium to its entertainment and gaming peers. [27] At the same time, the firm pegs consensus sales at about $6.64 billion for 2025 and $8.09 billion for 2026, implying growth of roughly 52% and 22% year‑on‑year, respectively. [28]
In short: the business is growing incredibly fast, but so are costs, and the stock is still priced more richly than many competitors. That combination has made RBLX especially sensitive to any hint of slower margin expansion.
Wall Street’s view: bullish long‑term, wary near‑term
Despite the recent volatility, most analysts remain positive on Roblox’s long‑term story.
Consensus ratings and targets
MarketBeat data show that 20 analysts rate Roblox a Buy, eight a Hold and three a Sell, for an overall “Moderate Buy” consensus and an average 12‑month price target of about $136.41. [29]
Investing.com’s aggregated analyst data are even more optimistic, with 32 analysts skewing to a “Buy” rating and an average target near $146, implying upside of about 60%+ from the current share price, with a high estimate of $180 and a low around $65. [30]
However, short‑term sentiment is more cautious: Investing.com’s technical summary currently flags Roblox as a “Strong Sell” on daily indicators, and CoinCodex’s quantitative model labels the stock “not a good stock to buy” over the next year on expectations of further downside – though such models often lag real‑world news and investor positioning. [31]
Major broker calls
Recent high‑profile rating actions underline the divide between near‑term pain and long‑term enthusiasm:
- Goldman Sachs upgraded Roblox from Neutral to Buy on 31 October, lifting its price target from $155 to $180, which matches the top of the current analyst range. The bank highlighted Roblox’s strong position in interactive entertainment, driven by robust user growth and engagement, and noted that shares were then roughly 11% below recent highs, even after delivering about 118% total return over the past year. [32]
- BMO Capital reiterated an Outperform rating and a $155 target on 20 November, pointing to the platform’s enormous scale – about 152 million DAUs and estimated annual creator payouts of $1.5 billion – even as it acknowledged rising competition from Epic Games’ Fortnite UGC ecosystem, Unity integrations and a likely UGC component in the upcoming GTA VI. [33]
At the same time, Zacks currently assigns Roblox a Rank #3 (Hold), arguing that while the long‑term trajectory looks compelling, the stock’s premium valuation and near‑term margin headwinds may merit patience from new investors waiting for better entry points. [34]
Institutional buying vs insider selling
Ownership trends add another layer of nuance to today’s RBLX story.
Institutions are heavily involved
MarketBeat reports that institutional and hedge‑fund investors hold roughly 94–95% of Roblox shares. [35] Recent filings include:
- TD Waterhouse Canada Inc., which increased its stake by 1,224% in Q2, buying 8,164 shares to bring its total holdings to 8,831 shares worth about $888,000 at quarter‑end. [36]
- PNC Financial Services Group, which boosted its position by 58% in the same quarter to 10,903 shares valued at roughly $1.15 million. Other smaller investors, such as ORG Partners, Whipplewood Advisors and Generali Asset Management, also initiated or increased positions. [37]
This deep institutional participation can be a double‑edged sword: it often signals confidence in the long‑term story but can amplify volatility if large funds rotate out simultaneously.
Insiders are cashing in
Alongside institutional buying, there has been significant insider selling:
- MarketBeat tallies about 297,297 shares sold by insiders over the last three months, worth approximately $34.9 million. [38]
- Notably, CEO David Baszucki sold 66,896 shares at an average price around $104.53, for proceeds near $7.0 million.
- Insider Matthew D. Kaufman sold 6,000 shares at about $112.99, trimming his position by just over 2%. [39]
In addition, FINRA Form 144 filings compiled by Finviz show multiple proposed insider sales around 20 November, reinforcing the impression that executives are taking some profits after the stock’s huge run earlier in 2025. [40]
Insider selling doesn’t automatically mean management is bearish – it can reflect diversification or tax planning – but when large sales cluster with negative price action, traders often treat them as an extra caution signal.
Business momentum: engagement, monetization and partnerships
Even as the stock slides, Roblox’s underlying platform metrics continue to look powerful.
The Zacks/Nasdaq breakdown of Q3 results highlights that:
- DAUs of 151.5 million were up 70% year‑on‑year, with older users (13+) now accounting for about two‑thirds of engagement, indicating the brand is growing beyond its roots as a kids‑only platform.
- Hours engaged jumped 91%, outpacing user growth.
- Bookings of $1.92 billion rose 70%, driven by higher payer penetration and strong performance across new genres. [41]
Roblox continues to invest in richer experiences – such as higher‑fidelity shooters, sports and racing – through features like server authority, custom matchmaking and more advanced avatars, aiming to capture a bigger share of the broader gaming market. [42]
On the ecosystem side, partnerships like Mattel’s expanded collaboration to bring new Roblox experiences based on brands such as Monster High – with a slate of games starting October 24 – show how major IP owners are increasingly treating Roblox as a distribution and engagement channel. [43]
Roblox has also rolled out AI‑powered tools and monetization features for developers, with one Investing.com summary noting DevEx (developer payouts) up roughly 85% year‑on‑year to about $428 million as the company leans into its creator‑driven economic model. [44]
Short‑term trading setup for 24 November 2025
For traders looking at Roblox stock today, a few near‑term dynamics stand out:
- Price level: Around $89–92, RBLX is well below its 50‑day moving average (roughly in the low $120s) and 200‑day average (around the low $110s), according to MarketBeat’s summary – a sign of how rapid the recent drop has been. [45]
- Volatility: The stock has seen roughly 5–6% intraday swings in recent sessions, and technical services classify it as high‑risk, high‑volatility in the short term. [46]
- Support and resistance: The $86–90 area, implied by StockInvest’s expected range for Monday, may act as a near‑term support zone, while $100 and then the $120 region (near the 50‑day moving average) are likely resistance bands if the stock rebounds. [47]
Macro factors also matter: recent market pullbacks in high‑growth and AI‑linked names have weighed on richly valued tech stocks in general, and Roblox has often traded as part of that broader cohort. [48]
Key questions for Roblox investors after today
As of 24 November 2025, the Roblox story is being shaped by a few big questions:
- Can management turn explosive user growth into sustainable profitability?
With bookings and engagement surging, the debate is whether Roblox can grow into its valuation while funding safety, infrastructure and generous developer payouts – or whether margins will remain under pressure longer than bulls expect. [49] - Will safety investments stem regulatory and reputational risk – or slow growth?
Mandatory facial age checks are unprecedented at this scale. They may reassure regulators and parents, but they also introduce friction and privacy worries that could affect engagement or monetization, at least temporarily. [50] - How durable is Roblox’s moat in user‑generated content?
Competitors like Epic Games (Fortnite UGC), Unity and potentially GTA VI are intensifying their own UGC ecosystems. BMO and Goldman both argue Roblox’s scale and creator economy give it an edge, but investors will be watching closely for any signs that time‑spent or bookings are shifting toward rivals. [51] - What do heavy insider sales mean in the context of strong institutional demand?
Large executive stock sales, even if partly pre‑planned, can unsettle markets when they coincide with a sharp price drop. At the same time, deep institutional ownership and fresh buying by firms like TD Waterhouse and PNC suggest that professional money managers still see long‑term value. [52] - How will the market react as earnings approach in early 2026?
Roblox’s next scheduled earnings report is currently expected around 18 February 2026, according to Investing.com. [53] Guidance around 2026 bookings, safety‑related costs and monetization from older users is likely to be the next major catalyst for RBLX.
Bottom line
On 24 November 2025, Roblox stock is trading near $89 after losing almost a third of its value in a month, even as its user base, bookings and creator payouts hit record highs. [54]
Today’s news cycle is dominated not by fresh financial data but by renewed scrutiny of Roblox’s safety strategy – including facial scan age verification – and ongoing debate about whether heavy spending on safety and infrastructure is a necessary investment or a drag on shareholder returns.
With Wall Street targets clustered far above the current price but technical indicators flashing red, Roblox remains a high‑beta, high‑controversy growth stock. For both traders and long‑term investors, the critical task after today is to decide whether the recent sell‑off represents:
- A reset that finally makes RBLX’s risk/reward attractive, or
- An early stage of a longer re‑rating, as markets re‑price safety costs, legal risk and competition in user‑generated gaming.
As always, this article is for information and news purposes only and does not constitute financial advice. Anyone considering Roblox stock should evaluate their own risk tolerance, time horizon and diversified portfolio strategy – and follow company filings and future earnings guidance closely.
References
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