Inversiones

May 23, 2026, 5:50 AM EDT. Roblox (NYSE:RBLX) has fallen 67% since September, primarily due to new child safety features that slowed user growth and led to a reduced FY26 bookings forecast of 8%-12%, down from 22%-26%. Despite the setback, Roblox's platform remains highly active with 132 million daily users and 31 billion engagement hours quarterly, showing 35% user growth year-over-year. The stock now trades at an enterprise value of four times projected FY26 bookings, a significant discount to historical multiples. Roblox is investing in attracting older users and incentivizing developers by raising Developer Exchange fees, aiming to enhance long-term value. While risks persist, the conservative guidance and strategic investments could present a compelling buying opportunity over the next five years for growth-focused investors.