文章核心观点 - Roblox若克服成长困境未来可期，当前股价虽较峰值大幅下跌但或为耐心投资者提供买入机会，公司仍在快速增长且盈利能力逐渐改善，若能解决盈利问题股价有望上涨 [4][5][13] 公司发展历程与现状 - 2021年3月10日通过直接上市方式上市，上市首日开盘价64.50美元，2021年11月19日股价达历史最高点134.72美元，当前股价约38美元，较最高点下跌超70% [4][5] 业务模式与特点 - 游戏平台允许用户用简单的基于方块的系统创建游戏，无需编码知识，在2020 - 2021年疫情期间受青少年玩家欢迎 [6] - 销售虚拟货币Robux，用户用其购买创作者的游戏内内容，这种创作者驱动模式使其更类似YouTube或TikTok [7] - 受年轻用户欢迎，吸引耐克和索尼等公司在其平台创建虚拟元宇宙世界 [7] 业务增长情况 - 2022年预订量、日活用户、日活用户平均预订量和参与时长增长均放缓，2023年预订量和参与时长增长加速，日活用户持续增加，日活用户平均预订量增长稳定 [8] - 2023 - 2021年预订量增长率分别为23%、5%、45%；日活用户增长率分别为22%、23%、40%；日活用户平均预订量增长率分别为0%、 - 14%、4%；参与时长增长率分别为22%、19%、35% [9] - 2024年第一季度预订量同比增长19%，日活用户增长17%至7770万，日活用户平均预订量增长2%至11.89美元，参与时长增长15%至167亿小时 [10] - 全年预计预订量增长14% - 16%，达到40 - 41亿美元，分析师预计2023 - 2026年预订量复合年增长率为16% [11] 盈利能力情况 - 按公认会计原则仍处于严重亏损状态，高开发者兑换费用、云基础设施成本以及为保护年轻用户增加的安全措施投资阻碍其实现盈亏平衡 [12][1] - 2021年调整后息税折旧及摊销前利润转正，2024年初改变计算方式，预计全年该数值在9500 - 1.47亿美元之间 [2] 投资分析 - 按预计调整后息税折旧及摊销前利润中点计算市盈率近200倍，显得昂贵，但随着规模经济效应显现，该比率可能下降 [2] - 基于预计预订量和241亿美元的企业价值，今年市销率为6倍，估值合理 [11] - 公司无强大竞争对手，受众不断扩大，长期增长由创作者用户群体驱动，第一季度末25亿美元的净流动性为业务扩张提供空间 [3]

文章核心观点 罗森律师事务所提醒在2023年11月15日至2024年5月8日期间购买Roblox公司证券的投资者，2024年8月12日是担任首席原告的截止日期，在此期间购买证券的投资者可通过风险代理安排获得赔偿 [1]。 案件详情 - 诉讼称在集体诉讼期间被告就Roblox预计收入前景和预订量增长发布虚假或误导性声明，营造拥有可靠信息的假象，实际上这些预订和收入来源十分脆弱，被告在投资者日和财报电话会议上对每日活跃用户、预订量和技术之间关系的展望存在重大缺陷，导致投资者受损 [3] 参与集体诉讼方式 - 可访问https://rosenlegal.com/submit - form/?case_id = 25991 或致电866 - 767 - 3653或发邮件至[email protected]获取集体诉讼信息 [2][4] 首席原告相关 - 若想担任首席原告，必须在2024年8月12日前向法院提出申请，首席原告是代表其他集体成员指导诉讼的一方 [2] 集体认证相关 - 目前集体尚未认证，在集体认证前，除非聘请律师，否则投资者无律师代表，可选择律师，也可作为缺席集体成员暂不行动，投资者能否分享未来潜在赔偿与是否担任首席原告无关 [5] 律所联系方式 - 律所人员包括Laurence Rosen和Phillip Kim，地址为纽约麦迪逊大道275号40层，电话(212) 686 - 1060，免费电话(866) 767 - 3653，传真(212) 202 - 3827，邮箱[email protected] [7] 律所社交平台 - 可在领英https://www.linkedin.com/company/the - rosen - law - firm、推特https://twitter.com/rosen_firm、脸书https://www.facebook.com/rosenlawfirm/关注律所获取更新 [6]

NEW YORK, July 10, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Roblox investors who were adversely affected by alleged securities fraud between November 15, 2023 and May 8, 2024. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/roblox-lawsuit-submission-form? ...

Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. https://securitiesclasslaw.com/securities/roblox-loss-submission-form/?id=89662&from=3 ALLEGATIONS: According to the complaint, on February 7, 2024, Roblox – the publisher of the Minecraft video game – issued its FY 2024 fiscal guidance. It was the first time Roblox issued a fiscal ...

Investors who purchased the Company's securities between November 15, 2023 and May 8, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before August 12, 2024. The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics. Accord ...

SAN DIEGO, July 09, 2024 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corp. (NYSE: RBLX) securities between November 15, 2023 and May 8, 2024, inclusive (the "Class Period"), have until August 12, 2024 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Li v. Roblox Corp., No. 24-cv-03484 (N.D. Cal.), the Roblox class action lawsuit charges Roblox as well as certain of Roblox's top executives with violations of the Secu ...

NEW YORK, July 02, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Roblox investors who were adversely affected by alleged securities fraud between November 15, 2023 and May 8, 2024. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/roblox-lawsuit-submission-form? ...

Roblox (RBLX) announced an expansion of its collaboration with e.l.f. Beauty (ELF) , making the latter the first beauty brand to test real-world commerce on the platform. This initiative aims to engage ELF's growing community in Roblox, which has accumulated more than 12 million visits and aligns with the brand's mission to bring beauty to every eye, lip and face. These innovations are expected to boost the company's daily active users (DAUs) and total hours engaged in the upcoming quarters. Shares of RBLX ...

Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. https://securitiesclasslaw.com/securities/roblox-loss-submission-form/?id=88050&from=3 ALLEGATIONS: According to the complaint, on February 7, 2024, Roblox – the publisher of the Minecraft video game – issued its FY 2024 fiscal guidance. It was the first time Roblox issued a fiscal ...

E.l.f. Beauty will sell real-life makeup products that users can buy virtually on Roblox. The cosmetics company has drawn 12 million total visits on Roblox through its "e.l.f. UP!" program. In April, Walmart began selling physical goods on Roblox. The move is part of "e.l.f. UP!," an immersive experience launched in November, which has drawn 12 million total visits on Roblox, the beauty brand said. In April, Walmart (WMT) began selling physical goods on Roblox. Do you have a news tip for Investopedia report ...