文章核心观点 - 公司最近一个交易日的股价下跌0.81%,低于标普500指数下跌0.21%的表现 [1] - 公司过去一个月的股价下跌7.22%,低于消费品行业上涨2.68%和标普500上涨5.94%的表现 [1] - 公司计划于2024年10月31日发布财报,分析师预计公司将实现每股收益-0.39美元,同比增长13.33%;预计收入将达到10.2亿美元,同比增长21.29% [2] - 全年来看,分析师预计公司每股收益为-1.59美元,同比增长14.97%;收入为42.2亿美元,同比增长19.89% [3] - 分析师对公司的预测数据有所上调,反映了他们对公司业务表现和盈利能力的乐观态度 [4][5] - 公司目前评级为Zacks Rank 2(买入),过去30天内每股收益预测上调0.11% [6] - 公司所在的游戏行业属于消费品行业,行业排名位于全行业的前41%,行业排名越靠前其表现越好 [7]

报告公司投资评级 - 做空机构Hindenburg Research对Roblox公司提出做空,认为公司核心运营数据存在"注水"问题[1][2][3] 报告的核心观点 公司概况 - Roblox是一家成立于2004年的网络游戏平台公司,以"元宇宙"概念为卖点[2] - 公司的营收主要来自向用户直接出售游戏币"Robux",2023年营收为28亿美元[3] - 公司自上市以来一直处于亏损状态,2021-2023年累计净亏损26亿美元[3] 核心运营数据存在问题 - 公司披露的每日活跃用户(DAU)数据可能存在"注水"问题,实际DAU或低于公司披露数据20%-30%[9][10] - 公司披露的用户停留时长数据也可能存在夸大,实际用户停留时长仅为公司披露数据的七分之一[10][12] - 这些数据问题可能源于东南亚地区大量的游戏"挖矿"机器人用户[5][6][7][8] 股价严重高估 - 公司的市值和估值指标明显高于同行业老牌游戏公司[13][14] - 公司内部人士大量抛售股票,是股价高估的危险信号[14][15][16]

Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, Oct. 09, 2024 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Roblox Corporation ("Roblox" or "the Company") (NYSE: RBLX) investors that the firm has initiated an investigation into possible securities fraud and may file a class action on behalf of investors. Roblox investors that lost money on their investment are encouraged to contact Lesley Portnoy, Esq. Investors are encouraged to contact attorney Les ...

文章核心观点 - Roblox公司股价上涨,Piper Sandler分析师将目标价从48美元上调至54美元,维持增持评级[1] - 分析师调查发现,Roblox在美国青少年中的活跃用户比例从之前的34%和31%上升至46%,参与频率也有所提高[1] - 有17%的青少年从未玩过Roblox,比之前的调查有所下降,而之前玩过但不再玩的青少年也从44%和45%下降至37%[1] 根据相关目录分别进行总结 Roblox公司表现 - Roblox公司股价上涨,Piper Sandler分析师将目标价从48美元上调至54美元,维持增持评级[1] - 分析师调查发现,Roblox在美国青少年中的活跃用户比例从之前的34%和31%上升至46%,参与频率也有所提高[1] - 有17%的青少年从未玩过Roblox,比之前的调查有所下降,而之前玩过但不再玩的青少年也从44%和45%下降至37%[1] 行业动态 - Hindenburg发布做空报告,指控Roblox夸大了每日活跃用户和参与时长数据[2] - Roblox公司否认了这些指控,称计算每日活跃用户的方法旨在如实反映平台参与度[2] - 投资者可通过Bitwise Funds Trust Bitwise Web3 ETF和Roundhill Ball Metaverse ETF获得Roblox公司的投资机会[2]

Every once in a while, a few stocks come under attack from short-selling firms or, essentially, by anyone that doesn't align with that stock's business or interests. It is tricky for retail investors to figure out whether short reports and attacks have any traction since they can often sound convincing enough to get people to sell – or even short – said stock. Roblox Today RBLX Roblox $41.35 +0.84 (+2.07%) 52-Week Range $29.55 ▼ $48.43 Price Target $44.81 Add to Watchlist Today, investors might be faced wit ...

NEWTOWN, Pa., Oct. 8, 2024 /PRNewswire/ -- Edelson Lechtzin LLP, a leading class action law firm, is investigating potential securities fraud and breach of fiduciary duty claims on behalf of investors in Roblox Corporation (NASDAQ: RBLX) common stock. Roblox investors with substantial losses and witnesses with non-public information about the company are urged to contact Edelson Lechtzin LLP at 844-696-7492, by e-mail at [email protected], or online HERE. THE ALLEGED WRONGDOING: Roblox, based in San Mateo, ...

Key Takeaways Roblox is accused by short seller Hindenburg Research of lying about its user data. The news sent its shares lower on Tuesday. The researchers claim Roblox inflates the number of users and the time they are playing games on the site. Hindenburg also claimed Roblox exposes children to dangerous material. Roblox (RBLX) shares slumped Tuesday after short seller Hindenburg Research accused the online gaming platform of overstating its user numbers. Hindenburg in report said that Roblox "is lying t ...

文章核心观点 - Roblox公司股价下跌4.13%,主要是因为Hindenburg Research发布报告质疑公司的用户数据指标可能存在夸大 [1] - Roblox公司目前市值为256.8亿美元,股价为39.68美元,PE为0,市净率高达208.84,存在估值偏高的风险 [1] 公司财务状况分析 - Roblox公司的Altman Z-Score为1.77,处于财务困境区域,存在潜在破产风险 [2] - 过去5年公司的营业利润率一直在下降,平均年降幅为-17% [2] - 公司内部人士近3个月内有24笔抛售交易,反映内部人士对公司缺乏信心 [2] - 但Beneish M-Score为-3.4,表明公司财务报表不太可能存在操纵 [2] 公司业务发展 - 公司过去5年收入增长52.7%,保持较快增长 [2] - 公司的独特业务模式,让用户可以创造、开发和变现游戏,在互动媒体领域具有竞争优势 [2] 公司估值分析 - 根据GF价值评估,Roblox公司当前股价可能存在被低估的风险,GF价值为57.2美元,高于当前市价 [3] - 投资者需谨慎考虑Roblox公司的机遇和风险 [3]

Hindenburg Research disclosed a short position in Roblox on Tuesday, alleging that the gaming platform popular among young children inflated metrics including user numbers and engagement. Roblox shares fell as much as 9% after the short seller said the company conflated daily active users (DAUs) with the number of people visiting its platform. The stock was recently down 3% at $40.06. This was based on its definition that the metric is not a measure of "unique individuals accessing Roblox," Hindenburg said, ...

文章核心观点 - Roblox公司被指存在潜在的证券法违规行为 [1][2][3][4][5] - 根据Hindenburg Research的报告,Roblox公司存在夸大用户指标、日活用户被高估25-42%,以及大幅夸大参与时长的问题 [2] - 报告还指出Roblox平台存在用户安全隐患,允许有害行为发生,未成年人面临被骚扰、接触不当内容和不安全互动的风险 [2] 根据相关目录分别进行总结 投资者损失 - 投资Roblox公司股票并遭受损失的投资者可能符合索赔条件 [3] - 投资者应联系Block & Leviton律所了解如何追回损失 [3][5] 律所调查 - Block & Leviton律所正在调查Roblox公司是否存在证券法违规行为,并可能代表投资者提起诉讼 [4] 举报人奖励 - 如果投资者掌握Roblox公司的非公开信息,可以考虑协助调查或通过SEC举报人计划提供信息,最高可获得30%的赔付 [6] 律所介绍 - Block & Leviton律所是业内知名的证券集体诉讼律所,代表众多顶级机构投资者,在全国联邦法院取得了数十亿美元的赔付 [7]