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RBLX — 3 entries on this page, 0 of them a change of direction.

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BenzingaPublished 2026-08-31
“$SPY, $QQQ Slide as US-Iran Tensions Flare | PreMarket Playbook | August 31, 2026”
$RBLXBearish
No interest in RBLX; DSA designation seen as adding regulatory burden, not a bullish catalyst.

>> Um anyone trading roadblocks? This is straight up today. It's up 7.8% here. >> Oh jeez, what is the news here with this one now? >> Uh European Commission designates chat GPT is a very large online search engine.

Reddit, Roblox as very large online platforms under their digital securities act. That to me is is not really material at all. Stocks up though.

“Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!!”
$RBLXBearish
RBLX is uninvestable due to persistent operating losses and excessive stock-based compensation dilution ($4B over 5 years, ~20% of market cap).

Roblox. Let's take a look. Uh, nice revenue. Okay. Revenue growing 35% year-over-year. Margins are growing. Profit gross profit margin last couple years. It's moved up. It looks like it was flat early on or it's kind of returned to this 23. That seems low for a software company. 23%.

Older record
“Celsius Holdings (CELH) - 6x Cash on Cash Return!”
$RBLXBearish
RBLX is unattractive; it fails to generate profit on ~$5B revenue due to excessive expenses (R&D, SBC).

Roblox. I don't know, man. You want to take a look at that? Okay, let's take a look. See what we got.

Roblox. Let's take a look. Uh, nice revenue. Okay, revenue growing 35% year-over-year margins are growing. Profit gross profit margin last couple years it's moved up. It looks like it was flat early on or it's kind of returned to this 23.

That seems low for a software company. 23%. What is their cost of revenue? that many developers. That seems PG's PNG is on your radar. Maybe we can get to it tonight. See how how much time we got.

R&D. Oh my god. 1.5 billion of R&D. Look at this R&D expense. Come on, guys. Plus selling and marketing. There's your admin. They probably have a good slug of stockbased comp. And then what did they what they make?

Income. in the this is operating in income is not supposed to be upside down like this. Income should be positive. They have never made positive operating income in their history.

They have almost five billion in revenue and they can't make a single dollar in profit. Why is it that is it that hard? You're bringing five billion dollars in the front door. And to do that, it cost you six.

That's the earliest record
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