How Roblox Stock Gained 90%

Roblox (RBLX)’s stock surged nearly 92%, fueled not just by soaring revenue but a newfound market appetite that doubled its value multiple. Behind this leap: rapid user growth, powerful new partnerships, and bold innovations reshaping the creator economy. Let’s unpack the story driving this momentum.

So what is happening here? The stock price jumped 92%, driven by a 33% rise in revenue and a 55% boost in the P/S multiple. Let’s dive into the key events behind these shifts.

Before we get into details of events that led to stock surge, here is what market wisdom says: A single stock can be risky, but there is a huge value to a broader, diversified approach. Quiz time: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.

Here Is Why Roblox Stock Moved

• User & Engagement Growth: Q2 2025 DAUs up 41% YoY to 111.8M, hours engaged up 58%. Consistent user expansion.
• Strong Revenue & Bookings: Q2 2025 bookings rose 51% YoY to $1.4B. Q3 2025 revenue up 70.3% YoY. Strong financial growth.
• Enhanced Creator Economy: DevEx rate increased 8.5% in Q2 2025, boosting creator earnings over $1B in 12 months.
• Strategic Partnerships: Shopify integration for physical goods (early 2025) and IP licensing platform launched.
• Product Innovations: New AI tools, 100K player servers, and avatar tech announced at RDC 2024/2025.

Our Current Assesment Of RBLX Stock

Opinion: We currently find RBLX stock relatively expensive. Why so? Have a look at the full story. Read Buy or Sell RBLX Stock to see what drives our current opinion.

Risk: A good way to gauge RBLX’s risk is by checking its worst drops during market shocks. It fell about 83% from peak to trough during the 2022 inflation shock alone. That’s a steep decline, even with all the positive growth drivers around the stock. While good fundamentals matter, history shows that in major sell-offs, RBLX can still take significant hits. So, even if things look strong now, be ready for sharp pullbacks if broader market stress hits.

RBLX stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.