RBLX has an attractive fly-wheel business model. Its ability to "age-up" its user base and draw in international users is a good sign. However, the stock's valuation is way ahead of itself. RBLX ...

As investors look ahead to 2026, the gaming sector is shifting from hype-driven narratives to a sharper focus on execution, monetization and earnings visibility, setting up a timely faceoff between ...

I’m initiating Roblox with a buy as I think its self-sustaining business model has more growth to show. The way I see it, there are a lot of small positives at play that will come together to drive ...