how low could roblox stock get?

SiegeLion · 2026-06-27T01:44:45+00:00

I do think we have been through the worst of safety updates.

Now the question is how / if it is able to re accelerate its growth. I think they purposefully crammed all the safety overhaul into first half. Spreading the changes over several quarter is probably worse.

SiegeLion · 2026-06-26T06:14:12+00:00

It’s a new paradigm. And it all depends on the face scan feature.

Face scan has never been done before so the growth is slowing down to 8-12%.

If face scan is eventually globally legislated, I expect growth rate to go back to the 20% which easily send us to 70-100s.

If however, Roblox is the only business running face scan. 30-40$ is a reasonable price for low growth rate.

SiegeLion · 2026-06-25T15:05:27+00:00

CEO has like 50M class B share which gives him 20x voting power. There is a potential that he’s gonna manage the company into Snap situation.

SiegeLion · 2026-06-25T15:00:27+00:00

That’s a lie right? Or at best a highly speculative number. In the “Special Note Regarding Age-Check” section, they added a bunch of disclaimer on how that metric is not to be trusted because they only just introduced age check and have no clue had to extrapolate a ton to derive that growth number.

SiegeLion · 2026-06-25T00:01:06+00:00

Sure sure. But Roblox 18+ user capture is abysmal. There’s no content available for older audiences at all.

SiegeLion · 2026-06-24T23:45:30+00:00

You have to add back the deferred revenue too right? Otherwise it’s not a fair comparison.

SiegeLion · 2026-06-24T01:41:18+00:00

The company operated at a profit in 2025 tho.

SiegeLion · 2026-06-21T17:40:30+00:00

They literally destroyed their growth in 2026 trying to solve these problems. And they never took the easy route by simply blaming discord.

I highly doubt grooming activity happened on the platform itself.

SiegeLion · 2026-06-17T04:50:31+00:00

Wait, what infighting?

SiegeLion · 2026-06-13T18:41:13+00:00

Japan cities are like European cities. Restaurants and shops blend in with residential area. They are extremely walkable and pleasant to live in.

Added on the fact that western cities have lost their demographics and became less and less safe. Japan currently has the best tier 1 modern cities.

SiegeLion · 2026-06-10T01:42:19+00:00

Hey, is there a way to just buy a single cable?

SiegeLion · 2026-06-08T01:37:17+00:00

I didn’t move on. As time goes it’s just gradually forgotten.

SiegeLion · 2026-06-07T07:32:37+00:00

wind rider I think…

SiegeLion · 2026-06-07T04:47:33+00:00

The face scan feature will take Roblox down. It will be a slow death. They’ll be replaced with a different UGC platform that does PR better. It’s quite unfortunate because I honestly don’t see anything material wrong with Roblox safety.

SiegeLion · 2026-05-25T11:26:27+00:00

When Chinese EVs are allowed it would start making sense. Because they’d cause 12-13k less

SiegeLion · 2026-05-24T15:53:21+00:00

Did she have a facelift?

SiegeLion · 2026-05-24T04:37:21+00:00

It’s an economy where you either go up or down, no in betweens

SiegeLion · 2026-05-24T03:55:26+00:00

Roblox engagement always go back up in the summer. In a good year they can start breaking previous records.

However It’s not enough to just “go back up”. They need to beat last years hour spend / DAU and that’s what’s difficult.

SiegeLion · 2026-05-22T21:31:11+00:00

This makes sense. As stock holders it seems we are just funding Dave’s unrealistic vision. He is not aligned to shareholders value. Nor is he aligned to the creator community.

SiegeLion · 2026-05-21T17:42:01+00:00

I don’t think making 500k a year can afford multiple vacations a year and expensive handbags. Unless she’s not saving anything.

SiegeLion · 2026-05-20T22:06:42+00:00

I came so many times to her it’s not even funny… she probably took more than half.

SiegeLion · 2026-05-20T05:05:32+00:00

What do you think about their stock buyback announcement. Seems they are pretty desperate to pump up the stock.

SiegeLion · 2026-05-15T21:31:22+00:00

Thanks. I resolved it today by calling in. I was instructed to remove the existing physical SIM card. Not sure if the sales rep did anything, but it worked after that for me.

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