Roblox Corporation (RBLX): A Bull Case Theory

We came across a bullish thesis on Roblox Corporation (RBLX) on Substack by SuperJoost. In this article, we will summarize the bulls’ thesis on RBLX. Roblox Corporation (RBLX)'s share was trading at $70.77 as of May 6^th.

[caption id="attachment_1200221" align="aligncenter" width="768"] A person taking lessons through Roblox Education, expanding their knowledge and skills.[/caption]

Roblox reported a strong first quarter for 2025, outperforming guidance across all key metrics and showcasing the strength of its platform and strategic direction. Revenue surged to $1.03 billion,...