Roblox Corporation (RBLX): A Bull Case Theory

We came across a bullish thesis on Roblox Corporation on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on RBLX. Roblox Corporation’s share was trading at $124.94 as of July 30^th.

TickerTrends made a bold call on Roblox (RBLX), projecting 33% year-over-year bookings growth—substantially higher than both Roblox’s guidance of 23% and Wall Street’s 24% consensus. This forecast, shared on May 29 when RBLX traded at $84.79, proved prescient, as the stock has since appreciated ~24% to around $105. The surge was driven by virally popular user-generated games like Grow-a-Garden and The Hatch, which TickerTrends identified early through proprietary real-time alternative data.

Their analysis relied heavily on consumer engagement signals such as TikTok hashtag activity, Google Search trends, and a sharp increase in Instagram followers on Roblox’s official account in April—all pointing to surging user demand well before traditional vendors or analysts captured the trend. TMT Breakout featured TickerTrends’ projection on June 1, noting that it outpaced other firms like M‑Science, which had only forecasted 29% growth at the time. As social signals continued to strengthen through June, TickerTrends documented this momentum extensively on X.com, maintaining transparency around their forecast.

The firm emphasized that while sell-side analysts were slow to revise models upward, their own weekly forecast updates gave enterprise users a valuable edge by identifying inflection points early. By translating consumer behavior into leading indicators, TickerTrends helped investors front-run the Street and capitalize on the upside. The episode underscores the predictive power of social and app-based metrics in spotting financial outperformance ahead of earnings or traditional KPI revisions—offering investors a rare, timely advantage in rapidly evolving consumer platforms like Roblox.

Previously we covered a bullish thesis on Roblox Corporation by SuperJoost in May 2025, highlighting strong Q1 results, record free cash flow, and a thriving creator economy. The stock has appreciated ~76.54% since, as the thesis played out. The thesis still stands due to sustained momentum. TickerTrends shares a similar view but emphasizes early signals from social and app data.

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Disclosure: None.