RBLX 全部观点

RBLX 这一页 3 条观点条目，其中 0 条方向发生变化。

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Benzinga发布 2026-08-31

《$SPY, $QQQ Slide as US-Iran Tensions Flare | PreMarket Playbook | August 31, 2026》

嗯，有人交易roadblocks吗？这只股票今天直线上升。目前上涨了7.8%。哦，天哪，这只股票现在有什么新闻？嗯，欧盟委员会将ChatGPT指定为超大型在线搜索引擎。Reddit、Roblox根据他们的数字服务法案被指定为超大型在线平台。对我来说，这根本不重要。但股票上涨了。

>> Um anyone trading roadblocks? This is straight up today. It's up 7.8% here. >> Oh jeez, what is the news here with this one now? >> Uh European Commission designates chat GPT is a very large online search engine. Reddit, Roblox as very large online platforms under their digital securities act. That to me is is not really material at all. Stocks up though.

也许是因为头条新闻的提及导致它上涨。是的，我不确定。但我不喜欢这样。

>> Maybe it was a headline mention that's causing it to go. >> Yeah, I'm not I'm not sure. I don't like this though.

看原视频2:30:23

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Rational Investing - Cameron Stewart, CFA发布 2026-08-26

《Roblox Stock: I Did the Math - SBC is OUT OF CONTROL!!》

$RBLX看跌

RBLX因持续经营亏损和过度的股票补偿稀释（5年内40亿美元，约占市值的20%）而不可投资。

Roblox。我们来看一下。嗯，收入不错。好的。收入同比增长 35%。利润率在增长。过去几年的毛利率有所上升。看起来早期是持平的，或者说又回到了 23%。对于一家软件公司来说，这似乎很低。23%。

Roblox. Let's take a look. Uh, nice revenue. Okay. Revenue growing 35% year-over-year. Margins are growing. Profit gross profit margin last couple years. It's moved up. It looks like it was flat early on or it's kind of returned to this 23. That seems low for a software company. 23%.

他们的收入成本是多少？是不是有很多开发者？这似乎……研发。天哪。15 亿美元的研发。看看这笔研发费用。拜托，各位。再加上销售和营销。这是你们的管理费用。他们可能有一大笔股票薪酬。

What is their cost of revenue? Is that many developers? That seems R&D. Oh my god. 1.5 billion of R&D. Look at this R&D expense. Come on, guys. Plus selling marketing. There's your admin. They probably have a good slug of stockbased comp.

看原视频00:01

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Rational Investing - Cameron Stewart, CFA发布 2026-08-11

《Celsius Holdings (CELH) - 6x Cash on Cash Return!》

$RBLX看跌

RBLX缺乏吸引力；在约50亿美元营收下未能盈利，原因是费用过高（研发、SBC）。

Roblox。我不知道，伙计。你想看看那个吗？好吧，让我们看看。看看我们有什么。

Roblox. I don't know, man. You want to take a look at that? Okay, let's take a look. See what we got.

Roblox。让我们看看。不错的收入。好吧，收入同比增长35%，利润率在增长。过去几年毛利率在上升。看起来早期持平，或者回到了23%。对于一家软件公司来说，这似乎很低。23%。

他们的收入成本是多少？那么多开发者。那似乎是PG，PNG在你的雷达上。也许我们今晚可以谈到。看看我们有多少时间。研发。哦，我的天。15亿的研发。看看这个研发费用。拜托，伙计们。

看原视频1:04:48

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