Roblox (NYSE:RBLX) has lost roughly two-thirds of its value, yet daily users and paying users are still growing. The selloff followed a sharp bookings slowdown after management prioritized safety and long-term retention over near-term spending. With $6.1 billion in cash and investments, a $3 billion buyback, and the stock near 12.4 times trailing free cash flow, the valuation debate has changed.
Stock prices used were the market prices of Aug. 21, 2026. The video was published on Sep. 1, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
