Cathie Wood’s ARK Invest is accumulating shares of Roblox (RBLX) across multiple funds, including ARKF, ARKK, and ARKW, shifting toward long-term innovation themes. Roblox, valued at $58 billion, operates a user-generated gaming platform popular among younger users, with 33% stock growth in the past year but trading below all-time highs. Wood sees Roblox’s potential in the metaverse and digital economy, focusing on expanding user base and monetization. In Q3, Roblox saw 70% growth in daily active users and bookings, with international expansion driving momentum. Management raised creator exchange rates to boost earnings by $95 million, surpassing $1 billion in total payouts in 2025. Despite strong growth, Roblox faces near-term headwinds and expects gross margins to compress due to production costs and supply constraints. Analysts forecast revenue to grow from $4.37 billion in 2024 to $12.70 billion in 2029, with RBLX stock potentially surging over 60% in the next three years. Out of 29 analysts, 16 recommend “Strong Buy” for RBLX stock, with an average price target of $135.

Read more at Yahoo Finance: Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026?