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Roblox: Major Ads Catalyst

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  • Roblox Corporation is partnering with PubMatic to launch immersive video ads on its platform, targeting major brands and driving revenue growth.
  • The U.S. video game-advertising business is expected to exceed $10 billion in 2025, presenting a significant revenue opportunity for Roblox.
  • Roblox stock trades at only 5.5x EV/S, any dip provides a great buying opportunity.
  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »
Roblox Corporation (NYSE:RBLX) ended last year back in growth mode, yet the stock hasn't recovered beyond the post-Covid highs around $40 for years now. The mobile gaming platform has been a strong growth machine when normalized for the volatility over the last few years. My investment thesis remains ultra-Bullish on the stock, especially on a dip below the current support around $36.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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