RBLX Klasa A Roblox Corporation Class A Common Stock
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O Roblox Corporation Class A Common Stock Przegląd firmy z Wikipedii
The Roblox Corporation ( , ROH-bloks) is an American video game developer based in San Mateo, California. Founded in 2004 by David Baszucki and Erik Cassel, the company is the developer of Roblox, a game platform, which was released in 2006. As of December 31, 2024, the company employs over 2,400 people.
History
Roblox Corporation was founded by David Baszucki and Erik Cassel. Baszucki had previously founded Knowledge Revolution, an educational software company, in 1989. With him and Cassel, the company developed Interactive Physics, a 2D physics simulation released in the same year. Knowledge Revolution followed this up with Working Model, a software that simulated mechanical devices. The company was eventually purchased in December 1998 for US$20 million by MSC Software, where Baszucki and Cassel obtained senior positions. Baszucki was the company's vice president and general manager from 2000 until 2002, when he left MSC Software to establish Baszucki & Associates, an angel investment firm. He and Cassel founded Roblox Corporation in 2004. Working from an office in Menlo Park, California, they began preliminary work on the video game DynaBlocks, which was launched in a beta state later that year. The game's name was changed to Roblox in 2005, and the game was formally released on September 1, 2006.
Cassel died from cancer on February 11, 2013. In December 2013, Roblox Corporation had 68 employees, which it raised to 163 by December 2016. The company secured an $82 million investment in March 2017 through a round of funding led by Meritech Capital Partners and Index Ventures. Eyeing international expansion, Roblox Corporation established Roblox International and hired Chris Misner as its president in May 2018. Under Misner, Roblox was launched in Chinese (in partnership with Tencent), German, and French in 2019. By September 2018, Roblox Corporation had hired Dan Williams (previously of Dropbox) to move Roblox from a third-party cloud computing service to a proprietary one. In October 2018, the company acquired PacketZoom, a developer of mobile network optimization software. PacketZoom, including its employees, founder, and chief technology officer Chetan Ahuja, was merged into Roblox Corporation.
A "series G" funding round in February 2020, led by Andreessen Horowitz, raised $150 million for Roblox Corporation and valued the company at $4 billion. By October 2020, Roblox Corporation had begun planning to become a public company, evaluating whether to perform a regular initial public offering (IPO) or use the less common method of a direct listing. Later that month, the company filed with the United States Securities and Exchange Commission (SEC) to prepare an IPO worth $1 billion, looking to be listed on the New York Stock Exchange (NYSE) with the ticker symbol "RBLX". By this time, the company had more than 830 full-time employees and 1,700 "trust and safety agents". The company acquired Loom.ai, a company that creates 3D avatars from photographs, in December 2020. In January 2021, Roblox Corporation announced that it would pursue a direct listing instead of an IPO. The SEC had also requested that Roblox Corporation change how it reports the sales of its virtual currency, Robux. In the same month, Altimeter Capital and Dragoneer Investment Group led a "series H" round of funding that valued the company at $29.5 billion. The NYSE approved the direct listing of Roblox Corporation's class A shares by February 2021. The shares began trading on March 10 that year, with the initial buys giving the company an estimated $41.9 billion valuation. In August 2021, Roblox Corporation acquired the online communication platforms Bash Video and Guilded, paying $90 million in cash and stock for the latter.
In March 2023, Roblox and Guidewire Software agreed to switch office buildings under sublease agreements, with Roblox moving to the former Guidewire building at Bay Meadows, with 180,000 ft2 (17,000 m2) of office space, and Guidewire moving to the former 80,000 ft2 (7,400 m2) Roblox building near the Franklin Templeton campus. In July 2023, Roblox Corporation rolled out a "Roblox Partner Program" with seven initial developers partnered to create playable Roblox experiences for brands interested in advertising through Roblox's platform as a medium.
In August 2023, Roblox unveiled plans to create an in-game career center, where players can turn up for events, podcasts, and conversations with actual employees. A month later, Roblox laid off 30 employees in its talent acquisition, citing a slowdown in hiring.
Reception
Accolades
Roblox Corporation has been ranked on Pocket Gamer.biz's top lists of mobile game developers, placing sixth in 2018, eighth in 2019, and sixth in 2020. Fortune featured it as one of the best small and medium-sized workplaces in the San Francisco Bay Area, placing it sixteenth in 2019 and fortieth in 2021. In 2016 and 2017, Inc. ranked Roblox Corporation on its "Inc. 5000" list of fastest-growing private companies in the United States. In 2020, Fast Company regarded it as the ninth-most innovative company in the world, as well as the most innovative in the gaming sector.
Criticism
On August 19, 2021, the YouTube channel People Make Games released the results of their investigation into the Roblox Corporation. In their video report, they allege the company exploits young video game developers by taking an outsized share (75.5%) of the revenue made from games on their platform. In a discussion with Axios, Roblox chief product officer (CPO) Manuel Bronstein responded by saying that Roblox intends to give more money to its community developers.
After the report's publication, Roblox asked People Make Games to retract the video. Instead, they released a follow-up video report which further outlined several child safety issues they felt were present in Roblox.
Legal disputes
In June 2016, Cinemark Theatres filed a lawsuit against Roblox Corporation over trademark infringement. The plaintiff cited several user-created games within Roblox that recreated Cinemark locations, including the trademarked branding.
In February 2018, YouTuber Kerstin Hoffmann, known as Keisyo, claimed that Roblox Corporation owed her $150,000 because the company had stopped her from converting her 42 million Robux balance into real-world money for no given reason. In response, Roblox Corporation stated that she could not transfer her Robux because she had earned them through "fraudulent activities".
In May 2021, an unnamed litigant filed a class-action lawsuit against Roblox Corporation, accusing the company of ripping off players with bogus purchases. Stating "The company's decision to sell first and 'moderate' later has obvious monetary benefit for Roblox, by the time defendant has deleted items from the Avatar Shop and users' inventories, it has already taken its 30% commission from the sale." Roblox Corporation said that they review all content submitted by developers through a multi-step review process before it appears on the platform. In May 2023, Roblox agreed to settle the suit for $10 million, in the form of a Robux refund to any users who bought an item before May 11, 2023.
In June 2021, the National Music Publishers' Association filed a lawsuit against Roblox Corporation for $200 million, accusing the company of infringing copyright laws. The complaint states, "Roblox actively preys on its impressionable user base and their desire for popular music, teaching children that pirating music is perfectly acceptable." Roblox Corporation responded to the lawsuit by contending that they "do not tolerate copyright infringement" and expressing an intent to contest the lawsuit.
On September 27, 2021, Roblox and NMPA announced they had reached an agreement that "settles claims filed by NMPA members [and] offers an industry-wide opt-in open to all eligible NMPA publishers," settling the lawsuit.
In November 2021, Roblox Corporation filed a $1.65 million lawsuit against YouTuber Benjamin Robert Simon, also known online as Ruben Sim. The complaint states a breach of contract, "cyber-bullying and harassing Roblox employees and executives" and "posting false and misleading terrorist threats" during the Roblox Developer Conference 2021 which led to it being temporarily shut down. On January 16, 2022, the lawsuit was settled by both parties which required Simon to pay $150,000 to Roblox Corporation. With the lawsuit settled, Simon is permanently banned from accessing Roblox. Due to it being resolved out of court, a legal precedent for other users who may evade IP bans or violate a game's terms of service was not established.
In October 2022, a lawsuit was filed by a parent in the San Francisco Superior Court. The lawsuit alleges that Roblox connected their daughter with online predators, who sexually exploited her, coercing her to send sexually explicit photos to them on Discord and Snapchat, who were also named in the lawsuit.
In August 2023, a class-action lawsuit was brought against Roblox Corporation. The lawsuit alleges that Roblox profited off minors when they bought Robux to participate in third-party gambling rings, violating the RICO act.
Schlep controversy and lawsuit
In August 2025, Roblox Corporation issued a cease-and-desist letter to YouTuber Schlep, prominent for conducting sting operations against alleged online predators via the platform. Roblox Corporation's letter stated that the activities of Schlep and other vigilante streamers were a violation of the platform's terms of service, and created an unsafe environment for users. Concurrent with the legal notice, Roblox terminated all accounts associated with Schlep and his group, and IP-banned him from the platform. This has also prompted multiple Roblox-affiliated content creators of the Roblox Video Stars Program to leave as protest. Following the controversy, Roblox Corporation's stock price fell by over 11%, reflecting investor concerns. Schlep later announced that he is planning to countersue Roblox.
The company's actions were met with major backlash from many online communities who viewed Schlep's actions as necessary for community policing. The situation escalated significantly days later and included calls for the CEO to resign and a petition by U.S. representative Ro Khanna. Shortly after, Indonesia said that it began considering blocking Roblox in their country, and Qatar fully blocked Roblox. On August 14, Louisiana Attorney General Liz Murrill filed a child protection lawsuit against Roblox Corporation. The suit alleged that by actively shutting down independent efforts to expose potential dangers on its platform, Roblox was failing in its duty to protect underage users from harm. Roblox responded to the lawsuit on August 15.
Lobbying and political influence
In 2025, Roblox was among donors who funded the White House's East Wing demolition and planned building of a ballroom.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | RBLX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | -32.1średnia z 5 lat ≈-48.4 | ≈-48.4 | · | · | |
| P/S (TTM) | 5.7średnia z 5 lat ≈14.4 | ≈14.4 | 2.7 | Zawyżona wycena | |
| P/B (MRQ) | 214.1średnia z 5 lat ≈171.5 | ≈171.5 | 3.5 | Zawyżona wycena | |
| EV / EBITDA | -24.5średnia z 5 lat ≈-47.3 | ≈-47.3 | · | · | |
| Cena / FCF (TTM) | 19.8średnia z 5 lat ≈23.3 | ≈23.3 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 15.5średnia z 5 lat ≈56.0 | ≈56.0 | · | · | |
| EV / Przychody (TTM) | 5.4średnia z 5 lat ≈13.8 | ≈13.8 | · | · | |
| EV / FCF (TTM) | 18.6średnia z 5 lat ≈27.1 | ≈27.1 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 246.5średnia z 5 lat ≈346.7 | ≈346.7 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | RBLX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | -20.7%średnia z 5 lat ≈-33.4% | ≈-33.4% | -7.9% | Słaby | |
| EBITDA Margin (Marża EBITDA) | -25.2%średnia z 5 lat ≈-33.4% | ≈-33.4% | -6.3% | Słaby | |
| Marża przed opodatkowaniem (TTM) | -17.7%średnia z 5 lat ≈-31.5% | ≈-31.5% | -7.8% | Poniżej średniej | |
| Marża Zysku Netto (TTM) | -17.6%średnia z 5 lat ≈-31.2% | ≈-31.2% | -7.3% | Poniżej średniej | |
| ROA (TTM) | -11.4%średnia z 5 lat ≈-16.1% | ≈-16.1% | -28.8% | Najwyższa półka | |
| ROE (TTM) | -396.1%średnia z 5 lat ≈-416.0% | ≈-416.0% | -12.6% | Słaby | |
| ROIC | -88.2%średnia z 5 lat ≈-78.9% | ≈-78.9% | -11.9% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | RBLX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 6.6średnia z 5 lat ≈5.0 | ≈5.0 | 0.7 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 0.8średnia z 5 lat ≈1.3 | ≈1.3 | 1.0 | Niska płynność | |
| Wskaźnik Szybkości (MRQ) | 0.6średnia z 5 lat ≈1.1 | ≈1.1 | 0.9 | Niska płynność | |
| Dług długoterminowy / Kapitał własny (MRQ) | 6.6średnia z 5 lat ≈5.0 | ≈5.0 | 0.0 | Wysokie zadłużenie |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | RBLX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 35.8%średnia z 5 lat ≈42.8% | ≈42.8% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 30.0%średnia z 5 lat ≈32.7% | ≈32.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 39.6% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | RBLX | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.6średnia z 5 lat ≈0.5 | ≈0.5 | 0.9 | Słaby | |
| Receivables Turnover (Rotacja należności) | 6.5średnia z 5 lat ≈6.5 | ≈6.5 | 7.6 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$1.6M | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 29, 2026 | $-0.26 | $-0.35 | 25.9% |
| 31 marca 2026 | $-0.27 | $-0.42 | 35.3% | |
| 31 grudnia 2025 | $-0.45 | $-0.49 | 7.9% | |
| 30 września 2025 | $-0.37 | $-0.50 | 26.3% | |
| 30 czerwca 2025 | $-0.41 | $-0.38 | -9.2% | |
| 31 marca 2025 | $-0.32 | $-0.41 | 21.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.89B | $3.60B | $2.80B | $2.23B | $1.92B | $924M | $508M | |
| Cost of Revenue | $1.07B | $801M | $649M | $548M | $497M | $240M | $122M | |
| R&D Expense | $1.57B | $1.44B | $1.25B | $873M | $533M | $201M | $107M | |
| SG&A Expense | $580M | $408M | $390M | $297M | $303M | $97M | $42M | |
| Operating Expenses | $6.12B | $4.67B | $4.06B | $3.15B | $2.41B | $1.19B | $585M | |
| Operating Income | $-1.23B | $-1.06B | $-1.26B | $-924M | $-495M | $-266M | $-76M | |
| Interest Expense | · | · | $41M | $40M | $7M | $0 | $0 | |
| Interest Income | $202M | $180M | $142M | $39M | $92.0K | · | · | |
| Pretax Income | $-1.07B | $-936M | $-1.16B | $-931M | $-504M | $-264M | $-71M | |
| Income Tax | $4M | $4M | $454.0K | $4M | $-320.0K | $-7M | $9.0K | |
| Net Income | $-1.07B | $-935M | $-1.15B | $-924M | $-492M | $-253M | $-71M | |
| EPS (Basic) | $-1.54 | $-1.44 | $-1.87 | $-1.55 | $-0.97 | $-1.39 | $-0.44 | |
| EPS (Diluted) | $-1.54 | $-1.44 | $-1.87 | $-1.55 | $-0.97 | $-1.39 | $-0.44 | |
| Shares (Basic) | 689,612,000 | 647,482,000 | 616,445,000 | 595,559,000 | 505,858,000 | 182,108,000 | 163,051,000 | |
| Shares (Diluted) | 689,612,000 | 647,482,000 | 616,445,000 | 595,559,000 | 505,858,000 | 182,108,000 | 163,051,000 | |
| EBITDA | $-1.23B | $-1.06B | $-1.26B | $-924M | $-495M | · | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.21B | $712M | $678M | $2.98B | $3.00B | $894M | $301M | |
| Short-term Investments | $1.85B | $1.70B | $1.51B | $0 | · | · | · | |
| Receivables | $901M | $615M | $506M | $379M | $307M | $247M | · | |
| Prepaid Expense | $109M | $75M | $75M | $62M | $32M | $26M | · | |
| Other Current Assets | $11M | $8M | $11M | $10M | $4M | $9M | · | |
| Current Assets | $4.90B | $3.73B | $3.28B | $3.84B | $3.75B | $1.42B | · | |
| PP&E (Net) | $885M | $660M | $695M | $592M | $271M | $206M | · | |
| PP&E (Gross) | $1.57B | $1.25B | $1.14B | $859M | $425M | $296M | · | |
| Accum. Depreciation | $684M | $587M | $443M | $267M | $154M | $90M | · | |
| Goodwill | $143M | $142M | $142M | $134M | $118M | $60M | · | |
| Intangibles | $18M | $34M | $53M | $55M | $60M | $42M | · | |
| Other Non-current Assets | $21M | $14M | $10M | $4M | $3M | $2M | · | |
| Total Assets | $9.56B | $7.18B | $6.17B | $5.38B | $4.56B | $1.85B | · | |
| Accounts Payable | $65M | $43M | $60M | $71M | $64M | $12M | · | |
| Accrued Liabilities | $396M | $276M | $271M | $236M | $181M | $65M | · | |
| Short-term Debt | $15M | $0 | · | · | · | · | · | |
| Current Liabilities | $5.13B | $3.66B | $3.05B | $2.48B | $2.17B | $1.23B | · | |
| Capital Leases | $643M | $670M | $647M | $495M | $195M | $0 | · | |
| Other Non-current Liabilities | · | · | · | · | · | $22M | · | |
| Total Liabilities | $9.18B | $6.97B | $6.10B | $5.07B | $3.97B | $1.74B | · | |
| Long-term Debt | $1.17B | $1.21B | $1.25B | $1.29B | $1.33B | · | · | |
| Total Debt | $1.01B | $1.01B | $1.00B | $989M | $988M | · | · | |
| Common Stock | $0 | $62.0K | $61.0K | $59.0K | $58.0K | $20.0K | · | |
| Retained Earnings | $-5.06B | $-4.00B | $-3.06B | $-1.91B | $-984M | $-492M | · | |
| AOCI | $17M | $-4M | $2M | $671.0K | $62.0K | $90.0K | · | |
| Stockholders' Equity | $394M | $221M | $76M | $306M | $585M | $-252M | · | |
| Liabilities + Equity | $9.56B | $7.18B | $6.17B | $5.38B | $4.56B | $1.85B | · | |
| Shares Outstanding | 708,359,000 | 666,419,000 | 631,221,000 | 604,674,000 | 585,878,000 | 201,327,000 | · |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $226M | $226M | $208M | $130M | $76M | $44M | $28M | |
| Stock-based Comp | $1.13B | $1.02B | $868M | $589M | $342M | $79M | $18M | |
| Deferred Tax | $-1M | $-584.0K | $-96.0K | $-579.0K | $-998.0K | $-7M | $0 | |
| Amort. of Intangibles | $18M | $19M | $19M | $16M | $11M | $1M | $0 | |
| Operating Cash Flow | $1.80B | $822M | $458M | $369M | $659M | $524M | $99M | |
| CapEx | $441M | $180M | $321M | $426M | $93M | $104M | $83M | |
| Investing Cash Flow | $-1.39B | $-852M | $-2.83B | $-441M | $-147M | $-97M | $-84M | |
| Debt Issued | · | · | · | $0 | $990M | $0 | $0 | |
| Net Debt Issued | · | · | · | $0 | $990M | · | · | |
| Stock Issued | $89M | $70M | $53M | $46M | $76M | $15M | $3M | |
| Net Stock Activity | $89M | $70M | $53M | $46M | $76M | · | · | |
| Financing Cash Flow | $89M | $66M | $67M | $44M | $1.60B | $165M | $53M | |
| Net Change in Cash | $494M | $33M | $-2.30B | $-27M | $2.11B | $592M | $68M | |
| Taxes Paid | $3M | $1M | $3M | · | · | · | · | |
| Free Cash Flow | $1.36B | $643M | $138M | $-57M | $566M | · | · | |
| Levered FCF | · | · | $97M | $-97M | $559M | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | -25.2% | -29.5% | -45.0% | -41.5% | -25.8% | · | · | |
| Net Margin | -21.8% | -26.0% | -41.1% | -41.5% | -25.6% | · | · | |
| Pretax Margin | -21.8% | -26.0% | -41.4% | -41.8% | -26.2% | · | · | |
| EBITDA Margin | -25.2% | -29.5% | -45.0% | -41.5% | -25.8% | · | · | |
| ROA | -12.7% | -14.0% | -20.0% | -18.6% | -15.3% | · | · | |
| ROE | -345.8% | -628.3% | -602.6% | -207.5% | -295.8% | · | · | |
| ROIC | -88.2% | -87.0% | -116.5% | -71.6% | -31.5% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 1.1 | 1.5 | 1.7 | · | · | |
| Quick Ratio | 0.8 | 0.8 | 0.9 | 1.4 | 1.5 | · | · | |
| Debt / Equity | 2.6 | 4.5 | 13.2 | 3.2 | 1.7 | · | · | |
| LT Debt / Equity | 2.5 | 4.5 | 13.2 | 3.2 | 1.7 | · | · | |
| Interest Coverage | · | · | -30.9 | -23.2 | -70.7 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.6 | · | · | |
| Receivables Turnover | 6.5 | 6.4 | 6.3 | 6.5 | 6.9 | · | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.56 | $0.33 | $0.12 | $0.51 | $1.00 | · | · | |
| Revenue / Share | $7.09 | $5.56 | $4.54 | $3.74 | $3.79 | · | · | |
| Cash Flow / Share | $2.60 | $1.27 | $0.74 | $0.62 | $1.30 | · | · | |
| Cash / Share | $1.70 | $1.07 | $1.07 | $4.92 | $5.13 | · | · | |
| EPS (TTM) | $-1.54 | $-1.44 | $-1.87 | $-1.55 | $-0.97 | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 35.8% | 28.7% | 25.8% | 15.9% | 107.7% | · | · | |
| Revenue CAGR 3Y | 30.0% | 23.4% | 44.7% | · | · | · | · | |
| Revenue CAGR 5Y | 39.6% | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.89B | $3.60B | $2.80B | $2.23B | $1.92B | · | · | |
| Net Income TTM | $-1.07B | $-935M | $-1.15B | $-924M | $-492M | · | · | |
| Market Cap | $57.40B | $38.56B | $28.86B | $17.21B | $60.44B | · | · | |
| Enterprise Value | $55.35B | $37.16B | $27.67B | $15.22B | $58.42B | · | · | |
| P/E | -52.6 | -40.2 | -24.4 | -18.4 | -106.4 | · | · | |
| P/S | 11.7 | 10.7 | 10.3 | 7.7 | 31.5 | · | · | |
| P/B | 145.5 | 174.1 | 378.3 | 56.2 | 103.3 | · | · | |
| P / Tangible Book | 245.7 | 845.5 | · | 147.1 | 148.5 | · | · | |
| P / Cash Flow | 32.0 | 46.9 | 63.0 | 46.6 | 91.7 | · | · | |
| P / FCF | 42.3 | 60.0 | 209.9 | -302.6 | 106.8 | · | · | |
| EV / EBITDA | -44.9 | -34.9 | -22.0 | -16.5 | -118.0 | · | · | |
| EV / FCF | 40.8 | 57.8 | 201.2 | -267.7 | 103.3 | · | · | |
| EV / Revenue | 11.3 | 10.3 | 9.9 | 6.8 | 30.4 | · | · | |
| Earnings Yield | -1.9% | -2.5% | -4.1% | -5.5% | -0.94% | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.47B | $1.44B | $1.42B | $1.36B | $1.08B | $1.03B | $988M | $919M | $894M | $801M | $750M | $713M | $681M | $655M | $579M | $518M | |
| Cost of Revenue | $292M | $294M | $315M | $296M | $236M | $225M | $219M | $205M | $199M | $179M | $172M | $164M | $162M | $152M | $142M | $126M | |
| R&D Expense | $420M | $422M | $410M | $398M | $385M | $374M | $355M | $365M | $362M | $362M | $341M | $322M | $315M | $276M | $248M | $236M | |
| SG&A Expense | $199M | $209M | $164M | $145M | $152M | $119M | $105M | $99M | $106M | $98M | $99M | $98M | $96M | $98M | $80M | $81M | |
| Operating Expenses | $1.70B | $1.74B | $1.77B | $1.66B | $1.40B | $1.29B | $1.23B | $1.20B | $1.13B | $1.10B | $1.11B | $1.01B | $995M | $945M | $881M | $818M | |
| Operating Income | $-229M | $-294M | $-359M | $-297M | $-322M | $-255M | $-244M | $-279M | $-238M | $-302M | $-355M | $-300M | $-314M | $-290M | $-302M | $-300M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $10M | · | $10M | $10M | $10M | · | $10M | |
| Interest Income | $59M | $55M | $54M | $52M | $49M | $46M | $46M | $47M | $44M | $42M | $40M | $36M | $35M | $31M | $22M | $13M | |
| Pretax Income | $-183M | $-247M | $-317M | $-257M | $-279M | $-215M | $-218M | $-240M | $-207M | $-271M | $-325M | $-278M | $-286M | $-269M | $-288M | $-302M | |
| Income Tax | $2M | $1M | $954.0K | $803.0K | $1M | $1M | $3M | $303.0K | $110.0K | $1M | $277.0K | $682.0K | $-1M | $731.0K | $3M | $352.0K | |
| Net Income | $-183M | $-246M | $-316M | $-256M | $-278M | $-215M | $-220M | $-239M | $-206M | $-271M | $-324M | $-277M | $-283M | $-268M | $-290M | $-298M | |
| EPS (Basic) | $-0.26 | $-0.35 | $-0.44 | $-0.37 | $-0.41 | $-0.32 | $-0.32 | $-0.37 | $-0.32 | $-0.43 | $-0.52 | $-0.45 | $-0.46 | $-0.44 | $-0.48 | $-0.50 | |
| EPS (Diluted) | $-0.26 | $-0.35 | $-0.44 | $-0.37 | $-0.41 | $-0.32 | $-0.32 | $-0.37 | $-0.32 | $-0.43 | $-0.52 | $-0.45 | $-0.46 | $-0.44 | $-0.48 | $-0.50 | |
| Shares (Basic) | 716,767,000 | 711,697,000 | · | 697,282,000 | 684,837,000 | 671,657,000 | · | 650,961,000 | 642,814,000 | 635,020,000 | · | 619,350,000 | 612,689,000 | 606,637,000 | · | 597,779,000 | |
| Shares (Diluted) | 716,767,000 | 711,697,000 | · | 697,282,000 | 684,837,000 | 671,657,000 | · | 650,961,000 | 642,814,000 | 635,020,000 | · | 619,350,000 | 612,689,000 | 606,637,000 | · | 597,779,000 | |
| EBITDA | $-229M | $-294M | · | $-297M | $-322M | $-255M | · | $-279M | $-238M | $-302M | · | $-300M | $-314M | $-290M | · | $-300M |
Bilans
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $991M | $1.19B | $1.21B | $1.02B | $995M | $1.16B | $712M | $603M | $966M | $866M | · | $580M | $520M | $828M | · | $3.02B | |
| Short-term Investments | $2.02B | $2.01B | $1.85B | $1.84B | $1.63B | $1.59B | $1.70B | $1.72B | $1.45B | $1.54B | · | $1.58B | $1.60B | $1.41B | · | · | |
| Receivables | $498M | $538M | $901M | $634M | $524M | $404M | $615M | $386M | $346M | $332M | · | $285M | $257M | $265M | · | $186M | |
| Prepaid Expense | $139M | $138M | $109M | $96M | $101M | $89M | $75M | $71M | $87M | $89M | · | $65M | $69M | $76M | · | $73M | |
| Other Current Assets | $8M | $13M | $11M | $13M | $12M | $7M | $8M | $7M | $8M | $12M | · | $11M | $9M | $20M | · | $13M | |
| Current Assets | $4.53B | $4.74B | $4.90B | $4.35B | $3.95B | $3.89B | $3.73B | $3.37B | $3.40B | $3.36B | · | $2.97B | $2.89B | $3.02B | · | $3.67B | |
| PP&E (Net) | $823M | $849M | $885M | $677M | $614M | $617M | $660M | $643M | $675M | $691M | · | $709M | $685M | $688M | · | $526M | |
| PP&E (Gross) | $1.61B | $1.59B | $1.57B | $1.32B | $1.21B | $1.24B | $1.25B | $1.23B | $1.21B | $1.18B | · | $1.11B | $1.04B | $997M | · | $755M | |
| Accum. Depreciation | $790M | $740M | $684M | $646M | $599M | $623M | $587M | $587M | $534M | $491M | · | $402M | $356M | $308M | · | $229M | |
| Goodwill | $163M | $142M | $143M | $143M | $143M | $142M | $142M | $142M | $142M | $142M | $142M | $142M | $134M | $134M | $134M | $130M | |
| Intangibles | $20M | $17M | $18M | $23M | $26M | $30M | $34M | $38M | $43M | $48M | · | $57M | $59M | $51M | · | $54M | |
| Other Non-current Assets | $25M | $26M | $22M | $20M | $21M | $19M | $14M | $15M | $17M | $10M | · | $11M | $11M | $6M | · | $2M | |
| Total Assets | $9.74B | $9.83B | $9.56B | $8.59B | $7.85B | $7.45B | $7.18B | $6.69B | $6.47B | $6.31B | · | $5.75B | $5.60B | $5.47B | · | $5.04B | |
| Accounts Payable | $24M | $24M | $65M | $89M | $62M | $53M | $43M | $43M | $39M | $49M | · | $87M | $73M | $120M | · | $45M | |
| Accrued Liabilities | $479M | $435M | $396M | $341M | $317M | $277M | $276M | $274M | $270M | $274M | · | $260M | $216M | $248M | · | $274M | |
| Short-term Debt | $0 | $0 | $15M | $15M | $15M | · | $0 | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $5.52B | $5.31B | $5.13B | $4.53B | $4.06B | $3.82B | $3.66B | $3.44B | $3.30B | $3.13B | · | $2.80B | $2.63B | $2.63B | · | $2.24B | |
| Capital Leases | $669M | $625M | $643M | $618M | $641M | $667M | $670M | $620M | $706M | $694M | · | $630M | $642M | $467M | · | $426M | |
| Total Liabilities | $9.62B | $9.42B | $9.18B | $8.20B | $7.51B | $7.16B | $6.97B | $6.51B | $6.36B | $6.25B | · | $5.63B | $5.44B | $5.23B | · | $4.61B | |
| Long-term Debt | · | · | $1.17B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $1.01B | $1.01B | · | $1.01B | $1.01B | $1.01B | · | $1.01B | $1.01B | $1.01B | · | $1.00B | $1.00B | $989M | · | $989M | |
| Common Stock | $0 | $0 | $64.0K | $64.0K | $64.0K | $63.0K | $62.0K | $62.0K | $61.0K | $61.0K | · | $60.0K | $60.0K | $60.0K | · | $59.0K | |
| Retained Earnings | $-5.49B | $-5.31B | $-5.06B | $-4.74B | $-4.49B | $-4.21B | $-4.00B | $-3.78B | $-3.54B | $-3.33B | · | $-2.74B | $-2.46B | $-2.18B | · | $-1.62B | |
| AOCI | $-19M | $-5M | $17M | $16M | $14M | $5M | $-4M | $16M | $-6M | $-6M | · | $-16M | $-14M | $62.0K | · | $997.0K | |
| Stockholders' Equity | $152M | $432M | $394M | $408M | $353M | $311M | $221M | $190M | $122M | $72M | · | $126M | $168M | $248M | · | $424M | |
| Liabilities + Equity | $9.74B | $9.83B | $9.56B | $8.59B | $7.85B | $7.45B | $7.18B | $6.69B | $6.47B | $6.31B | · | $5.75B | $5.60B | $5.47B | · | $5.04B | |
| Shares Outstanding | 714,292,000 | 715,795,000 | 708,359,000 | 701,867,000 | 693,161,000 | 677,750,000 | 666,419,000 | 656,132,000 | 646,611,000 | 639,734,000 | · | 623,588,000 | 616,301,000 | 610,487,000 | · | 600,641,000 |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $61M | $63M | $55M | $54M | $54M | $51M | $69M | $53M | $54M | $55M | $54M | $53M | $47M | $43M | $34M | |
| Stock-based Comp | $282M | $275M | $298M | $287M | $285M | $259M | $258M | $265M | $252M | $241M | $251M | $220M | $212M | $185M | $169M | $161M | |
| Amort. of Intangibles | · | · | $6M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | |
| Operating Cash Flow | $318M | $629M | $607M | $546M | $199M | $444M | $184M | $247M | $151M | $239M | $143M | $113M | $28M | $174M | $119M | $67M | |
| CapEx | $22M | $33M | $298M | $103M | $23M | $17M | $64M | $29M | $40M | $47M | $65M | $53M | $111M | $91M | $157M | $133M | |
| Investing Cash Flow | $-142M | $-675M | $-420M | $-543M | $-394M | $-35M | $-85M | $-634M | $-55M | $-79M | $-51M | $-69M | $-357M | $-2.35B | $-164M | $-135M | |
| Stock Issued | $3M | $31M | $4M | $21M | $27M | $37M | $13M | $20M | $5M | $33M | $6M | $16M | $6M | $25M | $3M | $13M | |
| Net Stock Activity | · | $31M | · | · | · | $37M | · | · | · | $33M | · | · | · | $25M | · | · | |
| Financing Cash Flow | $-372M | $31M | $4M | $21M | $27M | $37M | $13M | $20M | $5M | $28M | $6M | $16M | $20M | $25M | $2M | $13M | |
| Net Change in Cash | $-197M | $-17M | $188M | $22M | $-164M | $447M | $109M | $-364M | $100M | $188M | $98M | $60M | $-308M | $-2.15B | $-44M | $-54M | |
| Free Cash Flow | · | $596M | · | · | · | $427M | · | · | · | $192M | · | · | · | $82M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $182M | · | · | · | $72M | · | · |
Rentowność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -15.6% | -20.4% | · | -21.8% | -29.8% | -24.6% | · | -30.3% | -26.6% | -37.7% | · | -42.1% | -46.1% | -44.2% | · | -58.0% | |
| Net Margin | -12.5% | -17.1% | · | -18.8% | -25.8% | -20.8% | · | -26.0% | -23.0% | -33.8% | · | -38.9% | -41.5% | -40.9% | · | -57.5% | |
| Pretax Margin | -12.5% | -17.1% | · | -18.9% | -25.8% | -20.8% | · | -26.1% | -23.2% | -33.8% | · | -39.0% | -42.0% | -41.1% | · | -58.2% | |
| EBITDA Margin | -15.6% | -20.4% | · | -21.8% | -29.8% | -24.6% | · | -30.3% | -26.6% | -37.7% | · | -42.1% | -46.1% | -44.2% | · | -58.0% | |
| ROA | -2.1% | -2.9% | · | -3.4% | -3.9% | -3.1% | · | -3.9% | -3.4% | -4.6% | · | -5.1% | -5.4% | -5.3% | · | -7.2% | |
| ROE | -72.4% | -66.2% | · | -85.6% | -117.3% | -112.5% | · | -151.6% | -142.0% | -169.4% | · | -100.9% | -79.0% | -66.3% | · | -58.5% | |
| ROIC | -19.9% | -20.5% | · | -21.0% | -23.8% | -19.4% | · | -23.4% | -21.1% | -28.2% | · | -26.6% | -26.7% | -23.5% | · | -21.3% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.6 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.9 | 1.0 | · | 1.4 | |
| Debt / Equity | 6.6 | 2.3 | · | 2.5 | 2.9 | 3.2 | · | 5.3 | 8.3 | 14.0 | · | 8.0 | 6.0 | 4.0 | · | 2.3 | |
| LT Debt / Equity | 6.6 | 2.3 | · | 2.4 | 2.8 | 3.2 | · | 5.3 | 8.3 | 14.0 | · | 8.0 | 6.0 | 4.0 | · | 2.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -29.2 | · | -29.2 | -31.0 | -28.9 | · | -30.0 |
Efektywność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.9 | 3.1 | · | 2.7 | 2.5 | 2.8 | · | 2.7 | 3.0 | 2.7 | · | 3.0 | 3.1 | 2.9 | · | 2.9 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $0.21 | $0.60 | · | $0.58 | $0.51 | $0.46 | · | $0.29 | $0.19 | $0.11 | · | $0.20 | $0.27 | $0.41 | · | $0.71 | |
| Revenue / Share | $2.05 | $2.03 | · | $1.95 | $1.58 | $1.54 | · | $1.41 | $1.39 | $1.26 | · | $1.15 | $1.11 | $1.08 | · | $0.87 | |
| Cash Flow / Share | · | $0.88 | · | · | · | $0.66 | · | · | · | $0.38 | · | · | · | $0.29 | · | · | |
| Cash / Share | $1.39 | $1.66 | · | $1.45 | $1.43 | $1.71 | · | $0.92 | $1.49 | $1.35 | · | $0.93 | $0.84 | $1.36 | · | $5.03 | |
| EPS (TTM) | $-1.42 | $-1.57 | · | $-1.42 | $-1.42 | $-1.33 | · | $-1.64 | $-1.72 | $-1.86 | · | $-1.83 | $-1.88 | $-1.72 | · | $-1.20 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.69B | $5.30B | · | $4.46B | $4.02B | $3.84B | · | $3.36B | $3.16B | $2.95B | · | $2.63B | $2.43B | $2.34B | · | $2.21B | |
| Net Income TTM | $-1.00B | $-1.10B | · | $-968M | $-952M | $-880M | · | $-1.04B | $-1.08B | $-1.15B | · | $-1.12B | $-1.14B | $-1.03B | · | $-778M | |
| Market Cap | $38.84B | $40.49B | · | $97.22B | $72.92B | $39.51B | · | $29.04B | $24.06B | $24.43B | · | $18.06B | $24.84B | $27.46B | · | $21.53B | |
| Enterprise Value | $36.84B | $38.29B | · | $95.37B | $71.30B | $37.77B | · | $27.72B | $22.65B | $23.02B | · | $16.91B | $23.72B | $26.21B | · | $19.49B | |
| P/E | -38.3 | -36.0 | · | -97.5 | -74.1 | -43.8 | · | -27.0 | -21.6 | -20.5 | · | -15.8 | -21.4 | -26.2 | · | -29.9 | |
| P/S | 6.8 | 7.6 | · | 21.8 | 18.1 | 10.3 | · | 8.6 | 7.6 | 8.3 | · | 6.9 | 10.2 | 11.7 | · | 9.7 | |
| P/B | 255.5 | 93.7 | · | 238.5 | 206.4 | 127.2 | · | 152.9 | 198.0 | 341.1 | · | 143.6 | 147.4 | 110.8 | · | 50.8 | |
| P / Tangible Book | · | 148.3 | · | 401.5 | 394.6 | 284.8 | · | 3162.4 | · | · | · | · | · | 437.5 | · | 89.8 | |
| P / Cash Flow | · | 64.4 | · | · | · | 89.0 | · | · | · | 102.2 | · | · | · | 158.0 | · | · | |
| EV / Revenue | 6.5 | 7.2 | · | 21.4 | 17.7 | 9.8 | · | 8.2 | 7.2 | 7.8 | · | 6.4 | 9.8 | 11.2 | · | 8.8 | |
| Earnings Yield | -2.6% | -2.8% | · | -1.0% | -1.4% | -2.3% | · | -3.7% | -4.6% | -4.9% | · | -6.3% | -4.7% | -3.8% | · | -3.4% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $4.89B | $3.60B | $2.80B | $2.23B | $1.92B |
| Marża Operacyjna % | -25.2% | -29.5% | -45.0% | -41.5% | -25.8% |
| Zysk netto | $-1.07B | $-935M | $-1.15B | $-924M | $-492M |
| Rozwodniony EPS | $-1.54 | $-1.44 | $-1.87 | $-1.55 | $-0.97 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 2.6 | 4.5 | 13.2 | 3.2 | 1.7 |
| Wskaźnik bieżący | 1.0 | 1.0 | 1.1 | 1.5 | 1.7 |
| Wskaźnik Szybkości | 0.8 | 0.8 | 0.9 | 1.4 | 1.5 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $1.36B | $643M | $138M | $-57M | $566M |
Właściciele instytucjonalni (13F) 903 emitenci · $37.2B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 120 (-15 vs poprzedni kw.) | 147 (-49 vs poprzedni kw.) | 304 (+8 vs poprzedni kw.) | 290 (-39 vs poprzedni kw.) | +23.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $5 142 065 267 | 63 458 784 | 13,81% | Akcje |
| FMR LLC | $4 335 375 505 | 79 723 713 | 11,64% | Akcje |
| BlackRock, Inc. | $2 084 253 192 | 38 327 569 | 5,60% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 720 399 885 | 31 636 629 | 4,62% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 587 683 591 | 29 196 094 | 4,26% | Akcje |
| Capital World Investors | $1 234 930 130 | 22 709 293 | 3,32% | Akcje |
| MORGAN STANLEY | $1 182 291 234 | 21 741 285 | 3,17% | Akcje |
| BAILLIE GIFFORD & CO | $1 148 773 966 | 21 124 935 | 3,08% | Akcje |
| IEQ CAPITAL, LLC | $901 324 203 | 16 574 553 | 2,42% | Akcje |
| Capital International Investors | $874 758 020 | 16 086 049 | 2,35% | Akcje |
| STATE STREET CORP | $807 695 971 | 14 852 813 | 2,17% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $735 371 184 | 13 522 824 | 1,97% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $731 337 533 | 13 448 649 | 1,96% | Akcje |
| SRS Investment Management, LLC | $710 389 976 | 13 063 442 | 1,91% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $669 356 303 | 12 340 053 | 1,80% | Akcje |
| Linonia Partnership LP | $655 452 255 | 12 053 186 | 1,76% | Akcje |
| TWO SIGMA ADVISERS, LP | $527 273 635 | 6 507 141 | 1,42% | Akcje |
| FIL Ltd | $491 750 129 | 9 042 849 | 1,32% | Akcje |
| Temasek Holdings (Private) Ltd | $422 954 589 | 7 777 760 | 1,14% | Akcje |
| GOLDMAN SACHS GROUP INC | $397 852 031 | 7 316 146 | 1,07% | Akcje |
| Amundi | $384 918 553 | 7 078 311 | 1,03% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $370 548 714 | 6 814 063 | 0,99% | Akcje |
| ARK Investment Management LLC | $351 615 103 | 6 465 890 | 0,94% | Akcje |
| NORGES BANK | $278 333 100 | 5 118 299 | 0,75% | Akcje |
| JPMORGAN CHASE & CO | $253 869 887 | 4 671 877 | 0,68% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $252 478 455 | 4 642 855 | 0,68% | Akcje |
| UBS Group AG | $247 139 643 | 4 544 679 | 0,66% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $234 146 848 | 4 305 753 | 0,63% | Akcje |
| D. E. Shaw & Co., Inc. | $214 123 752 | 3 937 546 | 0,57% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $211 472 944 | 3 888 800 | 0,57% | Opcja kupna |
| JANE STREET GROUP, LLC | $210 858 450 | 3 877 500 | 0,57% | Opcja kupna |
| NORTHERN TRUST CORP | $207 291 176 | 3 811 901 | 0,56% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $202 581 433 | 3 725 293 | 0,54% | Akcje |
| BANK OF AMERICA CORP /DE/ | $199 162 868 | 3 662 429 | 0,53% | Akcje |
| Amova Asset Management Americas, Inc. | $185 964 251 | 3 419 089 | 0,50% | Akcje |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $184 779 597 | 3 397 933 | 0,50% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $174 336 616 | 3 194 052 | 0,47% | Akcje |
| ValueAct Holdings, L.P. | $171 156 754 | 3 147 421 | 0,46% | Akcje |
| Contour Asset Management LLC | $168 967 850 | 3 107 169 | 0,45% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $161 243 003 | 2 850 831 | 0,43% | Akcje |
| Slate Path Capital LP | $149 343 794 | 2 746 300 | 0,40% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $148 751 052 | 2 735 400 | 0,40% | Opcja sprzedaży |
| CITADEL ADVISORS LLC | $148 500 904 | 2 730 800 | 0,40% | Opcja kupna |
| Legal & General Group Plc | $142 492 352 | 2 620 308 | 0,38% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $134 554 718 | 2 474 342 | 0,36% | Akcje |
| JANE STREET GROUP, LLC | $117 629 378 | 2 163 100 | 0,32% | Opcja sprzedaży |
| CITADEL ADVISORS LLC | $112 867 050 | 2 075 525 | 0,30% | Akcje |
| DEUTSCHE BANK AG\ | $104 475 618 | 1 921 214 | 0,28% | Akcje |
| Assenagon Asset Management S.A. | $102 984 300 | 1 893 790 | 0,28% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $102 830 840 | 1 890 968 | 0,28% | Akcje |
Insiderzy spółki 25 insiderów · 6 dyrektorzy generalni · 6 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| David Baszucki | President & CEO | 20 sierpnia 2026 S | 799 646 | 0 | 33 | $-43 524 030 |
| Naveen K. Chopra | Chief Financial Officer | 20 sierpnia 2026 S | 363 249 | 0 | 12 | $-4 061 314 |
| Mark Reinstra | Chief Legal Off. & Corp. Sec. | 8 września 2026 S | 392 291 | 0 | 28 | $-13 052 002 |
| Amy Marie Rawlings | Chief Accounting Officer | 25 sierpnia 2026 S | 68 508 | 0 | 13 | $-778 801 |
| Sean Jack Buckley | Chief People & Systems Officer | 24 sierpnia 2026 S | 87 213 | 0 | 6 | $-856 447 |
| Matthew D Kaufman | Chief Safety Officer | 20 sierpnia 2026 S | 335 060 | 0 | 20 | $-8 399 845 |
| Gregory Baszucki | Dyrektor | 1 października 2026 S | 1 252 836 | 0 | 40 | $-6 616 624 |
| Andrea L Wong | Dyrektor | 31 sierpnia 2026 S | 45 265 | 0 | 2 | $-60 228 |
| Gina Mastantuono | Dyrektor | 20 sierpnia 2026 J | 18 261 | 2 | 2 | $161 |
| Jason Kilar | Dyrektor | 20 sierpnia 2026 J | 18 927 | 0 | 0 | $0 |
| Anthony P Lee | Dyrektor | 10 sierpnia 2026 G | 306 768 | 0 | 33 | $-18 271 166 |
| Hodong Nam | Posiadacz 10% | 1 maja 2024 G | 4 222 851 | 0 | 0 | $0 |
| Han Kim | Posiadacz 10% | 27 listopada 2023 S | 3 284 862 | 0 | 0 | $0 |
| Altos Ventures Management Inc. | Posiadacz 10% | 11 sierpnia 2023 J | 0 | 0 | 0 | $0 |
| Altos Ventures IV Reserve Fund, L.P. | Posiadacz 10% | 19 listopada 2021 S | 613 286 | 0 | 0 | $0 |
| Christopher Carvalho | · | 28 maja 2026 A | 1 112 098 | 0 | 0 | $0 |
| Dennis M Durkin | · | 28 maja 2026 A | 8 709 | 0 | 0 | $0 |
| Arvind Chakravarthy | · | 20 lutego 2026 S | 177 589 | 0 | 12 | $-9 950 539 |
| Manuel Bronstein | · | 20 sierpnia 2025 S | 443 222 | 0 | 0 | $0 |
| Michael Guthrie | · | 5 czerwca 2025 M | 492 266 | 0 | 0 | $0 |
| Daniel Sturman | · | 20 maja 2024 J | 469 320 | 0 | 0 | $0 |
| Barbara Messing | · | 21 listopada 2023 S | 234 241 | 0 | 0 | $0 |
| Craig Donato | · | 24 maja 2023 S | 1 227 229 | 0 | 0 | $0 |
| Deepika Gupta | · | 23 maja 2022 S | 21 443 | 0 | 0 | $0 |
| Brett Tolley | · | 22 lutego 2022 S | 7 654 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 69 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| ARKK · ARK ETF Trust | 2,39% | 3 737 558 NS | 31 lipca 2026 | N-PORT |
| ARKW · ARK ETF Trust | 2,29% | 1 035 245 NS | 31 lipca 2026 | N-PORT |
| ODDS · Pacer Funds Trust | 2,16% | 2 444 NS | 31 lipca 2026 | N-PORT |
| ARKF · ARK ETF Trust | 2,13% | 420 212 NS | 31 lipca 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 1,95% | 2 139 490 SH | 19 sierpnia 2026 | Dziennie |
| GGME · Invesco Exchange-Traded Fund Trust | 1,78% | 18 171 SH | 5 października 2026 | Dziennie |
| ABOT · Abacus FCF ETF Trust | 1,63% | 1 850 NS | 31 lipca 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 1,30% | 631 667 NS | 31 lipca 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 0,94% | 2 583 NS | 31 lipca 2026 | N-PORT |
| IWP · iShares Trust | 0,84% | 3 580 341 SH | 11 września 2026 | Dziennie |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,79% | 95 495 SH | 5 października 2026 | Dziennie |
| VOT · VANGUARD INDEX FUNDS | 0,76% | 4 887 914 SH | 19 sierpnia 2026 | Dziennie |
| WEBL · Direxion Shares ETF Trust | 0,61% | 16 063 NS | 31 lipca 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,58% | 40 556 NS | 31 lipca 2026 | N-PORT |
| IYC · iShares Trust | 0,49% | 127 205 SH | 11 września 2026 | Dziennie |
| NULG · Nushares ETF Trust | 0,41% | 307 747 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,41% | 7 707 050 SH | 19 sierpnia 2026 | Dziennie |
| IMCG · iShares Trust | 0,40% | 356 185 SH | 11 września 2026 | Dziennie |
| VO · VANGUARD INDEX FUNDS | 0,33% | 13 826 590 SH | 19 sierpnia 2026 | Dziennie |
| FFLG · FIDELITY COVINGTON TRUST | 0,31% | 51 552 NS | 31 lipca 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,24% | 100 852 SH | 11 września 2026 | Dziennie |
| NULV · Nushares ETF Trust | 0,23% | 140 884 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,21% | 2 605 215 SH | 11 września 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,21% | 127 050 SH | 5 października 2026 | Dziennie |
| IMCB · iShares Trust | 0,20% | 75 517 SH | 11 września 2026 | Dziennie |
| SIZE · iShares Trust | 0,19% | 18 231 SH | 11 września 2026 | Dziennie |
| FBCG · FIDELITY COVINGTON TRUST | 0,15% | 285 326 NS | 31 lipca 2026 | N-PORT |
| IGM · iShares Trust | 0,14% | 318 616 SH | 11 września 2026 | Dziennie |
| VUG · VANGUARD INDEX FUNDS | 0,11% | 8 013 986 SH | 19 sierpnia 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,10% | 999 953 SH | 19 sierpnia 2026 | Dziennie |
| ILCG · iShares Trust | 0,09% | 62 425 SH | 11 września 2026 | Dziennie |
| IWF · iShares Trust | 0,09% | 2 386 830 SH | 11 września 2026 | Dziennie |
| IETC · iShares U.S. ETF Trust | 0,08% | 12 924 SH | 11 września 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,07% | 3 734 NS | 31 lipca 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0,07% | 633 483 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 11 117 SH | 5 października 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,06% | 143 591 SH | 19 sierpnia 2026 | Dziennie |
| WRND · New York Life Investments ETF Trust | 0,06% | 174 NS | 31 lipca 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,05% | 16 NS | 31 lipca 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,05% | 745 152 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,05% | 20 260 796 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,05% | 105 039 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,05% | 53 485 SH | 19 sierpnia 2026 | Dziennie |
| ILCB · iShares Trust | 0,04% | 12 469 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,04% | 29 008 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,04% | 873 843 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,04% | 438 710 SH | 11 września 2026 | Dziennie |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,04% | 97 169 SH | 5 października 2026 | Dziennie |
| IWV · iShares Trust | 0,04% | 174 621 SH | 11 września 2026 | Dziennie |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 88 745 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 10 886 NS | 31 lipca 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,03% | 52 215 NS | 31 lipca 2026 | N-PORT |
| CRBN · iShares Trust | 0,03% | 8 454 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 529 989 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,03% | 2 412 NS | 31 lipca 2026 | N-PORT |
| TOK · iShares Trust | 0,03% | 1 558 SH | 11 września 2026 | Dziennie |
| URTH · iShares, Inc. | 0,03% | 53 279 SH | 11 września 2026 | Dziennie |
| ACWI · iShares Trust | 0,03% | 193 855 SH | 11 września 2026 | Dziennie |
| VOXP · Advisors Series Trust | 0,03% | 42 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,02% | 137 808 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,02% | 12 324 NS | 31 lipca 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,02% | 12 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 47 038 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 6 974 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 8 168 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 8 978 SH | 5 października 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,00% | 30 323 NS | 31 lipca 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0,00% | 100 000 SH | 9 września 2026 | Dziennie |
| LSEQ · Harbor ETF Trust | -1,11% | -4 787 NS | 31 lipca 2026 | N-PORT |
RBLX Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
34 analityków · 2026-10-05Średnia cel $48.97 +7,5%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| RBLX | $57.40B | -52.6 | 35.8% | -21.8% | -345.8% | · |
| TTWO | $36.62B | -121.9 | 18.2% | -4.5% | -8.6% | 57.2% |
| FIRY | · | · | · | · | · | · |
| MRDN | · | · | 21.0% | · | · | · |
| MYPS | · | · | · | · | · | · |
| MSGM | · | 2.2 | 30.0% | 61.3% | 190.5% | 81.5% |
| SNAL | · | -2.1 | -3.8% | · | · | · |
| VS | $6M | -3.3 | 3711.3% | -82.1% | -16.6% | 99.2% |
| EA | · | 58.1 | 0.91% | · | · | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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