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Roblox Stock is a Metaverse Pioneer With Growth Funding
Roblox Stock is a Metaverse Pioneer With Growth Funding
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
The general knock against Roblox (NYSE:RBLX) stock is that all of its steam has dissipated as we move out of the pandemic and any associated lockdowns. Detractors argue that gaming and metaverse plays like Roblox became overhyped as they garnered high levels of engagement due to lockdowns. Now comes the hangover. They argue caution. But I'd argue that Roblox is an excellent opportunity now. It is a strong company in a fledgling industry with massive, if slowed, growth ahead.
Ticker Company Price RBLX Roblox Corporation $42.12Overblown Fears
Roblox has faltered since late 2021 due to multiple factors. One, the pandemic is perceived to be over. Now that Covid-19 is endemic, we have collectively decided to move forward in life. No more lockdowns mean less hype for a metaverse dependent upon people being indoors.
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Second, Roblox is a growth stock. Growth stocks had their heyday in the midst of the pandemic as easy money policies were at their peak. It isn't mere coincidence that RBLX stock suffered an inflection point in Mid-November when inflation concerns really began to take hold in the markets.
But these fears are overblown. Yes, Roblox saw quarters last year when revenue grew at a pace well above 100%. And in the most recent quarter reported in May, Roblox revenues grew a relatively slow 39%.
Growth Ahead
But investors have to remember that the metaverse is expected to grow roughly at that same 39% rate through 2030. The point here is that one could easily make the argument that Roblox remains in the midst of tremendous growth post-pandemic.
And that has some investors believing that Roblox is simply a steal at the present. The argument is that the 50.4 million daily average users in May, along with revenue that is expected to increase by 30% year-over-year, are signs too strong to ignore.
I agree with that notion, here's why.
Sustainable Growth
Roblox represents sustainable growth. What I mean here is that growth companies are going to continue to see funding drying up as rates continue to rise. Investors can't be as risky when the cost of capital is higher because they have to pay back more money.
That's a big problem for growth companies that often rely on outside investors. But Roblox has generated positive cash flow for each of the past five quarters. In other words, it can self-direct its own growth where most other growth companies can't.
In low-interest rate environments, those types of growth stocks look equivalent to Roblox. But it has become evident that they aren't the same. And that's a big part of the reason that Roblox is one that can be considered a strong growth stock currently.
On the date of publication, Alex Sirois did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
The post Roblox Stock is a Metaverse Pioneer With Growth Funding appeared first on InvestorPlace.
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市場新聞、股票建議和交易提示
The general knock against Roblox (NYSE:RBLX) stock is that all of its steam has dissipated as we move out of the pandemic and any associated lockdowns. Detractors argue that gaming and metaverse plays like Roblox became overhyped as they garnered high levels of engagement due to lockdowns. Now comes the hangover. They argue caution. But I'd argue that Roblox is an excellent opportunity now. It is a strong company in a fledgling industry with massive, if slowed, growth ahead.
將軍猛烈抨擊羅布克斯(紐約證券交易所:RBLX)庫存是,隨着我們離開大流行和任何相關的封鎖,它的所有動力都已經消散。批評者認為,像Roblox這樣的遊戲和元宇宙遊戲被過分炒作了,因為它們由於封鎖而獲得了高水平的參與度。現在,宿醉來了。他們辯稱要謹慎行事。但我認為,Roblox現在是一個絕佳的機會。在一個羽翼未豐的行業中,它是一家實力雄厚的公司,未來將出現巨大的增長,儘管增長速度有所放緩。
Overblown Fears
過度的恐懼
Roblox has faltered since late 2021 due to multiple factors. One, the pandemic is perceived to be over. Now that Covid-19 is endemic, we have collectively decided to move forward in life. No more lockdowns mean less hype for a metaverse dependent upon people being indoors.
由於多種因素,Roblox自2021年末以來一直步履蹣跚。首先,大流行被認為已經結束。現在新冠肺炎是地方病,我們集體決定要向前看。不再有封鎖意味着對元宇宙依賴於人們呆在室內的炒作減少了。
- 7 Cheap Stocks That Are Trading at a Discount
- 折價交易的7只廉價股票
Second, Roblox is a growth stock. Growth stocks had their heyday in the midst of the pandemic as easy money policies were at their peak. It isn't mere coincidence that RBLX stock suffered an inflection point in Mid-November when inflation concerns really began to take hold in the markets.
其次,Roblox是一隻成長型股票。隨着寬鬆貨幣政策達到頂峯,成長型股票在大流行期間達到了鼎盛時期。RBLX的股票在11月中旬遭遇拐點並非巧合,當時市場上對通脹的擔憂真正開始深入人心。
But these fears are overblown. Yes, Roblox saw quarters last year when revenue grew at a pace well above 100%. And in the most recent quarter reported in May, Roblox revenues grew a relatively slow 39%.
但這些擔憂被誇大了。沒錯,Roblox去年幾個季度的營收增速遠超100%。在5月份公佈的最近一個季度,Roblox的收入增長相對較慢,為39%。
Growth Ahead
未來的增長
But investors have to remember that the metaverse is expected to grow roughly at that same 39% rate through 2030. The point here is that one could easily make the argument that Roblox remains in the midst of tremendous growth post-pandemic.
但投資者必須記住,到2030年,元宇宙預計將以大致相同的39%的速度增長。這裏的重點是,人們很容易提出這樣的論點,即Roblox在大流行後仍處於巨大增長之中。
And that has some investors believing that Roblox is simply a steal at the present. The argument is that the 50.4 million daily average users in May, along with revenue that is expected to increase by 30% year-over-year, are signs too strong to ignore.
這讓一些投資者認為,Roblox目前只是一筆便宜貨。理由是,5月份5,040萬的日均用户,以及預計將同比增長30%的收入,都是太強的跡象,不容忽視。
I agree with that notion, here's why.
我同意這一觀點,原因如下。
Sustainable Growth
可持續增長
Roblox represents sustainable growth. What I mean here is that growth companies are going to continue to see funding drying up as rates continue to rise. Investors can't be as risky when the cost of capital is higher because they have to pay back more money.
Roblox代表可持續增長。我在這裏的意思是,隨着利率繼續上升,成長型公司將繼續看到資金枯竭。當資金成本更高時,投資者就不會有那麼大的風險,因為他們必須償還更多的錢。
That's a big problem for growth companies that often rely on outside investors. But Roblox has generated positive cash flow for each of the past five quarters. In other words, it can self-direct its own growth where most other growth companies can't.
對於經常依賴外部投資者的成長型公司來説,這是一個大問題。但Roblox在過去五個季度的每一個季度都產生了正現金流。換句話説,它可以自我引導自己的增長,而大多數成長型公司做不到這一點。
In low-interest rate environments, those types of growth stocks look equivalent to Roblox. But it has become evident that they aren't the same. And that's a big part of the reason that Roblox is one that can be considered a strong growth stock currently.
在低利率環境下,這些類型的成長型股票看起來相當於Roblox。但很明顯,它們並不是一回事。這就是為什麼Roblox目前可以被認為是一隻強勁增長的股票的很大一部分原因。
On the date of publication, Alex Sirois did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
截至發稿之日,Alex Sirois並未(直接或間接)持有本文所述證券的任何頭寸。本文表達的觀點是作者的觀點,以InvestorPlace.com為準出版指南.
The post Roblox Stock is a Metaverse Pioneer With Growth Funding appeared first on InvestorPlace.
帖子Roblox股票是元宇宙的先驅,增長型融資最先出現在InvestorPlace上。
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在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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