Roblox Corp (RBLX) is Gaining Market Share. Here’s Why

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, successful the 3rd 4th of 2025, which accrued astir 3%.  In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks specified arsenic Roblox Corporation (NYSE:RBLX). Roblox Corporation (NYSE:RBLX) is an immersive level for transportation and communication. The one-month instrumentality of Roblox Corporation (NYSE:RBLX) was -7.04%, and its shares gained 44.70% of their worth implicit the past 52 weeks. On December 17, 2025, Roblox Corporation (NYSE:RBLX) banal closed astatine $85.91 per share, with a marketplace capitalization of $59.81 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Roblox Corporation (NYSE:RBLX) successful its 3rd 4th 2025 capitalist letter:

"Roblox Corporation's (NYSE:RBLX) two-sided gaming level continues to summation share, with stronger engagement and operating leverage driven by improved hunt algorithms and caller deed titles. Third-party information suggests bookings are accelerating contempt tougher comparisons."

Roblox Corporation (NYSE:RBLX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 90 hedge money portfolios held Roblox Corporation (NYSE:RBLX) astatine the extremity of the 3rd quarter, which was 75 successful the erstwhile quarter. In Q3 2025, Roblox Corporation’s (NYSE:RBLX) revenue grew 48% year-on-year to $1.36 billion. While we admit the imaginable of Roblox Corporation (NYSE:RBLX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Roblox Corporation (NYSE:RBLX) and shared the database of champion precocious maturation stocks to buy. In Q3 2025, Sands Capital Select Growth Strategy benefitted from Roblox Corporation's (NYSE:RBLX) beardown growth. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

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