Roblox ($RBLX) has been one of 2025’s breakout winners. The stock has surged nearly 130% year-to-date and more than 200% over the past year, ...

Roblox on Friday announced it is building a generative AI model to allow creators to more easily build 3D objects and scenes.

The subscription model is likely to boost growth through a stream of recurring revenue.Roblox is also looking at brands with whom it can create marketing partnerships.

"The model is unlike any we've encountered," Stifel said of Roblox, pointing to the social and content aspects of its online gaming platform.

With the number of users growing rapidly, investors are pleased. Roblox has built an asset-lite business model with strong free cash flow. At the same time, the shares are trading near their ...