RBLX is trading at $59.89, down 4.4% following a service ban in Indonesia, the company's largest market by daily active users (DAUs).

  • Raymond James estimates the ban affects 7.3 million DAUs—approximately 5% of the total user base—with a projected annual bookings loss of roughly $36 million.
  • The decline extends a downtrend that began in late 2025, compounding existing investor concerns regarding margin pressure and slowing growth visibility into 2026.
  • This regulatory headwind follows a period of high performance for the platform, which reported 70% bookings growth as recently as Q3 2025.