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NET vs RBLX
Which Stock Would AI Choose? Cloudflare (NET) vs. Roblox (RBLX) Stock Comparison
Key Takeaways
- Cloudflare (NET) has delivered stronger year-to-date performance at +7.71% compared to Roblox (RBLX)'s -29.01%.
- NET reported robust Q4 2025 revenue growth of 34% year-over-year to $614.5 million, bolstering its market position in cloud security.
- RBLX anticipates Q1 2026 revenue of around $1.73 billion, up 43% year-over-year, amid ongoing user engagement expansions.
- Both stocks exhibit volatility in recent weeks, with analyst price targets suggesting upside: $231.85 for NET and $101.34 for RBLX.
- Market caps stand at approximately $74.7 billion for NET versus $41.2 billion for RBLX, reflecting differing scales in the tech growth space.
- Insider selling has occurred at both firms recently, signaling caution amid competitive pressures in cybersecurity and gaming sectors.
Introduction
Cloudflare (NET) and Roblox (RBLX) represent dynamic players in the technology landscape, with NET focusing on cloud infrastructure and cybersecurity, and RBLX pioneering immersive gaming and metaverse experiences. This stock comparison is particularly relevant for growth-oriented traders and investors navigating the volatile tech sector, where recent market shifts have highlighted contrasts in momentum, revenue trajectories, and sector-specific catalysts. By examining recent performance, business drivers, and market sentiment, readers can better assess relative positioning in today's environment of AI-driven innovation and economic uncertainty.
NET Overview and Recent Performance
Cloudflare (NET) delivers a global cloud platform encompassing web security, content delivery, and edge computing services, serving enterprises seeking scalable infrastructure. In recent market activity, the stock has traded around $212, within a 52-week range of $117 to $260, reflecting resilience amid broader tech fluctuations. Strong Q4 2025 results, with revenue surging 34% year-over-year to $614.5 million, have supported positive sentiment, driven by enterprise expansions and AI-related tools. However, recent weeks have seen mixed sessions—outperforming the S&P 500 on up days but steeper declines on downturns—alongside notable insider sales totaling $29 million, tempering enthusiasm ahead of May earnings. Analyst upgrades, such as Piper Sandler's Overweight rating, underscore growth potential in cybersecurity demand.
RBLX Overview and Recent Performance
Roblox (RBLX) operates an immersive platform for user-generated gaming content, fostering a metaverse ecosystem with millions of daily active users. The stock has hovered near $57.50 lately, in a 52-week span from $51 to $150, indicative of heightened volatility. Recent performance shows a 1-month gain of about 11% but sharper 3-month and YTD declines, pressured by market concerns over monetization and safety features. Anticipated Q1 2026 earnings on April 30 project 43% revenue growth to $1.73 billion, bolstered by initiatives like Roblox Plus subscriptions, yet persistent losses and $49 million in insider sales have influenced cautious sentiment. Adjustments in analyst targets, including Wedbush's trim to $90, reflect balanced views on user engagement trends.
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Head-to-Head Comparison
Cloudflare (NET) and Roblox (RBLX) diverge in business models: NET's B2B cloud security emphasizes recurring enterprise contracts, while RBLX's consumer-facing gaming relies on user-generated content and ad/subscription monetization. Growth drivers include NET's AI infrastructure expansions versus RBLX's daily active user metrics and metaverse developments. Recent momentum favors NET with positive YTD returns and outperformance streaks, contrasting RBLX's steeper declines amid engagement concerns. Risk factors highlight NET's competitive cybersecurity landscape and RBLX's sensitivity to economic slowdowns impacting discretionary spending. Both share tech sector exposure but differ in stability—NET via infrastructure moats, RBLX through viral network effects. Market sentiment reflects optimism for NET's catalysts like partnerships, tempered by insider activity, while RBLX anticipates earnings-driven shifts.
Tickeron AI Verdict
Tickeron’s AI currently leans toward Cloudflare (NET) based on superior trend consistency, YTD gains, and robust recent revenue acceleration amid cybersecurity tailwinds. RBLX offers higher potential upside from its lower base and user growth levers, but greater volatility positions NET as the more stable choice in the near term for trend-following strategies.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NET is a Hold and RBLX is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NET’s FA Score shows that 0 FA rating(s) are green whileRBLX’s FA Score has 0 green FA rating(s).
- NET’s FA Score: 0 green, 5 red.
- RBLX’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NET’s TA Score shows that 6 TA indicator(s) are bullish while RBLX’s TA Score has 5 bullish TA indicator(s).
- NET’s TA Score: 6 bullish, 5 bearish.
- RBLX’s TA Score: 5 bullish, 3 bearish.
Price Growth
NET (@Computer Communications) experienced а -8.65% price change this week, while RBLX (@Electronics/Appliances) price change was +3.56% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.12%. For the same industry, the average monthly price growth was +2.86%, and the average quarterly price growth was +21.28%.
The average weekly price growth across all stocks in the @Electronics/Appliances industry was +0.41%. For the same industry, the average monthly price growth was -1.21%, and the average quarterly price growth was -2.66%.
Reported Earning Dates
NET is expected to report earnings on Jul 30, 2026.
RBLX is expected to report earnings on Aug 12, 2026.
Industries' Descriptions
@Computer Communications (-1.12% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Electronics/Appliances (+0.41% weekly)TVs, telephones, washing machines, home speakers and even home-office equipment like computers and printers…the list is virtually endless when it comes to consumer electronics and appliances. And, with ‘smarthomes’ increasingly becoming the reality, we could see a sharp surge in high-tech gadgets (including robotic appliances) making their way into our homes– and therefore spelling plenty opportunities in the related industries. Consumers account for 70% of US GDP, and their purchases of high-functioning electronics could make significant dents in the economy’s health. Sony Corp., Whirlpool and iRobot are some of the major consumer electronics/appliances makers.
| NET | RBLX | NET / RBLX | |
| Capitalization | 81.1B | 31B | 262% |
| EBITDA | 138M | -827.17M | -17% |
| Gain YTD | 15.891 | -46.551 | -34% |
| P/E Ratio | N/A | N/A | - |
| Revenue | 2.33B | 5.3B | 44% |
| Total Cash | 4.16B | 3.2B | 130% |
| Total Debt | 3.53B | 1.79B | 197% |
NET | ||
|---|---|---|
OUTLOOK RATING 1..100 | 91 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 52 | |
SMR RATING 1..100 | 94 | |
PRICE GROWTH RATING 1..100 | 43 | |
P/E GROWTH RATING 1..100 | 100 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| NET | RBLX | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 74% | 4 days ago 79% |
| Stochastic ODDS (%) | 4 days ago 90% | 4 days ago 84% |
| Momentum ODDS (%) | 4 days ago 78% | 4 days ago 79% |
| MACD ODDS (%) | 4 days ago 76% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 77% | 4 days ago 84% |
| TrendMonth ODDS (%) | 4 days ago 82% | 4 days ago 83% |
| Advances ODDS (%) | 4 days ago 84% | 7 days ago 82% |
| Declines ODDS (%) | 6 days ago 77% | 11 days ago 82% |
| BollingerBands ODDS (%) | 4 days ago 66% | 4 days ago 89% |
| Aroon ODDS (%) | 4 days ago 76% | 4 days ago 90% |
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NET and
Correlation & Price change
A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To NET | 1D Price Change % | ||
|---|---|---|---|---|
| NET | 100% | +0.46% | ||
| COIN - NET | 66% Closely correlated | -0.41% | ||
| CLSK - NET | 64% Loosely correlated | +1.92% | ||
| AFRM - NET | 62% Loosely correlated | -0.48% | ||
| SNOW - NET | 62% Loosely correlated | -3.17% | ||
| HUBS - NET | 59% Loosely correlated | +0.83% | ||
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