TL;DR: Roblox faced a $12 billion market cap loss after banning YouTuber Schlep, who exposes child predators on its platform. The ban sparked community outrage, a petition against CEO David Baszucki, ...

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Roblox’s stock already reflects reflect the near-term headwinds, one analyst said. The company’s EBITDA margins are unlikely to expand for a year from now, another analyst added. Get access to the ...