Live Report · Updated February 6, 2026

Roblox vs Corning

Roblox Corporation and Corning Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, the environment in which they operate, and the factors shaping their competitive positions for readers seeking context. Educational content, not financial advice.

Roblox Corporation and Corning Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, the environm...

Comparison Snapshot

Key Financial Metrics

RBLX

Metric

GLW

$46.62B

Market Cap

$98.71B

100.67%

Potential Profit

-20.25%

Buy

Analyst Rating

Buy

Why It's Moving

Roblox Shares Surge on Stellar Q4 Earnings and Rosy 2026 Guidance

Q4 revenue hit $2.22B, smashing estimates by 7.3% and up 63% year-over-year, driven by explosive growth in user spending and engagement.
Earnings guidance shines bright: Q1 sales projected at $1.69B-$1.74B versus $1.677B expected, and full-year 2026 at $8.282B-$8.553B against $7.871B forecasts.
Analysts stay bullish post-earnings, with firms like Piper Sandler, Morgan Stanley, and Needham reiterating Overweight/Buy ratings despite trimmed targets.

Sentiment:

🐃Bullish

GLW Stock Warning: Why Analysts See -11% Downside Risk Amid Sky-High Valuation

Recent 26% monthly surge lifted P/E to 60x, far exceeding typical market levels below 19x, signaling potential correction as investors question sustainability.
Analyst upgrades like Argus to $110 and Mizuho to $120 reflect AI-driven optimism from Meta deal and data center expansions, yet high valuation tempers enthusiasm.
SVP Fang Li's sale of 9,797 shares on Feb 4 adds mild caution, even as 2025 results showcased sales growth plans adding up to $6.5B by 2026.

Sentiment:

🐻Bearish

Roblox Shares Surge on Stellar Q4 Earnings and Rosy 2026 Guidance

Q4 revenue hit $2.22B, smashing estimates by 7.3% and up 63% year-over-year, driven by explosive growth in user spending and engagement.
Earnings guidance shines bright: Q1 sales projected at $1.69B-$1.74B versus $1.677B expected, and full-year 2026 at $8.282B-$8.553B against $7.871B forecasts.
Analysts stay bullish post-earnings, with firms like Piper Sandler, Morgan Stanley, and Needham reiterating Overweight/Buy ratings despite trimmed targets.

Sentiment:

🐃Bullish

GLW Stock Warning: Why Analysts See -11% Downside Risk Amid Sky-High Valuation

Recent 26% monthly surge lifted P/E to 60x, far exceeding typical market levels below 19x, signaling potential correction as investors question sustainability.
Analyst upgrades like Argus to $110 and Mizuho to $120 reflect AI-driven optimism from Meta deal and data center expansions, yet high valuation tempers enthusiasm.
SVP Fang Li's sale of 9,797 shares on Feb 4 adds mild caution, even as 2025 results showcased sales growth plans adding up to $6.5B by 2026.

Sentiment:

🐻Bearish

Investment Analysis

Roblox

RBLX

Pros

Roblox has shown strong revenue growth, increasing 28.68% in 2024 to $3.6 billion with continued bookings exceeding guidance for four consecutive quarters.
The company has a strong market position in the metaverse and creator economy, driving significant user engagement and innovative platform expansion.
Roblox benefits from analyst optimism with an average price target suggesting upside potential of around 42%, combined with insider ownership aligning management with shareholder interests.

Considerations

Roblox remains unprofitable with a high negative return on equity of approximately -300% and net losses nearing $1 billion, raising concerns about sustained profitability.
The stock trades at very high valuation multiples, including a price-to-sales ratio over 20x and a steep price-to-book ratio near 249x, indicating market overvaluation risks.
The company has a high debt-to-equity ratio near 3.0, indicating heavy reliance on debt financing that might increase financial risk in volatile market conditions.

Corning

GLW

Pros

Corning has a diversified product portfolio with strong positions in specialty glass, optical communications, and display technologies, supporting steady revenue streams.
The company maintains a solid balance sheet with manageable debt levels and consistent free cash flow generation, underpinning financial stability.
Corning benefits from secular growth drivers such as increasing demand for advanced displays and expanded fibre optic infrastructure globally.

Considerations

Corning’s performance is cyclically sensitive to end markets like consumer electronics and telecommunications, which can introduce volatility in demand and revenue.
The company faces challenges from rising raw material costs and supply chain disruptions, which can pressure margins and operational efficiency.
Corning operates in highly competitive markets with technological innovation risk, requiring sustained R&D investment to maintain its competitive edge.

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