Unusual Options Activity: Roblox (RBLX)

Gaming and media company Roblox (RBLX) is up 33% over the past year, just slightly underperforming the overall market. One trader sees shares trending higher over the coming weeks.

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  • That’s based on the November 29 $48 calls. With 29 days until expiration, 11,506 contracts traded compared to a prior open interest of 129, for an 89-fold rise in volume on the trade. The buyer of the calls paid $1.10 to make the bullish bet.

    Roblox shares recently traded for about $42.50. They’d need to rally about $5.50, or 13%, for the option to move in-the-money. Shares have been in an uptrend since May, but recently pulled back from their 52-week high of $48.43.

    Although Roblox generated over $3 billion in revenues last year, a 31% increase, the company ended up losing $1 billion. That makes shares look expensive by conventional valuations, even if Roblox is a leader in online gaming today.

    Action to take: The fundamentals aren’t telling a strong story yet. But the technical indicators point to a continued rally ahead for shares over the next few months. Today’s buyers could see low double-digit returns into the end of the year.

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  • For traders, a potential move higher could lead to high double-digit returns on the November 29 $48 calls. Traders may want to take a quick profit if shares get back to the $48 area, as the prior 52-week high will likely serve as a resistance point to the uptrend.

     

    Disclosure: The author of this article has no position in the company mentioned here, but may trade after the next 72 hours. The author receives no compensation from any company mentioned in this article.