US · Communication Services · Electronic Gaming & Multimedia
EPS came in at -0.32 against a street estimate of -0.41 — a beat of 22.0%.
Analysts rate Roblox Corp a buy (17 buy, 15 hold, 3 sell out of 35) with an average price target of $49.33.
MIXED Roblox delivered strong user, engagement, retention and AI-creation momentum, but monetization remained pressured and Q4 bookings guidance calls for a 10%-15% year-over-year decline. Q3 FY26 International daily penetration remains below 2%, leaving substantial expansion runway, according to management. Analysts focused on retention versus monetization, Q4 bookings assumptions, AI creation milestones, Universal Player execution, competitive threats and age-check effects. Management emphasized strong engagement trends, prudent guidance, accelerating AI adoption and Roblox’s distribution, safety and social advantages. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 11.14% |
| BlackRock Inc | 5.36% |
| Vanguard Portfolio Management, LLC | 4.42% |
| Vanguard Capital Management, LLC | 4.08% |
| Capital World Investors | 3.17% |
| Morgan Stanley - Brokerage Accounts | 3.04% |
| Baillie Gifford & Co Limited. | 2.95% |
| IEQ CAPITAL, LLC | 2.32% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,572 million, up from $1,360 million in the third quarter of 2025. • Nine-month 2026 revenue was | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1.6 billion, up 16% year-over-year. • Bookings were $1.7 billion, down 12% year-over-year but above the high | 2026-10-29 |
| Quarterly report · Q2 2026 ROBLOX CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $1,469 million | Q2 2025: $1,081 million (+36% YoY) • Revenue (H1 20 | 2026-07-30 |
| Results announced · Q3 2026 ROBLOX Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1.5 billion, up 36% year-over-year • Bookings: Growth of 8% year-over-year (at low end | 2026-07-30 |
| Shareholder vote results · Q2 2026 ROBLOX CORPORATION (RBLX) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 with 92.6% voting power present (549.98 million Cla | 2026-05-29 |
| Company announcement · Q2 2026 ROBLOX CORPORATION (RBLX) - FORM 8-K SUMMARY HEADLINE NUMBERS • Share Repurchase Program Authorization: $3 billion for Class A common stock • Announ | 2026-05-19 |
| Quarterly report · Q1 2026 ROBLOX CORPORATION Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,442 million (Q1 2026) vs $1,035 million (Q1 2025) — 39% increase year-over-ye | 2026-04-30 |
| Results announced · Q2 2026 Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1.4 billion, up 39% year-over-year • Bookings: $1.7 billion, up 43% year-over-year • Operating | 2026-04-30 |
Readable in the app.
| Announcement | Date |
|---|---|
| Inaugural $3 billion share repurchase program authorized by board Roblox announced its first-ever share repurchase program on May 19, 2026. The Board authorized the company to buy back up to $3 billion of its common stock, with a target of repurchasing $1 | 2026-05-19 |
| Q1 2026 results with lowered 2026 growth expectations due to safety initiatives Roblox reported strong Q1 2026 financial results with revenue growing 39% year-over-year to $1.4 billion and bookings up 43% to $1.7 billion. Daily active users (DAUs) reached 132 million, u | 2026-04-30 |
| FY2025 results exceed annual guidance and long-term targets Roblox released strong 2025 results that exceeded guidance and long-term targets. Revenue grew 36% year-over-year to $4.9 billion, while bookings surged 55% to $6.8 billion. The company adde | 2026-02-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.