US · Communication Services · Electronic Gaming & Multimedia
EPS came in at -0.26 against a street estimate of -0.33 — a beat of 21.2%.
Analysts rate Roblox Corp a buy (21 buy, 14 hold, 0 sell out of 35) with an average price target of $47.47.
MIXED Q2 revenue grew 36% YoY to $1.5B, but bookings +8% missed internal goals due to algorithm shift prioritizing retention over monetization. Launching Build, Moments, and 18+ content to drive long-term growth. Q2 2026 International markets (Japan +67% DAU, India +64%) driving growth. Russia unblocking provides Q3 tailwind. U.S. remains core focus with 75% age-check penetration under-18. Analysts pressed on timing of monetization recovery (management deferred; too many variables), cost structure outlook (50% margin pressure from AI infra; expects leverage later), and FY26 guardrails (declined; withheld Q4/full-year). Street skeptical of retention thesis payoff timeline. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 6.53% |
| BlackRock Inc | 5.47% |
| Vanguard Portfolio Management, LLC | 4.28% |
| Vanguard Capital Management, LLC | 4.00% |
| Morgan Stanley - Brokerage Accounts | 3.23% |
| Capital World Investors | 3.18% |
| Baillie Gifford & Co Limited. | 2.96% |
| T. Rowe Price Associates, Inc. | 2.68% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 ROBLOX CORPORATION - PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION • David Baszucki (CEO) 2025 total compensation: $0 in cash salary; 100% equity-b | 2026-04-16 |
| Annual report FY2025 ROBLOX CORPORATION - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Public company: Roblox Corporation (NYSE: RBLX), incorporated in Nevada • | 2026-02-11 |
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 |
| Q3 2025 results with raised guidance for remainder of 2025 Roblox reported exceptional Q3 2025 results with strong growth across all key metrics. Daily active users (DAUs) reached 151.5 million, up 70% year-over-year, while hours engaged hit 39.6 bi | 2025-10-30 |
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Google PlayApp StoreData updated 2026-09-18.