Roblox Corporation (RBLX) Stock Rises on Q4 2025 Earnings

Roblox Corporation ($RBLX) reported fourth-quarter 2025 total revenue of $1.42 billion, up 43.2% year-over-year.

Gross profit: $293.5 million (+10.3% YoY)

Operating loss: -$358.6 million (improved 46.9% YoY)

Net loss attributable to common shareholders: -$316.0 million (improved 43.9% YoY)

Diluted loss per share: -$0.45 (improved 36.4% YoY)

Cash flow and balance sheet highlights:

Cash from operating activities: $607.0 million (+229.0% YoY)

Purchases of property, plant and equipment: -$298.4 million (+367.3% YoY)

Cash and cash equivalents: $1.21 billion (+69.4% YoY)

Total liabilities: $9.18 billion (+31.8% YoY)

Cost of sales: $1.12 billion (+55.3% YoY)

Results versus expectations and market reaction:

Revenue of $1.42 billion vs. estimate of $2.09 billion — missed expectations.

Diluted EPS of -$0.45 vs. estimate of -$0.49 — slightly better than expected.

Stock price change since market close: 23.73%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Roblox Corporation Insider Trading Activity

Roblox Corporation insiders have traded $RBLX stock on the open market 137 times in the past 6 months. Of those trades, 0 have been purchases and 137 have been sales.

Here’s a breakdown of recent trading of $RBLX stock by insiders over the last 6 months:

ANTHONY P LEE has made 0 purchases and 57 sales selling 271,000 shares for an estimated $30,652,802.
DAVID BASZUCKI (President & CEO) has made 0 purchases and 27 sales selling 221,673 shares for an estimated $20,009,734.
MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 17 sales selling 77,075 shares for an estimated $8,902,115.
ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 9 sales selling 41,464 shares for an estimated $4,410,647.
MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 10 sales selling 35,003 shares for an estimated $3,711,760.
MANUEL BRONSTEIN (Chief Product Officer) has made 0 purchases and 4 sales selling 22,420 shares for an estimated $2,739,035.
NAVEEN K. CHOPRA (Chief Financial Officer) has made 0 purchases and 5 sales selling 19,424 shares for an estimated $1,849,787.
AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 8 sales selling 9,209 shares for an estimated $1,024,649.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Roblox Corporation Hedge Fund Activity

We have seen 550 institutional investors add shares of Roblox Corporation stock to their portfolio, and 450 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 15,721,469 shares (+374.3%) to their portfolio in Q3 2025, for an estimated $2,177,737,885
BLACKROCK, INC. added 4,777,383 shares (+13.8%) to their portfolio in Q3 2025, for an estimated $661,763,093
FMR LLC removed 2,985,412 shares (-6.0%) from their portfolio in Q3 2025, for an estimated $413,539,270
TEMASEK HOLDINGS (PRIVATE) LTD removed 2,917,711 shares (-27.3%) from their portfolio in Q3 2025, for an estimated $404,161,327
NUVEEN, LLC added 2,185,942 shares (+112.7%) to their portfolio in Q3 2025, for an estimated $302,796,685
TWO SIGMA ADVISERS, LP removed 2,141,700 shares (-42.5%) from their portfolio in Q3 2025, for an estimated $296,668,284
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,925,658 shares (+69.7%) to their portfolio in Q3 2025, for an estimated $266,742,146

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Roblox Corporation Congressional Stock Trading

Members of Congress have traded $RBLX stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $RBLX stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 11/07 and 1 sale worth up to $15,000 on 12/24.
REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/16 and 1 sale worth up to $15,000 on 10/22.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Roblox Corporation Analyst Ratings

Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wedbush issued a "Outperform" rating on 01/30/2026
BTIG issued a "Buy" rating on 01/28/2026
Macquarie issued a "Outperform" rating on 11/04/2025
Needham issued a "Buy" rating on 10/31/2025
Wells Fargo issued a "Overweight" rating on 10/31/2025
Goldman Sachs issued a "Buy" rating on 10/31/2025
Raymond James issued a "Outperform" rating on 10/14/2025

To track analyst ratings and price targets for Roblox Corporation, check out Quiver Quantitative's $RBLX forecast page.

Roblox Corporation Price Targets

Multiple analysts have issued price targets for $RBLX recently. We have seen 19 analysts offer price targets for $RBLX in the last 6 months, with a median target of $141.0.

Here are some recent targets:

Jason Tilchen from Canaccord Genuity set a target price of $140.0 on 02/03/2026
Alicia Reese from Wedbush set a target price of $110.0 on 01/30/2026
Clark Lampen from BTIG set a target price of $141.0 on 01/28/2026
Matthew Cost from Morgan Stanley set a target price of $155.0 on 01/13/2026
Ken Gawrelski from Wells Fargo set a target price of $107.0 on 01/08/2026
Cory Carpenter from JP Morgan set a target price of $100.0 on 12/12/2025
James Heaney from Jefferies set a target price of $100.0 on 12/11/2025