Q4 Earnings Beat: Roblox delivered blockbuster Q4 results, with bookings soaring 63% year-over-year to $2.2 billion and daily active users climbing 69% to 144 million. Social media discussions emphasize the platform's explosive engagement growth, up 88% in hours spent, dispelling fears over new safety features.
Stock Reaction: Shares surged more than 20% in after-hours trading following the announcement, reflecting investor enthusiasm for the company's maturing ecosystem. Commentators highlighted Roblox's shift toward older demographics and brand partnerships, alongside robust creator earnings averaging $1.3 million for top developers.
Future Outlook: Strong 2026 guidance projecting 22-26% bookings growth further bolstered confidence in Roblox's flywheel of AI-driven innovation and global expansion. While profitability remains pressured by infrastructure investments, the narrative centers on long-term dominance in digital entertainment.
Note: This discussion summary was generated from an AI condensation of post data.
Roblox Insider Trading Activity
Roblox insiders have traded $RBLX stock on the open market 136 times in the past 6 months. Of those trades, 0 have been purchases and 136 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 16 sales selling 71,075 shares for an estimated $8,100,095.
- 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 Revenue
Roblox had revenues of $1.4B in Q4 2025. This is an increase of 43.19% from the same period in the prior year.
You can track RBLX financials on Quiver Quantitative's RBLX stock page.
Roblox 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 Hedge Fund Activity
We have seen 518 institutional investors add shares of Roblox stock to their portfolio, and 496 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
- CAPITAL INTERNATIONAL INVESTORS added 2,184,439 shares (+7.3%) to their portfolio in Q4 2025, for an estimated $177,005,092
- TWO SIGMA ADVISERS, LP removed 2,141,700 shares (-42.5%) from their portfolio in Q3 2025, for an estimated $296,668,284
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Roblox Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 02/09/2026
- 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
- Goldman Sachs issued a "Buy" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/31/2025
To track analyst ratings and price targets for Roblox, check out Quiver Quantitative's $RBLX forecast page.
Roblox Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 21 analysts offer price targets for $RBLX in the last 6 months, with a median target of $119.0.
Here are some recent targets:
- Eric Sheridan from Goldman Sachs set a target price of $140.0 on 02/09/2026
- Jason Bazinet from Citigroup set a target price of $119.0 on 02/09/2026
- Eric Handler from Roth Capital set a target price of $84.0 on 02/09/2026
- Ross Sandler from Barclays set a target price of $115.0 on 02/09/2026
- Martin Yang from Oppenheimer set a target price of $130.0 on 02/06/2026
- Thomas Champion from Piper Sandler set a target price of $100.0 on 02/06/2026
- Bernie McTernan from Needham set a target price of $105.0 on 02/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
