Video game company Roblox (RBLX) is scheduled to announce its results for the fourth quarter of 2025 on Thursday, February 5, 2026, and the options market is expecting a volatile reaction. Based on options pricing, traders are expecting a 15.66% move in either direction in RBLX stock following its Q4 2025 earnings. This implied move is higher than the stock’s average post-earnings move (in absolute terms) of 9.94% over the past three quarters.
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What to Watch in Roblox’s Earnings
1. User Engagement & Daily Active Users: User growth and engagement will be another major focus. Investors will closely watch Daily Active Users (DAUs) and total hours engaged to see if usage continues to rise at a steady pace. Analysts expect around 141 million DAUs worldwide, up sharply from last year, with strength across the U.S., Europe, and Asia-Pacific. Strong engagement supports future revenue, while weaker trends could raise growth concerns.
2. Bookings & Monetization Metrics: Beyond DAUs, bookings, which show total user spending on the platform, are expected to come in near $2.07 billion. Investors will look for growth in bookings per user and trends in average spend. Spending on Robux (Roblox’s in-game virtual currency), subscriptions, and ads will be closely watched to see if monetization keeps up with user growth. Progress in advertising is especially important, as it is seen as a longer-term margin driver.
3. Guidance and management commentary: Investors will listen closely for forward commentary on 2026 outlook, particularly guidance on bookings growth, profitability strategy, and cost structure. Any hint that spending pressures are easing could drive a positive reaction, while continued heavy spending may weigh on the stock.
Analysts’ Expectations for RBLX’s Q4 Results
Wall Street analysts project revenues around $2.07 billion for Q4 2025, implying 109% year-over-year growth. At the same time, Roblox is expected to report a loss per share of $0.47 for Q4 2025 versus a loss of $0.33 in the year-ago quarter. The wider loss reflects ongoing investment and normal seasonal pressure.
Notably, the company has a strong earnings track record, having missed estimates in just one of the past nine quarters.
Is RBLX Stock a Buy, Sell, or Hold?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on RBLX stock based on 11 Buys, seven Holds, and one Sell assigned in the past three months, as indicated by the graphic below. The average RBLX price target of $117.06 per share implies 73.47% upside from current levels.
