Video game company Roblox (RBLX) is scheduled to announce its results for the fourth quarter of 2025 on Thursday, February 5, after the market closes. RBLX stock has lost more than 11% over the past year and 20% year-to-date due to slower bookings growth, continued losses, and heavy spending that has weighed on profits. Wall Street analysts project revenues around $2.08 billion for Q4 2025, implying 109% year-over-year growth, according to data from the TipRanks Forecast page.
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Meanwhile, analysts expect Roblox 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 weak earnings track record, having missed estimates in six of the past nine quarters.
Recent News Ahead of Q4
On January 3, Cathie Wood increased its stake in Roblox, purchasing 120,812 shares worth about $8.15 million via the ARK Innovation ETF (ARKK) and the ARK Next Generation Internet ETF (ARKW), signaling steady confidence in the online gaming platform.
Analysts’ Views on RBLX Ahead of Q4 Results
Ahead of the Q4 print, Canaccord analyst Jason Tilchen lowered his price target on Roblox to $140 from $160 but kept a Buy rating on the stock. He said user growth, engagement, and bookings have improved, helped by better AI search tools and several popular games. However, the stock has stayed under pressure after cautious 2026 comments, including concerns about new age checks and higher infrastructure spending.
Despite this, Tilchen expects user growth and revenue trends to remain strong going forward.
As the chart shows, Roblox’s daily active users have risen steadily over time, highlighting continued growth in user engagement on the platform.
Options Traders Anticipate a Large Move
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting an 15.03% move in either direction.
Is RBLX Stock a Buy, Sell, or Hold?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on RBLX stock based on 12 Buys, seven Holds, and one Sell assigned in the past three months, as indicated by the graphic below. The average RBLX price target of $118.26 per share implies 80.83% upside from current levels.
