Roblox (RBLX) Stock: Can Thursday Earnings Reverse 20% Drop?
Roblox is set to release its Q4 2025 earnings, with analysts expecting a revenue of $2.08 billion, reflecting significant growth compared to last year. Despite a 20% drop in stock price year-to-date and a projected wider loss per share, daily active users are anticipated to rise by 65%, indicating strong user engagement. However, mixed analyst views on near-term outlook and concerns about infrastructure spending and new regulations may temper investor enthusiasm.
TLDR Roblox releases Q4 2025 results Thursday after market close with analysts expecting $2.08 billion in revenue Wall Street forecasts a $0.47 per share loss compared to $0.33 loss in Q4 2024 Stock down 20% year-to-date despite daily active users projected to jump 65% to 141.31 million Options market pricing in 15.03% move after earnings announcement Canaccord maintains Buy rating despite cutting price target from $160 to $140 Roblox announces fourth quarter earnings Thursday evening. The gaming platform has seen its stock slide 20% this year heading into the report. Roblox Corporation, RBLX Analysts project $2.08 billion in quarterly revenue. That marks 109% growth versus the same quarter last year. The loss estimate sits at $0.47 per share. This widens from the $0.33 per share loss reported in Q4 2024. Bookings are expected to reach $2.07 billion. Last year’s Q4 bookings came in at $1.36 billion. User Metrics Show Strong Growth Daily active users should hit 141.31 million for the quarter. That’s up from 85.30 million in the year-ago period. Total hours engaged are forecast at 32.38 billion. The metric stood at 18.70 billion in Q4 2024. Geographic expansion continues across all regions. US and Canada DAUs are projected at 23.83 million versus 18.00 million previously. Europe estimates reach 33.33 million DAUs from 21.10 million. Asia-Pacific forecasts show 44.26 million, climbing from 22.30 million. Rest of world projections stand at 42.53 million compared to 23.80 million last year. Growth remains consistent globally. Analyst Views Mixed on Near-Term Outlook Canaccord analyst Jason Tilchen recently lowered his price target to $140 from $160. He kept his Buy rating intact. Tilchen highlighted improved user engagement and AI search capabilities. Popular games have driven increased platform activity. Management’s cautious 2026 guidance has created pressure on shares. New age verification requirements and infrastructure spending raise concerns. The analyst still e...
Comments
Log in to comment