Roblox (RBLX) Stock Explodes 22% as Platform Crushes Earnings

TLDR Roblox stock jumped 22% to $74 after Q4 bookings soared 63% to $2.2 billion, crushing the $2.09 billion analyst estimate Daily active users grew 69% to 144 million while hours engaged surged 88% to 35.2 billion, both beating expectations The company posted a Q4 net loss of $318 million but free cash flow doubled estimates at $307 million Q1 2026 bookings guidance of $1.69-$1.74 billion tops Wall Street’s $1.68 billion forecast Mandatory age verification completed in January revealed 73% of users are under 18, creating short-term headwinds Roblox shares exploded 22% to $74 in after-hours trading Thursday after the gaming platform demolished fourth-quarter expectations. The stock had closed down 4% at $60.54 during regular trading. #Roblox Corp. $RBLX, Q4-25. Results: Adj. EPS: $-0.45 Revenue: $2.22B Net Loss: $318.11M Strong bookings and user engagement growth supported cash flow despite ongoing net losses. pic.twitter.com/nPKoR1pP0y — EarningsTime (@Earnings_Time) February 5, 2026 The company reported Q4 bookings of $2.2 billion, up 63% year-over-year. That crushed analyst estimates of $2.09 billion. Daily active users hit 144 million, a 69% increase from last year. Wall Street expected 138 million. Roblox Corporation, RBLX Hours engaged on the platform jumped 88% to 35.2 billion. Analysts projected 32.4 billion hours. Free cash flow reached $307 million for the quarter. That more than doubled the $136 million analysts anticipated. The U.S. and Canada accounted for $1.2 billion in bookings and 24 million daily users. The region also contributed 6.3 billion hours engaged. Roblox posted a net loss of $318 million on revenue of $1.42 billion, up 43%. Analysts expected a loss of $323 million. Strong Full-Year Results For full-year 2025, bookings climbed 55% to $6.8 billion, beating the $6.6 billion estimate. Revenue rose 36% to $4.9 billion with a net loss of $1.07 billion. CEO David Baszucki called 2025 a banner year. He said the top 1,000 creators earned an av...