Cathie Wood isn’t one to wait around for the tech debate to settle. Continuing her tech-buying spree, she dropped nearly $10 million on Roblox (RBLX) stock as the tech sector snaps back and the gaming platform impresses with a robust Q4 showing. In classic ARK Invest style, Wood has been shopping in the rubble of the recent tech selloff. However, Monday, Feb. 9, delivered a sharp snapback in tech and AI names, looking more like a pressure release after last week’s air pocket. What the numbers said (Feb. ...

[Technology]- [Family]- [Mental Health]- [Health]- [Internet]### Roblox CorporationNYSE:RBLX---Release Versions[English]---### ContactsRoblox Communications [press@Roblox.com]Get RSS Feed## Roblox Reports Fourth Quarter and Full Year 2025 Financial ResultsSAN MATEO, Calif.--([BUSINESS WIRE])-- Roblox Reports Fourth Quarter and Full Year 2025 Financial Results...## Roblox to Report Fourth Quarter and Full Year 2025 Financial Results on February 5, 2026SAN MATEO, Calif.--([BUSINESS WIRE])--Roblox to Report Fo ...

Group 1 - Roblox has experienced a significant decline, losing over 50% of its value since reaching a 52-week high of $150.59 per share in late July of the previous year [1]

编译/VR陀螺 Roblox将2025年描述为该平台的"辉煌之年"，其收入和预订量大幅增长，远超其预期和长期目标，尤其 日活跃用户数 (DAU) 和用户参与时长。据称，第四季度其日活跃用户数同比增长69%至1.44亿，用户参 与时长增长88%至350亿小时。 此外，Roblox的月均独立付费用户数量也同比增长了94%，达到3670万，玩家平均每月消费20.18美 元，该公司游戏内货币Robux的消费额也增长了53%。 截至本财年末，Roblox 已占据全球游戏内容市场3.4%的份额。展望未来，Roblox预测全年收入增长将 在60亿美元至62亿美元之间，预订量将在82亿美元至85亿美元之间。 来源：gamesindustry 近日，Roblox公布了截至2025年12月31日的第四季度和财年财务业绩。数据显示，其全年营收49亿美 元，同比增长36%；第四季度营收14亿美元，同比增长43%。 ...

Core Viewpoint - Despite Roblox's (RBLX.US) better-than-expected Q4 2025 results, multiple investment banks have downgraded the company's ratings and target prices [1][2] Group 1: Financial Performance - Roblox expects Q1 2026 bookings to be between $1.69 billion and $1.74 billion, exceeding market expectations of $1.68 billion [1] - The company reported a 63% year-over-year increase in bookings, which outperformed previous concerns and expectations [1] - However, the growth rate has slowed compared to the previous quarter's 70% year-over-year increase [1] Group 2: Analyst Ratings and Target Price Adjustments - Citigroup analyst Jason Bazinet lowered Roblox's target price from $152 to $119 while maintaining a "Buy" rating, reflecting updates to the financial model post-Q4 2025 earnings [1] - Piper Sandler reduced Roblox's target price from $125 to $100, keeping an "Overweight" rating, noting the stock's outperformance despite the growth rate slowdown [1] - UBS cut Roblox's target price from $103 to $74, assigning a "Neutral" rating, citing strong Q4 2025 performance but concerns over competition and emerging AI platforms [2]

Core Viewpoint - The Australian government is addressing concerns regarding child grooming and exposure to graphic content on the gaming platform Roblox, indicating a potential regulatory response to these issues [1] Group 1: Government Actions - The Australian government has called a meeting with Roblox to discuss the reported issues related to child safety on the platform [1] - A regulator has announced plans to test whether Roblox complies with safety regulations concerning child protection [1]

Roblox 25Q4业绩会：26年收入增长指引超预期，生态壁垒稳固，对AI态度积极乐观 25Q4收入增速63%，环比Q3降速幅度好于预期（假期效应+爆款回落，预期增速约53%），Q4 日活增长 69%至 1.44亿；同时指引26Q1增速50-54%，26年增速22-26%超预期（预期增速不足20%），反应DAU及时长增长可持续 （即使25年出现大爆款Growa Garden、 Steala Brainrot，市场担 Roblox 25Q4业绩会：26年收入增长指引超预期，生态壁垒稳固，对AI态度积极乐观 此外拥抱多类AI技术：已落地超400个自研AI系统/模型、发布AI建模工具Cube（含4D技术）、AI能力嵌入Roblox Studio开发工具，且优势在于高质量垂类数据（每年约3万小时的3D人类交互数据）。 Roblox波动或有此前估值高+爆款波动影响。 关于AI如何改变UGC平台：创作者生态和用户粘性是重要壁垒，世界模型是加速游戏开发的工具，并非替代创作 者-玩家互动生态，UGC平台也可以吸纳世界模型技术能力，进一步提升社区活跃度，但前提是良好的创作者生态 +及时把握技术变革机遇。 25Q4收入增速63 ...

After a strong year in 2025, Roblox (NYSE: RBLX) enters the next phase of its journey with renewed momentum and rising expectations. User growth has reaccelerated, engagement has reached record levels, and new monetization paths are finally taking shape. But for investors, optimism is not enough. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Con ...

Roblox Corporation (NYSE:RBLX) shares are trading higher on Monday, lifted by broad strength in the technology sector.The gaming platform’s gains came as the broader market advanced, with the Nasdaq Composite climbing 0.93% and the S&P 500 gaining 0.64% during Monday’s session.Strong Q4 Earnings BackdropThe stock’s momentum follows a strong fourth-quarter earnings report released on February 5.Roblox Corporation reported quarterly revenue of $2.22 billion, beating the analyst consensus estimate of $2.05 bil ...

Roblox Corporation (NYSE:RBLX) is one of the best IPO stocks to buy right now. On February 6, Citi analyst Jason Bazinet reduced the firm’s price target for Roblox to $119 from $152, while keeping a Buy rating. This adjustment reflects an update to the firm’s financial model following the company’s Q4 2025 results and accounts for recent multiple compression observed among Roblox’s industry peers. On the same day, Piper Sandler lowered the price target for Roblox Corporation (NYSE:RBLX) to $100 from $125 ...