Friday's Earnings Movers: RBLX Rallies, MOH "Shockingly Weak," AFRM Beats

Roblox - Roblox reported better-than-expected revenue and daily active users, leading to a stock rally of over 10% [1] - The company reported an adjusted loss of 45 cents per share, which was in line with expectations, while revenue was slightly above $2.22 billion [2] - Daily active users reached 144 million, up 69% year-over-year, with fourth-quarter bookings increasing by 63% [2] - For the first quarter, Roblox expects bookings between $1.69 billion and $1.74 billion, indicating strong engagement and platform expansion [3] - The user base is skewing younger, with 35% under age 13 and 38% between ages 13 and 17, which Roblox considers a strategic asset [4] Molina Health - Molina Health shares fell 25% following weak guidance for 2026 and disappointing quarterly results, reporting an adjusted loss of $2.75 per share [5] - The company projected earnings of about $5 per share for 2026, significantly lower than Wall Street's expectations [6] - Molina attributed its challenges to the rollout of a new Medicaid contract and underperformance in its Medicare drug business, indicating a tough year ahead for margins [6][8] Affirm - Affirm's stock rose after reporting better-than-expected results, with EPS at 37 cents per share compared to the expected 30 cents [8] - Revenue reached $1.12 billion, surpassing expectations, and the company experienced strong growth in usage and customer engagement [9] - Gross merchandise volume surged to $13.8 billion, up from $10.1 billion the previous year, with over 40% of growth coming from direct merchant integrations [10]