Roblox Q4 Results Beats Consensus, Guidance Ahead

Roblox Corp (NYSE:RBLX) is one of the 13 Best Revenue Growth Stocks to Buy Right Now.

On February 5, Roblox (NYSE:RBLX) reported strong Q4 2025 results that, along with Q1 2026 guidance, exceeded Street expectations (as per CNBC report). While fourth-quarter bookings grew 63% to $2.22 billion, ahead of consensus at $2.05 billion, average daily active users rose 69% to 144 million, above the 138 million estimate. In addition, Q1 2026 bookings are expected to be between $1.69 and $1.74 billion, ahead of the Street’s $1.68 billion expectation.

Before the results, on February 2, Jefferies analyst Brent Thill had argued that the rollout of Google’s (GOOGL) Project Genie pressured game stocks, including Roblox (RBLX). The project is an experimental prototype that allows users to create and explore interactive 3D worlds, raising concerns about potential disruption to game engine developers, including Roblox. However, Roblox is more likely to establish a partnership and add more world models to its game engine, the analyst said. Jefferies has a Hold rating on the gaming company.

On the same day, Deutsche Bank analysts said the risk-reward profile for the company has “meaningfully improved” after the stock selloff triggered by Google’s announcement. The analysts said it’s “far too early” to measure the disruption caused by the development, and argued that there are scenarios where “Genie could be a tailwind” for the impacted companies. Genie “will not replace game development, nor will it disrupt the current mobile game discovery ecosystem,” the analysts said.

For Piper Sandler, the stock selloff in game stocks, including Roblox, is “indiscriminate and overdone,” according to a February 1 note.

Roblox Corp. is a video game developer and operates platforms that provide online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud.

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Disclosure: None. This article is originally published at Insider Monkey.