Quick Summary
- Roblox’s Q1 earnings release is scheduled for April 30, with Wall Street forecasting a per-share loss between $0.41 and $0.43
- Projected revenue of $1.73–$1.74 billion represents year-over-year growth exceeding 43%
- The options market is pricing in approximately a 15% post-earnings swing
- Forecasted Daily Active Users stand at 145.65 million, compared to 97.8 million in the prior-year period
- Wall Street firms have reduced price targets while keeping Buy ratings intact, averaging $105.10
Shares of Roblox have tumbled approximately 30% since the start of 2026 as the gaming platform prepares to unveil Q1 results on April 30. Following a solid Q4 2025 performance, investor expectations are elevated for another strong showing.
Analysts are projecting a quarterly net loss ranging from $0.41 to $0.43 per share. This compares unfavorably to the $0.32 per-share loss recorded during the first quarter of 2025. On the revenue front, projections center around $1.73–$1.74 billion, marking growth north of 43% compared to the year-ago period.
Bookings — a critical performance indicator for Roblox — are anticipated to reach $1.73 billion, up from $1.21 billion in Q1 2025.
Interestingly, the consensus earnings estimate has been adjusted upward by 5% during the past month, signaling improving analyst sentiment ahead of the report.
Daily Active Users Take Center Stage
The Daily Active User count will be the metric commanding the most attention from investors. Projections call for DAUs to reach 145.65 million, representing substantial expansion from the 97.8 million users recorded in Q1 2025.
Total engagement hours are expected to clock in at 34.59 billion, versus 21.70 billion during the comparable quarter last year. Analysts anticipate user growth across all geographic segments — Asia-Pacific, Europe, United States & Canada, and other international markets.
The APAC region is forecast to deliver 44.25 million DAUs, up from 26.3 million previously. European DAUs are projected at 34.69 million versus 23.6 million last year. The US & Canada segment is expected to contribute 24.88 million users, compared to 19.7 million in the prior year.
Options activity suggests traders are preparing for volatility. The implied move for RBLX stock following earnings stands at roughly 15% in either direction. This exceeds the stock’s historical average post-earnings movement of 9.59% over the past four quarterly reports.
Price Target Reductions Amid Maintained Optimism
Benjamin Black at Deutsche Bank reduced his price objective to $85 from $115, pointing to engagement headwinds. However, he highlighted the subscription offering as a continuing positive factor.
Goldman Sachs analyst Eric Sheridan adjusted his target downward to $125 from $140 while maintaining his Buy recommendation. He emphasized that platform enhancements and mid-quarter data points continue to validate the long-term expansion narrative.
Michael Pachter at Wedbush lowered his target to $90 from $110, also keeping his Buy rating. He observed that the stock has already experienced significant selling pressure from its August 2025 high, with decelerating DAU momentum and softer concurrent user metrics largely priced into current levels.
The current analyst consensus consists of 17 Buy ratings, four Hold ratings, and one Sell rating issued over the past three months, resulting in a Moderate Buy recommendation. The average price target of $105.10 suggests potential upside of approximately 82.7% from present trading levels.
Roblox will announce results after the closing bell on April 30. The stock’s post-earnings performance will likely hinge more on forward guidance and user engagement momentum than on the actual quarterly figures.
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