{"id":21673,"date":"2026-02-08T12:02:19","date_gmt":"2026-02-08T12:02:19","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/roblox-q4-results-beats-consensus-guidance-ahead\/"},"modified":"2026-02-08T12:02:19","modified_gmt":"2026-02-08T12:02:19","slug":"roblox-q4-results-beats-consensus-guidance-ahead","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/roblox-q4-results-beats-consensus-guidance-ahead\/","title":{"rendered":"Roblox Q4 Results Beats Consensus, Guidance Ahead"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->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\u2019s $1.68 billion expectation.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj\" style=\"--max-height: 538px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 538; --img-max-width: 960px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/A1NuXepcZrGH7eIbliZLbw--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTUzOA--\/https:\/\/media.zenfs.com\/en\/insidermonkey.com\/368ebed672d5e1c688faceeef27bb20b\" alt=\"\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-lglytj  loaded\"\/><\/div>\n<\/div>\n<\/figure>\n<p class=\"yf-vbsvxt\"><!-- HTML_TAG_START -->Before the results, on February 2, Jefferies analyst Brent Thill had argued that the rollout of Google\u2019s (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 \u201cmeaningfully improved\u201d after the stock selloff triggered by Google\u2019s announcement. The analysts said it\u2019s \u201cfar too early\u201d to measure the disruption caused by the development, and argued that there are scenarios where \u201cGenie could be a tailwind\u201d for the impacted companies. Genie \u201cwill not replace game development, nor will it disrupt the current mobile game discovery ecosystem,\u201d the analysts said. For Piper Sandler, the stock selloff in game stocks, including Roblox, is \u201cindiscriminate and overdone,\u201d 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. While we acknowledge the potential of RBLX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <strong><u>best short-term AI stock<\/u><\/strong>. <strong>READ NEXT:\u00a0<u>12 Best Software Infrastructure Stocks to Buy According to Hedge Funds<\/u>\u00a0and\u00a0<u>Cathie Wood\u2019s Stock Portfolio: Top 10 Stocks to Buy<\/u>.<\/strong> Disclosure: None. This article is originally published at <strong><u>Insider Monkey<\/u><\/strong>.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[1526,2581],"class_list":["post-21673","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-deutsche-bank","tag-roblox"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/02\/368ebed672d5e1c688faceeef27bb20b.jpeg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/21673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=21673"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/21673\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/21674"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=21673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=21673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=21673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}