T-Rex 2X Long RBLX Daily Target ETF(RBLU.US)

Roblox's revenue in the fourth quarter was $1.42 billion, slightly below analysts' expectations of $1.44 billion. The fourth quarter's bookings were $2.22 billion, exceeding analysts' expectations of $2.09 billion. The daily active users reached 144 million, surpassing the expected 140.39 million. Revenue is expected to be between $6.02 billion and $6.29 billion in 2026, with analysts expecting $6.19 billion. At the same time, the net loss for Consol in the first quarter is expected to be between $311 million and $329 million, while analysts expect $298.8 million

Roblox Earnings Report: Q4 Overview

Roblox (NYSE:RBLX) reported its Q4 earnings on February 5, 2026, beating estimates by 6.25% with an EPS of $-0.45 compared to the expected $-0.48. Revenue increased to $860 million year-over-year. In the previous quarter, Roblox also exceeded EPS estimates by $0.15, resulting in a 0.64% rise in share price the following day. Historical performance shows consistent revenue growth, with actual revenues surpassing estimates in recent quarters.

Dutch regulator to probe Roblox over risks to minors

The Netherlands’ consumer protection regulator ACM is investigating Roblox for potential risks to minors. The probe will assess if Roblox complies with the EU’s Digital Services Act, which mandates safety measures for underage users. The platform has faced criticism for not adequately protecting young users from predators and is currently dealing with lawsuits in the U.S. In response, Roblox announced plans for age verification through facial recognition to enhance safety.

Roblox shares are trading lower after the Netherlands Authority for Consumers and Markets launched an investigation over possible risks minors face on the platform in the EU. Wedbush lowered its price target on the stock from $165 to $110.

Roblox (NYSE:RBLX) Trading Down 12.9% on Analyst Downgrade

Roblox (NYSE:RBLX) shares fell 12.9% after Wedbush downgraded its price target from $165 to $110, maintaining an outperform rating. The stock traded as low as $65.53, with a significant increase in trading volume. Analysts have mixed sentiments, with some raising price targets while others express concerns over upcoming earnings and regulatory investigations. Insider selling has also been noted, with significant shares sold recently. Overall, the stock has a consensus rating of "Moderate Buy" and a target price of $131.65.