NEW YORK, Feb 2, 2026, 14:19 EST — Regular session
- Roblox shares climbed in afternoon trading, bouncing back from last week’s steep sell-off in videogame stocks.
- Traders are bracing for Thursday’s earnings, as options suggest a move of more than 10% is priced in.
- Child-safety concerns and ongoing litigation continue to weigh on the stock.
Roblox shares climbed close to 5% Monday, nudging the price back toward the $70 mark as buyers returned to growth stocks. At 2:04 p.m. EST, the stock was trading up 4.8% at $68.92, within a range of $64.77 to $69.36.
Roblox is set to release its fourth-quarter and full-year results Thursday after the market closes. Investors are focused on data around user engagement and spending trends heading into 2026. (Roblox Investor Relations)
Options traders are gearing up for an unusually large move. According to Barchart data, the options market is pricing in roughly a 15.6% swing around the earnings report — a gauge based on option prices that reflects expected stock volatility. (Barchart)
Roblox rode the wave of a broader bounce on Monday, with Wall Street’s major indexes gaining ground, fueled by tech and memory-chip stocks. “We’re heading into a new week with plenty of catalysts in front of us,” noted Art Hogan from B. Riley Wealth. (Reuters)
The stock took a hit on Friday after investors sold off videogame shares following Google’s launch of “Project Genie,” an AI model that creates interactive digital worlds from simple prompts. Roblox plunged more than 12%, with Take-Two Interactive and Unity Software also retreating. Joost van Dreunen, a games professor at NYU Stern School of Business, said, “We’ll see a real transformation … once AI-based design starts creating experiences that are uniquely its own.” (Reuters)
Regulators piled on the pressure. The Netherlands Authority for Consumers and Markets (ACM) revealed it has launched an investigation into Roblox, focusing on risks to minors under the European Union’s Digital Services Act. That law mandates platforms take appropriate measures to protect underage users. A Roblox spokesperson insisted the company is “strongly committed to complying” with the regulation and highlighted upcoming plans to use facial recognition for age verification, aiming to restrict communication between children and adults. (Reuters)
Legal risk remained front and center. About 800 parents wrote to Roblox’s board, demanding it drop efforts to move child-safety lawsuits into arbitration, a private, out-of-court setting, ABC News reported. “They are confidential, they’re secretive,” said Pat Huyett, one of the attorneys representing the families. (Good Morning America)
Roblox’s upcoming report will have investors focusing closely on bookings, which track spending inside the platform. Bookings capture purchases of “Robux,” the virtual currency players use to buy in-game items. (Reuters)
Traders will be tuned in to any updates on daily active users and time spent on the platform, along with whether safety and moderation efforts are driving up costs. A shift in the 2026 outlook could send the stock moving fast.
The rebound might sputter quickly. If Roblox signals weaker engagement, faces stricter European regulations, or sees rising legal expenses, investors could pull back on risk once more—especially since options are already reflecting a sharp move after earnings.
Roblox plans to report earnings after the market closes on Feb. 5, followed by a conference call at 4:30 p.m. EST.
