New York, Feb 5, 2026, 12:07 ET — The regular session is underway.
Roblox shares ticked up 0.1% to $63.16 by Thursday midday, following the unveiling of a new AI-powered creation tool the day before. Investors are also gearing up for the company’s quarterly earnings release after market close.
The timing is deliberate. Roblox is pushing faster, cheaper content creation just as the market debates whether generative AI will boost game platforms or undermine them.
There’s barely any wiggle room here. Roblox reports after the bell, and investors want clear signals on user engagement and spending trends heading into 2026—not another round of “potential” hype. (Roblox Investor Relations)
On Wednesday, Roblox unveiled a beta of its “4D creation” tech, which turns natural-language prompts into working in-game models. This builds on previous tools that only made static 3D objects. According to Roblox, the new system can, for example, generate a vehicle that players can actually drive, complete with physics. Senior vice president Anupam Singh said the aim is to bring artists and coders closer, enabling “a player [to] create inside a game.” (Reuters)
Roblox plans to release its fourth-quarter and full-year results after markets close on Thursday, followed by a conference call at 4:30 p.m. ET. Investors will zero in on bookings, which track user spending before it hits revenue, as well as daily active users and total engagement hours. (Roblox Investor Relations)
Roblox is forecasted to report a 47-cent per share loss on $2.07 billion in revenue for the December quarter, according to Investing.
Safety and regulation remain central to the issue. In January, Roblox started requiring users to complete an age check before accessing chat, initially in the U.S. and expanding worldwide within the following week. “By building proactive, age-based barriers, we can empower users to create and connect in ways that are both safe and appropriate,” said Chief Safety Officer Matt Kaufman. (Roblox Investor Relations)
There’s a catch, though. Higher spending on servers, security, and developer tools could squeeze margins. Stricter guardrails might also dent engagement temporarily — a combination that can turn a strong “bookings” quarter into a volatile day for the stock.
Roblox will release its earnings after the bell on Feb. 5. Investors will be watching closely for management’s take on engagement projections for 2026, any friction tied to safety measures, and whether the new AI tools are delivering tangible developer results beyond just demos. (Roblox Investor Relations)
