New York, Jan 27, 2026, 15:40 ET — Regular session underway.
Shares of Roblox Corp (RBLX.N) dropped 1.5% to $72.91 Tuesday afternoon after TD Cowen reaffirmed its Sell rating. The firm highlighted that parents are imposing stricter limits on their kids’ time spent on the platform. According to the broker, this trend stems from a “general desire to see their children spend less time/money” rather than concerns about safety. (Investing)
The call comes as Roblox prepares to release its results soon, with traders eager for any early signals on engagement — those hours and interactions that fuel spending within its games. Even slight shifts in usage can quickly swing estimates for a stock known for its volatility.
Roblox lagged behind a wider tech rally. Unity Software dropped 4.4%, Electronic Arts barely budged, and Take-Two Interactive inched up. The Invesco QQQ Trust, which tracks the Nasdaq 100, rose roughly 1%.
Goldman Sachs weighed in from the other side, sticking with a Buy rating and setting a $180 price target. The firm pointed to Roblox’s push into AI tools aimed at enhancing discovery and developer workflows as a potential growth driver in the years ahead. It also emphasized key creator-economy and advertising opportunities, highlighting recent deals with Alphabet and Shopify. (Investing)
Roblox runs a user-driven gaming and creation platform, earning most of its revenue through in-game Robux purchases and advertising. Analysts typically zero in on “bookings,” which track sales plus shifts in deferred revenue from virtual items, as well as daily user activity.
Roblox has stepped up its safety measures, introducing an age-check requirement for chat access that launched first in the U.S. and went global earlier this month. “Our commitment to safety is rooted in delivering the highest level of protection for our users,” said Chief Safety Officer Matt Kaufman. (Roblox)
The parent survey offers just a snapshot, with engagement shifting alongside hit games, school calendars, and policy changes that users tend to spot before investors. If Roblox combines weaker engagement with increased spending on moderation or platform improvements, traders might begin cutting margins once more.
Roblox will deliver its fourth-quarter and full-year 2025 results on Feb. 5 after the market closes, followed by a conference call at 4:30 p.m. ET. (Nasdaq)
