New York, Jan 13, 2026, 18:46 EST — After-hours
- Roblox shares climbed roughly 10.5%, hitting $84.80 in after-hours trading
- Company scheduled its quarterly and full-year results for Feb. 5, followed by a call after market close
- Morgan Stanley cut its price target; a recent filing revealed a minor insider sale is planned
Roblox Corp shares surged roughly 10.5% Tuesday, ending the session between $76.05 and $85.43 before settling at $84.80 in after-hours trading.
Roblox’s next comments on bookings and user engagement are back in focus ahead of its upcoming earnings. Bookings — which track sales of virtual currency and digital goods not yet recognized as revenue — remain a key indicator for traders watching short-term demand on the platform.
The rally unfolded while investors processed mixed earnings reports and awaited new inflation figures that may influence U.S. interest rate forecasts.
Roblox announced Monday it will release its fourth-quarter and full-year 2025 earnings after the U.S. market closes on Thursday, Feb. 5. The company plans to hold a conference call at 4:30 p.m. EST.
Morgan Stanley cut its price target for Roblox to $155 from $170 but maintained an “Overweight” rating. The firm suggested 2026 might play out “thematically similar” to 2025 for internet stocks, with the market likely to “reward” companies delivering stronger returns via generative AI and GPU-driven products. TipRanks
Roblox shared a technical update Monday about its AI coding tools, revealing it boosted acceptance of AI-generated pull request suggestions from about 30% to more than 60% across 10,000 PRs. Senior technical director Tom Knych described it as “like having a senior Roblox domain expert pair programming with you all day, every day.” Roblox
A separate regulatory filing revealed that director Anthony Patrick Lee submitted a Form 144 notice to offload 7,000 shares via Fidelity Brokerage Services. The shares carry a market value near $577,150, with a projected sale date of Jan. 13. Form 144 is required for insiders planning to sell shares under Rule 144, the SEC regulation covering restricted and control stock sales.
Roblox operates an online platform where users both create and play games and experiences, generating most of its revenue from digital spending within those environments. The company is also working to expand monetization beyond just virtual goods, adding advertising to the mix, all while investing heavily in safety and moderation efforts.
The platform jostles for attention and digital wallets against a diverse lineup of competitors, ranging from Epic Games’ Fortnite and Microsoft’s Minecraft to established game publishers and mobile app store ecosystems.
That next report could swing in either direction. If user engagement softens or bookings fall short of investor expectations, sentiment could sour fast. Meanwhile, increased spending on trust-and-safety, infrastructure, or creator incentives would weigh on margins, even if growth remains steady.
On Feb. 5, investors will zero in on Roblox’s bookings, daily active users, and hours engaged. The conference call should also shed light on the 2026 outlook, plus any updates on monetization and costs.
