NEW YORK, Jan 13, 2026, 12:38 PM EST — Regular session
- Roblox shares up about 8% in midday trade, after swinging between roughly $76 and $84
- Company set Feb. 5 for fourth-quarter and full-year 2025 results after the bell
- BMO reiterated an Outperform view and $155 target, pointing to early traction in a new hit game
Roblox Corp shares jumped on Tuesday, rising $6.37 to $83.09 in midday trading, after earlier touching $83.98. The stock has traded between $76.05 and $83.98, with about 12.5 million shares changing hands.
The videogame platform late Monday set a near-term clock for investors, saying it will report fourth-quarter and full-year 2025 results after the U.S. market closes on Feb. 5. Roblox said it will hold a conference call at 4:30 p.m. ET that day. (Roblox Investor Relations)
That matters because Roblox’s stock still trades like a referendum on one thing: whether players keep showing up and spending. Traders tend to focus on bookings — a measure of sales that includes changes in deferred revenue — along with hours engaged, the time users spend in Roblox’s worlds.
BMO Capital analyst Brian Pitz reiterated an Outperform rating and a $155 price target, saying he was “encouraged by the impressive early ramp.” A note cited by Investing.com pointed to a new title called “Escape Tsunami For Brainrots!” that BMO said has quickly climbed into Roblox’s top five games by concurrent users — players logged in at the same time — and notched about 43 million visits on Sunday. (Investing.com India)
Regulation is sitting in the background, and it rarely stays in the background for long with Roblox. New York Governor Kathy Hochul is pushing proposals that would expand age verification requirements to online gaming platforms and require the highest privacy settings by default for kids, among other steps, The Verge reported; it also cited a plan to disable AI chatbot features for children and give parents more control over in-game spending. Roblox did not immediately comment on the proposal, the publication said. (The Verge)
Even if the next earnings report lands cleanly, the downside case is straightforward: tougher safety rules can raise costs, slow growth, or hit engagement if users balk at added friction such as stricter age checks. Ad growth is another moving part; a softer marketing environment can show up fast in a business that is trying to broaden beyond in-game purchases.
The regulatory push is not just about one company, either. Other kid-heavy gaming platforms — from Epic Games’ Fortnite to Microsoft’s Minecraft — face many of the same questions, but Roblox draws extra attention because its platform blends games, social features and digital spending in one place.
For now, Tuesday’s move looked like a relief rally into a tight stretch of catalysts, with investors trying to handicap whether a handful of breakout titles can turn into steadier bookings. That debate usually gets louder, not quieter, as earnings day nears.
Next up is Feb. 5, when Roblox reports results after the close and hosts its call at 4:30 p.m. ET — a single session that will likely set the tone for how traders price engagement trends, bookings momentum and the cost of keeping the platform safe.
