NEW YORK, Jan 16, 2026, 05:21 EST — Premarket
- Roblox shares ticked up roughly 1% in premarket, following a 2.15% gain at Thursday’s close
- Jefferies lowered its price target, even as Morgan Stanley highlighted a new viral hit on the platform
- Investors are focused on the Feb. 5 earnings report and the 2026 “bookings” guidance
Shares of Roblox Corp ticked up roughly 1% in premarket action Friday, following a batch of analyst notes ahead of the videogame platform’s upcoming earnings. The stock climbed 1.05% to $85.58, after finishing Thursday at $84.65.
The timing is crucial. Roblox serves as a key indicator for how long younger users continue to spend on in-game items, and whether the company can maintain steady growth while increasing its investments in developers and infrastructure.
Roblox’s stock is swinging notably amid a choppy tape. After falling 2.28% Wednesday, shares rebounded 2.15% Thursday, bouncing between the low $82s and just over $88 in the last two sessions.
Jefferies analyst James Heaney kept a Hold rating but lowered his price target to $85 from $100, citing doubts about growth in 2026 and limited room for margin gains if costs go up.
Morgan Stanley, on the other hand, maintained an Overweight rating with a $155 price target, citing the platform’s knack for quickly rolling out new hit games. Analysts Matthew Cost and Brian Nowak noted, “The popularity of the game … speaks to the power of this platform to continually surface new hits,” after spotlighting a fast-growing title called “Escape Tsunami to Steal Brainrots.” Barron’s
Director Anthony P. Lee disclosed selling 6,020 shares at $82.45 on Jan. 13, along with two smaller sales of 490 shares each, all linked to family trusts. According to the filing, these transactions were carried out under a Rule 10b5-1 plan—one of those pre-set trading programs designed to avoid the appearance of trading on inside info.
Roblox is set to release its fourth-quarter and full-year 2025 earnings after the market closes on Feb. 5. The company will hold a conference call at 4:30 p.m. EST.
Investors will focus on “bookings,” a crucial metric showing purchases of the platform’s virtual currency and other in-game transactions before they count as revenue. Management’s outlook on bookings growth for 2026 usually moves the stock more than the quarterly results do.
But the setup works both ways. A cautious 2026 outlook or indications that rising developer payments and infrastructure expenses are eating into profits could weigh on the recent rebound. A dip in engagement could also hit, especially if the latest viral hits don’t catch fire again.
