New York, Jan 22, 2026, 15:29 EST — Regular session
- Roblox shares slipped roughly 1.5% in afternoon trading, hitting a session low earlier.
- Morgan Stanley lowered its price target for the stock but maintained an Overweight rating
- A regulatory filing revealed that Roblox’s chief accounting officer was granted restricted stock units
Roblox Corp shares slipped roughly 1.5% to $74.56 in afternoon trading on Thursday, having earlier dipped to $73.44.
This move is significant as Roblox’s upcoming earnings report is near enough to influence positioning. Growth stocks are jittery, so even minor adjustments to Wall Street forecasts can sway the market.
Investors are eyeing 2026 momentum for Roblox’s “bookings,” a key metric linked to sales of the platform’s virtual currency and subscriptions, which get recognized as revenue down the line. (Reuters)
Morgan Stanley cut its price target for Roblox to $155 from $170 but maintained its Overweight rating, according to a note shared by The Fly. (TipRanks)
Separately, a Form 4 filing revealed that Chief Accounting Officer Amy Marie Rawlings was granted 3,401 restricted stock units, with the earliest transaction recorded on Jan. 18. (Stock Titan)
Other game and platform names saw varied moves. Unity Software held steady, Take-Two Interactive nudged up slightly, and Electronic Arts remained flat.
Roblox’s upcoming report will zero in on engagement trends and the company’s guidance for bookings and expenses, highlighting spending on trust-and-safety efforts. The firm plans to release its fourth-quarter and full-year 2025 results on Feb. 5. (Roblox Investor Relations)
One recurring concern is the legal risk Roblox faces amid a surge of child-safety lawsuits. Rising legal fees or mandated changes to its chat and discovery features could squeeze profit margins. (Reuters)
Roblox will next move the needle on Feb. 5, releasing earnings after the market closes and holding a call with investors.