• Roblox stock is gaining positive traction. What’s driving RBLX shares up?

Roblox reported a fourth‑quarter loss of 45 cents per share, beating expectations for a 48 cents loss. Revenue surged by $860 million from the same period last year, reflecting continued strength in user engagement and platform spending.

For the first quarter, the company expects sales between $1.69 billion and $1.74 billion, above the $1.677 billion analyst estimate. Roblox also projected full‑year 2026 sales of $8.282 billion to $8.553 billion, well ahead of the Street's $7.871 billion forecast.

Consistent Execution

Roblox has built a pattern of consistent execution, beating earnings estimates in each of the past four quarters. Last quarter, the company topped EPS expectations by 15 cents, which pushed shares slightly higher the following day. In the third-quarter of 2025, Roblox reported revenue of $1.92 billion versus $1.70 billion expected, and a loss of 37 cents per share, beating estimates for a 52 cents loss.

What Do Analysts Have To Say?

Roblox has recently seen a number of positive ratings from various analysts amid its strong earnings report and issued guidance. On Feb. 6, Piper Sandler reiterated an Overweight rating and set a target of $100, down from a previous target of $125. Similarly, Morgan Stanley maintained an Overweight rating, albeit with a reduced target of $140, down from $155. On the other hand, Wedbush reiterated an Outperform rating with a $110 target for the company.

In addition to these, Needham maintained a Buy rating but reduced their target from $159 to $105. BTIG also reiterated a Buy rating, setting a target of $141 for Roblox. The overall trend appears positive, despite some adjustments to the target prices. These actions suggest that analysts remain confident about Roblox’s potential growth in the market.

RBLX Price Action: Roblox shares were up 7.31% at $65.00 at the time of publication on Friday, according to Benzinga Pro.

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