Roblox Corporation - Ordinary Shares - Class A
RBLX
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+ FollowMarket Cap$27B
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Earnings Call Q1 2026
April 30, 2026 - AI Summary
Strong Q1 Growth but Lowered Full-Year Guidance: Roblox reported Q1 revenue of $1.4 billion (up 39% YOY) and bookings of $1.7 billion (up 43% YOY). However, the company has revised its full-year revenue growth guidance to 20-25% (down from prior estimates of 22-26%) and bookings growth to 8-12%. This reflects anticipated continued pressure on user acquisition due to recent changes.
Impact of Age Checks on User Engagement: The introduction of age checks in January has led to a decline in Daily Active Users (DAUs) growth, impacting communications and organic sign-ups. While DAU growth was strong at 35% YOY, it has declined from previous high rates, and the company expects short-term challenges as users adapt and the new safety measures come into full effect.
Recognition of DAU Recovery in Q3: Roblox anticipates that DAUs will start growing again in Q3, driven by seasonal trends and upcoming product changes, including improvements in communication features and the rollout of age-based accounts. The company is focusing on driving growth particularly in the 18+ user segment, which has shown higher spending rates.
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$32.62
14% downside
Current Fair Value
14% downsideOvervalued by 14% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $27.00 Billion |
|---|---|
| Enterprise Value | $32.44 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $-1.54 |
| Beta | 1.41 |
| Outstanding Shares | 716,767,000 |
Return
| Return on Equity | -658.31% |
|---|---|
| Return on Assets | -10.27% |
| Return on Invested Capital | -31.50% |
Valuation & Multiples
| P/E Ratio | -26.43 |
|---|---|
| PEG | 77.13 |
| Price to Sales | 5.42 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 5.71 |
| Enterprise Value to EBIT | -24.37 |
| Enterprise Value to Net Income | -33 |
| Total Debt to Enterprise | 0.2 |
| Debt to Equity | 42.32 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$-0.34
Average shareholder expectationRevenue Estimate
$1.60 B
Average shareholder expectationNext Earnings Call
Expected Date
October 29, 2026
EPS Estimate
$-0.39
Average shareholder expectationRevenue Estimate
$1.64 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.3896▼ 55.68% |
|---|---|
| Total Calls | 983,000▼ 93.08% |
| Total Puts | 383,000▼ 97.15% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 15.65%▼ 61.76% |
|---|---|
| Total Invested | $6.06B▼ 80.25% |
| Investors Holding | 387▼ 506.00% |
ESG Score
No data
About Roblox Corporation
830 employeesRoblox's mission is to build a human co-experience platform that enables shared experiences among billions of users. Every day, more than 36 million people around the world have fun with friends as they explore millions of immersive digi...