RBLXRoblox Corporation
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.32Beat
- vs −$0.41 expected on Oct 29
- Stock move on it
- −18.05%
- one session
- Typical move
- ±22.5%
- average over 2 reports
- Price
- $51.44
- −2.23% today · $41.6B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | −$0.41 | Beat−$0.32 | −18.05% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | −$0.35 | Missed−$0.41 | −26.85% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 29, 2026 numbers are in the table above.
Roblox EPS Misses by 24% as Revenue Growth Fails to Offset User Growth Concerns. Stock Plunges 27%
Roblox reported Q2 2026 EPS of -$0.41, a 24.2% miss vs. the -$0.33 consensus, sending shares down 26.85% on the day. Revenue growth remains strong at +38.1% TTM, but the market is punishing the company for a widening loss and disappointing user growth metrics, with the stock now trading 74% below its year-ago level.
Reported against expected
MissedEPS of -$0.41 missed the consensus estimate of -$0.33 by $0.08 (-24.2%), a clear miss.
Guidance
Guidance signal is not explicitly provided in the payload, but the 27% stock collapse and post-earnings narrative suggest a weak bookings or user growth outlook.
How the stock reacted
Stock fell 26.85% on the day to $35.60, with volume surging to 60.9M shares (vs. 90-day avg ~10M), indicating a severe negative reaction.
What changed
EPS miss of 24% and likely weak forward guidance triggered a 27% stock collapse.
What the price now assumes
Market is pricing in a growth deceleration and margin deterioration, as evidenced by the -27% one-day drop.
What it means for the business
Downgrade bias. watch next quarter's bookings and user metrics for a potential thesis reset.
The next one to three months, as we saw it then
Better case20%
Revenue growth re-accelerates and margins improve as cost controls take effect, reversing the post-earnings selloff.
Base case50%
Revenue growth remains solid but user growth stagnates, keeping the stock range-bound between $30-$40 as the market waits for a clearer catalyst.
Worse case30%
User growth continues to decelerate and margins fail to improve, leading to further multiple compression and a test of the $30 low.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Consider entry only after Q3 2026 guidance shows user growth re-acceleration. no-trade if the stock fails to hold $30 support.
Scenario odds are a judgement, not measured.