Roblox shares soar on optimistic annual bookings forecast and growing user base
The gaming platform expects fiscal 2026 bookings to exceed Wall Street estimates as daily active users surge. Shares rose 23 percent following the report.
Insights:
Roblox Corporation shares surged approximately 23% in after-hours trading on February 5, 2026, after the company issued a fiscal 2026 bookings forecast that significantly exceeded Wall Street expectations. The US 
US-based videogame platform projected bookings between $8.28 billion and $8.55 billion for the upcoming fiscal year, a range materially higher than the $7.87 billion consensus estimate provided by LSEG. The upbeat forecast and strong quarterly results reflect a period of robust player spending and engagement growth for the company.
US-based videogame platform projected bookings between $8.28 billion and $8.55 billion for the upcoming fiscal year, a range materially higher than the $7.87 billion consensus estimate provided by LSEG. The upbeat forecast and strong quarterly results reflect a period of robust player spending and engagement growth for the company.This optimistic outlook followed the release of strong fourth-quarter metrics, where Roblox Corporation reported bookings of $2.22 billion, surpassing analyst estimates. Engagement on the platform reached new heights as average daily active users climbed to 144 million, representing a 69% increase compared to the same period last year. The company noted that these results were driven by a surge in activity across its digital ecosystem.
