Roblox (RBLX) Suffers a Larger Drop Than the General Market: Key Insights

By Zacks Equity Research | January 20, 2026, 6:00 PM

Roblox (RBLX) ended the recent trading session at $78.84, demonstrating a -9.67% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 2.06%. Meanwhile, the Dow lost 1.76%, and the Nasdaq, a tech-heavy index, lost 2.39%.

Shares of the online gaming platform have appreciated by 6.47% over the course of the past month, outperforming the Consumer Discretionary sector's loss of 2.08%, and the S&P 500's gain of 1.63%.

The upcoming earnings release of Roblox will be of great interest to investors. The company's earnings report is expected on February 5, 2026. In that report, analysts expect Roblox to post earnings of -$0.49 per share. This would mark a year-over-year decline of 48.48%. Alongside, our most recent consensus estimate is anticipating revenue of $2.07 billion, indicating a 52.1% upward movement from the same quarter last year.

For the full year, the Zacks Consensus Estimates project earnings of -$1.58 per share and a revenue of $6.64 billion, demonstrating changes of -9.72% and 0%, respectively, from the preceding year.

Any recent changes to analyst estimates for Roblox should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 1.96% higher within the past month. Right now, Roblox possesses a Zacks Rank of #2 (Buy).

The Gaming industry is part of the Consumer Discretionary sector. This industry currently has a Zacks Industry Rank of 208, which puts it in the bottom 16% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

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Roblox Corporation (RBLX): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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