Roblox Reports 70% User Growth in Q3, Revenue Hits $1.36 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy RBLX?
Source: Fool
- Significant User Growth: Roblox's daily active users reached 151.5 million in Q3, marking a 70% year-over-year increase, indicating the platform's sustained appeal and ability to attract more participants, which will drive future revenue growth.
- Substantial Revenue Increase: The company reported a 48% revenue growth to $1.36 billion in the quarter, reflecting that increased user engagement is directly translating into improved financial performance, thereby enhancing investor confidence in its long-term growth potential.
- Surge in Bookings: Roblox's bookings for Q3 hit $1.92 billion, up 70% year-over-year, showcasing not only increased user spending but also the effectiveness of its business model, which is expected to continue driving revenue growth in the future.
- Strong Cash Flow Performance: The company's operating cash flow reached $546 million in Q3, a 121% year-over-year increase, indicating that despite facing losses, Roblox can still generate robust cash flow, providing funding for future investments and expansion.
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Analyst Views on RBLX
Wall Street analysts forecast RBLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RBLX is 133.89 USD with a low forecast of 70.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
13 Buy
8 Hold
1 Sell
Moderate Buy
Current: 60.570
Low
70.00
Averages
133.89
High
180.00
Current: 60.570
Low
70.00
Averages
133.89
High
180.00
About RBLX
Roblox Corporation operates a platform for connection and communication (Roblox Platform), where every day, people come to create, play, work, learn, and connect with each other in experiences built by its global community of creators. The Company’s platform consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud. Roblox Client is an application that allows users to seamlessly explore 3D immersive experiences. Roblox Studio is the free toolset that allows developers and creators to build, publish, and operate three-dimensional (3D) immersive experiences and other content accessed with the Roblox Client. Roblox Cloud includes the services and infrastructure that power its Platform. The Company operates the Roblox Platform as a live service that allows users to play and socialize with others for free. The Company offers developers and creators the ability to build engaging, immersive experiences and marketplace items that they can easily share with the Roblox community.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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