Why did Roblox stock jump after hours on February 5?

Roblox beat Q4 bookings expectations with $2.22 billion and guided 2026 bookings to $8.28–$8.55 billion, above consensus. Daily active users reached 144 million, up 69%, signaling strong engagement. The combination of beat and higher long-term outlook drove a sharp 20% to 23% after-hours move.

Is Roblox stock a buy after the 20% plus pop?

It depends on risk tolerance. The growth story improved, but Roblox is still unprofitable and trades near 9.6x TTM sales. Sentiment is supportive, with more Buy than Hold or Sell ratings. Consider scaling in on pullbacks and monitor bookings, margins, and free cash flow for confirmation.

What metrics should investors track next?

Focus on gross bookings growth, daily active users, and time spent, which drive monetization. Watch margin trends and free cash flow to gauge operating leverage. Also track ad platform progress and creator economics, since incremental revenue streams can lift average bookings per user over time.

What are the main risks with Roblox stock now?

Key risks include ongoing losses, high volatility, and execution demands to hit the 2026 bookings target. Stock-based compensation is sizable, and debt metrics are elevated. Any slowdown in user growth, regulatory pressures, or content safety costs could weigh on margins and valuation.

Global Market Insights

RBLX Stock Today: February 05 — 23% After-Hours Surge on Bookings Beat

ByHuzaifa Zahoor February 6, 2026February 6, 2026

Roblox stock ripped higher after hours on February 5, rising about 23% as Roblox (RBLX) beat on Q4 bookings and issued a strong 2026 outlook. Management reported bookings of $2.22 billion, topping estimates, and guided full-year 2026 bookings to $8.28–$8.55 billion. Daily active users rose 69% to 144 million, signaling deeper engagement. We explain what this beat-and-raise means for U.S. investors, how it affects valuation and risk, and key levels to watch after the surge in Roblox stock.