News about Roblox

Roblox (RBLX) stock fell 18.1% on Friday, October 30, 2026, while the S&P 500 lost 1.8%. In the third quarter, Roblox had 138 million daily active users, down 9% from a year earlier, and hours spent fell 15% to 34 billion; news reports tied the drop to tougher child-safety measures. Revenue of $1.57 billion missed the $1.63 billion analysts expected, while the net loss narrowed to $227 million from $256 million. Management expects holiday-quarter bookings to fall 10% to 15% from a year earlier, partly due to the release of a new GTA game, which one news report identified as GTA VI. Peers such as Microsoft, Take-Two Interactive, Unity Software, Meta Platforms and Snap fell between 1.5% and 6.0% that day.

Roblox reported third-quarter bookings above the high end of its guidance, driven by retention at its highest level since 2021 and rising engagement. The platform had 138 million daily active users, up 12% sequentially, and nearly 34 billion engagement hours, up 17%. In the U.S., daily active users aged 18 and older grew 18% year over year, and adult users monetize at least 50% more than users under 18. Over 80% of the top 100 games by hours used AI in creation, and Roblox plans a broader U.S. rollout of its Build tool in December. However, the company expects fourth-quarter bookings to decline 10%–15% year over year as infrastructure and marketing spending rise.

Take-Two Interactive (TTWO) fell 5% to $197.72 and is down 23% year to date after Wells Fargo trimmed near-term bookings and adjusted EBITDA estimates on weaker assumptions for its basketball franchise and mobile business. Wells Fargo kept its Overweight rating and $300 price target because its Grand Theft Auto VI unit assumption sits well above what Take-Two's current fiscal-year guidance implies. The firm expects third-quarter fiscal 2027 guidance to come in below consensus. Roblox was flat at $49.60 and GameStop fell 0.5% to $27.11, while the broader S&P 500 ETF was down 0.1%, suggesting the decline is largely company-specific.