Analysts expect Roblox to report Q1 2026 revenue of approximately $1.73 billion and a consensus EPS of -$0.43, while the stock currently trades near $57.52 against an average analyst target of $115.36.
Investors are primarily focused on the growth of Daily Active Users (DAUs), which are projected to reach 145.65 million as the platform expands its global reach.
Recent momentum has been driven by AI-powered discovery tools and the successful monetization of the 18-plus age cohort, which is growing faster than younger segments. However, rising developer exchange costs and increased regulatory scrutiny regarding child safety remain critical headwinds for sustaining long-term profitability.