Roblox 25Q4业绩会：26年收入增长指引超预期，生态壁垒稳固，对AI态度积极乐观 25Q4收入增速63%，环比Q3降速幅度好于预期（假期效应+爆款回落，预期增速约53%），Q4 日活增长 69%至 1.44亿；同时指引26Q1增速50-54%，26年增速22-26%超预期（预期增速不足20%），反应DAU及时长增长可持续 （即使25年出现大爆款Growa Garden、 Steala Brainrot，市场担 Roblox 25Q4业绩会：26年收入增长指引超预期，生态壁垒稳固，对AI态度积极乐观 此外拥抱多类AI技术：已落地超400个自研AI系统/模型、发布AI建模工具Cube（含4D技术）、AI能力嵌入Roblox Studio开发工具，且优势在于高质量垂类数据（每年约3万小时的3D人类交互数据）。 Roblox波动或有此前估值高+爆款波动影响。 关于AI如何改变UGC平台：创作者生态和用户粘性是重要壁垒，世界模型是加速游戏开发的工具，并非替代创作 者-玩家互动生态，UGC平台也可以吸纳世界模型技术能力，进一步提升社区活跃度，但前提是良好的创作者生态 +及时把握技术变革机遇。 25Q4收入增速63 ...

Roblox Corporation (NYSE:RBLX) shares are trading higher on Monday, lifted by broad strength in the technology sector.The gaming platform’s gains came as the broader market advanced, with the Nasdaq Composite climbing 0.93% and the S&P 500 gaining 0.64% during Monday’s session.Strong Q4 Earnings BackdropThe stock’s momentum follows a strong fourth-quarter earnings report released on February 5.Roblox Corporation reported quarterly revenue of $2.22 billion, beating the analyst consensus estimate of $2.05 bil ...

Roblox Corporation (NYSE:RBLX) is one of the best IPO stocks to buy right now. On February 6, Citi analyst Jason Bazinet reduced the firm’s price target for Roblox to $119 from $152, while keeping a Buy rating. This adjustment reflects an update to the firm’s financial model following the company’s Q4 2025 results and accounts for recent multiple compression observed among Roblox’s industry peers. On the same day, Piper Sandler lowered the price target for Roblox Corporation (NYSE:RBLX) to $100 from $125 ...

The meme stock craze exploded in 2021 when Reddit’s WallStreetBets forum began buzzing about GameStop (GME). Hedge funds had heavily shorted the stock, which led to online retail traders speculating about a possible short squeeze. This skyrocketed GameStop’s share price within a short timeframe. Weeks later, the same happened to other stocks. If you’d invested $1,000 in some of these meme stocks back in 2016 or at their IPO for newer companies, your portfolio would look dramatically different today. Some ...

Roblox（RBLX.US）美东时间2月5日美股盘前发布了2025财年第四季度业绩。整体业绩Q4业绩整体看偏积极，虽然称不上炸裂，但主要使得压抑了许久 的市场情绪，借机得到了一些释放。 1.最大亮点——Bookings超预期：Q4流水增幅63%，虽相比巅峰的Q3有放缓，但超出市场预期。与此同时，公司对Q1（+50%～54%）以及2026全年的指 引（+22%～26%）也都超了一致预期。 对Roblox来说，流水比收入更具备前瞻性，因此也就更值得关注，这次Q4以及对今年Q1的指引均超预期。此前市场担心今年的高基数压力，预期流水增 速要低于一直以来的中长期指引20%。 5.现金流稳步改善：Q4自由现金流加速增长至7.5亿，同比150%的增长，占当期Bookings的22%，意味着每进入平台100美元，扣除基本的运营支出，约有 22美元留存在公司内部。截至年末，公司账上有45.4亿净现金，短期1年内可直接用的净现金为31亿。 而实际指引要更好一些，尤其是考虑到管理层一贯偏保守的指引风格，因此实际可能更优，这对情绪而言会是一个明显提振。 2.担忧缓解——用户生态健康：引发Roblox从11月至Genie影响之前跌跌 ...

Roblox Corp (NYSE:RBLX) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 5, Roblox (NYSE:RBLX) reported strong Q4 2025 results that, along with Q1 2026 guidance, exceeded Street expectations (as per CNBC report). While fourth-quarter bookings grew 63% to $2.22 billion, ahead of consensus at $2.05 billion, average daily active users rose 69% to 144 million, above the 138 million estimate. In addition, Q1 2026 bookings are expected to be between $1.69 and $1.74 billion, ahead of the ...

Hello and welcome to Asking for a Trend. I'm Jared Blickery and for the next half hour, we're breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we're going to be diving into. It was a wild week for markets. From a major route driven by tech to the Dow closing above 50,000 for the first time ever.We're digging into the trading action and Roblox shares rallying off the ...

欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 2月7日收盘：美股收高，道指首次突破5万点关口 2月7日美股成交额前20：英伟达结束五连跌，黄仁勋称AI资本支出可持续 2月7日热门中概股普涨 台积电涨5.53%，阿里巴巴涨3% 油价周五上涨 投资者关注美伊谈判 现货黄金涨3.78% 纽约期金本周涨5% 欧洲股市在震荡中走强 诺和诺德反弹抵消了Stellantis的重挫 比特币重返70000美元上方 几乎收复周四全部失地 宏观 白宫考虑对房屋建筑商启动反垄断调查 美国12月消费者信贷创出一年来最大增幅 超过经济学家预期 贝森特反驳他和特朗普针对美元发表不同看法的观点 美联储杰斐逊对经济前景持谨慎乐观态度，预计就业市场趋稳通胀回归目标 美伊核谈判"暂时"结束 伊朗外长离开阿曼首都 特斯拉高管表示正在加紧招聘，以支持马斯克扩大太阳能战略 黄仁勋称AI资本支出适当且可持续 英伟达结束连跌涨超7% 黄仁勋称6600亿美元AI资本支出建设具有可持续性 美司法部调查奈飞是否存在反竞争行为 苹果车载迎来战略转变 计划开放第三方语音AI助手 贝莱德的Rieder减持美国投资级和高收益债 称"非常喜欢"新兴市场 诺和 ...

All right, if you are a company doing something software related, it has been a tough week. As I just mentioned, quick moving AI developments out of Google and Anthropic has caused a major reset in software stock valuations. The fear here, the very business models of software companies, both large and small, are under fullon attack.Whether this proves true is anyone's guess. It's not like big software companies are involved in AI. That said, I am finding it refreshing right now when positive fundamental dev ...

Madden to Halftime: ETFs Behind Super Bowl LX | ETF TrendsETF Trends is now VettaFi. Read More -- Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the [Amplify Video Game Leaders ETF (GAMR)].This year's Super Bowl ETF story runs through gaming simulations, halftime entertainment sponsors, and the advertisers dominating commercial breaks — creating exposure across sector funds ...