TLDR
- Roblox stock jumped ~9.5% Monday, trading around $46.93, as investors bought the dip following last week’s guidance cut debate.
- Daily active users surged 35% year-over-year to 132 million, while bookings rose 43% to $1.7 billion.
- Average monthly unique payers climbed 52% to 31 million, pointing to stronger monetization.
- Management cut fiscal 2026 adjusted revenue guidance to $7.33B–$7.6B, down from $8.28B–$8.55B.
- RBLX remains technically weak — trading below its 20, 50, 100, and 200-day moving averages.
Roblox (RBLX) stock jumped nearly 10% on Monday, trading around $46.93, as investors re-evaluated the stock after last week’s sharp guidance cut sparked a sell-off. The move looks like a classic dip-buy response — the numbers underneath the headline still look healthy.
Daily active users hit 132 million, up 35% year-over-year. That’s not a number you ignore.
Bookings climbed 43% to $1.7 billion for the quarter, blowing past expectations. Average monthly unique payers rose 52% to 31 million — a sign that the platform isn’t just attracting users, it’s getting them to spend.
So why did the stock get hit in the first place?
Earlier this month, management slashed fiscal 2026 adjusted revenue guidance to a range of $7.33 billion to $7.6 billion. That’s a steep step down from the prior outlook of $8.28 billion to $8.55 billion. Second-quarter guidance also came in light, at $1.55 billion to $1.61 billion, versus a Street consensus of around $1.83 billion.
That kind of gap between engagement momentum and revenue guidance is the tension driving the stock.
Engagement vs. Revenue: The Core Debate
Bulls are leaning hard on the usage data. Over 130 million people logging in daily, and monthly payers crossing 31 million, is a real business signal. Dip-buyers appear willing to look past the guide-down, betting that revenue eventually follows engagement.
Bears, however, point to the guidance reset as a structural concern — not just a one-quarter blip. When management pulls forecasts down by nearly $1 billion, the market has to reprice what the business is actually worth.
That debate isn’t going away anytime soon.
Technical Picture Remains Challenging
Despite Monday’s pop, the chart tells a tough story. RBLX is trading 5.5% below its 20-day moving average, 13.5% below its 50-day, 25.9% below its 100-day, and a full 48% below its 200-day moving average.
A death cross formed back in December 2025, and the MACD remains below its signal line with a negative histogram — momentum hasn’t rebuilt yet.
Key resistance sits around $60, near the 50-day moving average zone where rallies in downtrends tend to stall. Key support is around $42, close to the bottom of the current 52-week range.
The stock is down 47% year-to-date.
Roblox generates revenue by taking a cut of in-game purchases made using its Robux virtual currency, as well as through advertising on its platform.
At time of publication Monday, RBLX was trading up 9.52% at $46.93, according to Benzinga Pro data.
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