Roblox shares have fallen roughly 36% year-to-date as the company faces declining daily active users and disappointing forward guidance. Daily active users dropped from 152 million in the third quarter of 2025 to 144 million in the fourth quarter and 132 million in the first quarter of 2026, partly due to new facial age checks that restrict younger users. The company reported 39% year-over-year revenue growth in the first quarter but expects full-year revenue growth of only 20% to 25% and bookings growth of just 8% to 12%, signaling a sharp deceleration. Roblox closed the first quarter with $1.7 billion in bookings and $1.4 billion in sales, providing limited revenue visibility. The stock's decline and weak outlook raise questions about its ability to rebound.
Roblox CorpDeclining daily active users and weak forward guidance signal falling end-user demand for Roblox's platform.
NVIDIA Corporation