NEW YORK, Feb 10, 2026, 14:00 EST — Regular session
- After surging the day before, Roblox shares slipped 0.8% in afternoon trading.
- Australia is pushing for immediate discussions on grooming and graphic-content issues, with the regulator set to evaluate safety measures
- Facing increased scrutiny, Roblox highlights fresh safety collaborations and wider age-check implementation
Roblox Corp (RBLX) shares dropped 0.8% to $72.89 in afternoon trading Tuesday, retreating after a more than 10% surge the previous day. (Investing)
This shift is crucial as Roblox faces pressure to demonstrate its safety measures can handle large-scale use. Since the platform revolves around user-generated content and communication, stricter age verification and interaction restrictions could change how users engage — and drive up expenses.
The pressure comes at a time when investors were getting more optimistic. Last week, Roblox forecasted fiscal 2026 bookings—its measure of user spending, including deferred revenue—between $8.28 billion and $8.55 billion, surpassing Wall Street’s estimates. (Reuters)
Australia’s Communications Minister Anika Wells announced she’s reached out to Roblox for a meeting following reports of child grooming and graphic content on the platform. The eSafety Commissioner also plans to put Roblox’s age-based safety features to the test. The regulator warned the company could face fines up to A$49.5 million under online child-protection laws if it doesn’t comply. (Reuters)
On Tuesday, Roblox stepped into the safety conversation, marking Safer Internet Day by announcing expanded safety partnerships. Among these is a new collaboration with the Mental Health Coalition. The company also noted “strong early adoption” of its age-check system for chat access. Chief Safety Officer Matt Kaufman emphasized their goal to deliver a “safe, positive, and civil experience.” (Roblox)
Scrutiny isn’t limited to Australia. In late January, a Dutch consumer watchdog launched an investigation into whether Roblox is doing enough to safeguard minors under the EU’s Digital Services Act. The company insists it is committed to compliance. (Reuters)
Wall Street is turning more optimistic after the earnings reset. On Monday, Roth Capital bumped Roblox’s rating from “Neutral” to “Buy” and lifted its price target to $84. The firm pointed to a “strong, sustainable virtuous circle” driven by development tools and expects bookings to grow more than 20% annually over the coming years. (TipRanks)
Risk appetite cooled on Tuesday, with the S&P 500 and Nasdaq slipping slightly. Roblox swung within a broad range following Monday’s jump, as investors balanced the lift from an upgrade with ongoing concerns about safety and regulation.
The downside is clear. Should regulators impose stricter age verification, add more hurdles in chat, or enforce tougher content controls, Roblox might see compliance costs rise and user engagement slow down — a real issue for a business built on time spent and in-platform purchases driving growth.
Investors are now waiting on Roblox’s take regarding Australia’s call for negotiations and any results from the eSafety Commissioner’s recent tests. On top of that, Friday’s U.S. consumer price index report could shake up growth stock valuations fast. (Bls)
