Roblox Stock Trades at $61.83 After 43% Q4 Revenue Jump
Roblox stock traded at $61.83 on April 20th as the market weighed a bullish thesis built on Q4 2025 results. The latest quarter showed revenue rising 43% to $1.4 billion, with engagement and bookings moving sharply higher. For shareholders, the question is whether that pace can hold after a run that still left the stock 12.63% below the prior coverage level.
Phaetrix Flags 144 Million Users
Phaetrix, who laid out the bullish case on Substack, pointed to 144 million daily active users in Q4 2025 and 35 billion hours engaged. Those figures sit alongside bookings of $2.22 billion, a sign that use of the platform and spending inside it both expanded at the same time.
43% revenue growth to $1.4 billion gave the stock its main support, but the user mix sharpened the case. The 18+ adult cohort represented over 45% of daily active users and monetizes roughly 40% more than younger users, which means the engagement shift is not just about more time spent but also about a segment that converts at a higher rate.
90 Hedge Funds to 84
84 hedge fund portfolios held RBLX at the end of the fourth quarter, down from 90 in the previous quarter. That drop leaves Roblox outside the 40 Most Popular Stocks Among Hedge Funds, even as the operating numbers turned stronger. For investors tracking crowded ownership, the move suggests the stock still has room to gain interest if the growth trend persists.
12.63% stock depreciation since the prior coverage adds a second layer to the setup. The shares are trading off the earlier bullish call even after the company posted 63% bookings growth, 69% daily active-user growth to 144 million, and 88% growth in hours engaged to 35 billion, so the market is still deciding whether the quarter marked a durable step up or just one strong period.
April 20th Price Holds the Debate
$61.83 on April 20th keeps the argument centered on valuation against operating momentum. SuperJoost highlighted Roblox in May 2025 for strong revenue growth, record free cash flow, and expanding creator earnings, while the latest thesis argues the market underappreciates the durability of the engagement shift. If that shift holds, the next test is whether revenue, bookings, and user growth can keep moving together at the same pace.
