RBLX is trading at $82.17, up 7.1%, as investors show relief that the mandatory facial age verification implementation is viewed as a necessary compliance step that doesn't fundamentally alter growth prospects.
- The stock had a volatile start to 2026, falling over 10% due to concerns over December engagement deceleration.
- TD Cowen analyst Doug Creutz cited hours engaged growth slowing to 66% YoY in late December, a significant drop from 110% recorded in October.
- Today's gain suggests investor relief that the platform's underlying business momentum remains intact despite near-term headwinds.