异动解读 | Roblox盘后大涨16.39%,因年度预订额预测远超预期

异动解读02-06

Roblox Corporation (RBLX) 今日盘后股价大幅上涨16.39%,引起了市场的广泛关注。

消息面上,Roblox发布了强劲的财务预测,其预计2026财年的预订额将在82.8亿美元至85.5亿美元之间,显著高于华尔街分析师普遍预期的78.7亿美元。同时,公司公布的第四季度预订额为22.2亿美元,也超出了市场预期的20.5亿美元。此外,该平台第四季度日均活跃用户数同比增长69%,达到1.44亿,显示出用户参与度的强劲增长势头。

公司表示,为了适应平台的增长和加强安全措施,今年将对服务器基础设施和开发者激励进行投资,这可能导致利润率持平或略有下降。Roblox还宣布,2026年将是其提供全年财务预测的最后一年,此后将只提供季度指引。尽管年龄验证功能对用户参与度和预订量增长产生了一定影响,但公司整体的增长前景依然被市场看好。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment