异动解读 | Roblox盘中大跌22.91%，Q2业绩不及预期且Q3指引远逊于市场共识

异动解读

Jul 31

游戏平台Roblox Corporation(RBLX)今日盘中股价大跌22.91%，引发市场广泛关注。

消息面上，公司此前公布的2026年第二季度财报显示多项关键指标不及市场预期。尽管季度营收同比增长36%至14.7亿美元，超出市场预期的14.2亿美元，但预订额仅为15.6亿美元，低于市场预期的16亿美元，处于公司此前指引区间的下限。日活跃用户数为1.23亿，同样低于市场普遍预期的1.2871亿。公司表示，二季度美国和加拿大年轻用户群体的变现趋势走弱，同时平台内容发现算法调整也对用户增长和消费表现造成影响。

更令投资者担忧的是，公司给出的第三季度业绩指引大幅低于市场共识。Roblox预计第三季度预订额为15.8亿至16.5亿美元，同比可能下降14%至18%，明显低于市场此前约19亿美元的预期；预计季度营收为14.1亿至14.9亿美元，同样低于分析师预期。公司同时宣布不再提供全年业绩指引，称长期业务变化使年度指引参考意义有限。财报公布后，BTIG和Benchmark Equity Research分别将Roblox评级下调至"卖出"，进一步加剧了市场抛售压力。此外，欧盟确认Roblox用户数已超过《数字服务法》规定的4500万月活阈值，公司可能最早于8月被认定为"超大型在线平台"，面临更严格的合规义务，合规成本上升预期也对股价形成压制。

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