Roku, Inc. (NASDAQ:ROKU – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the twenty-six research firms that are currently covering the company, Marketbeat reports. Four investment analysts have rated the stock with a hold rating, twenty-one have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $126.75.
ROKU has been the topic of several analyst reports. Benchmark reaffirmed a “buy” rating on shares of Roku in a research note on Wednesday, February 4th. Zacks Research raised shares of Roku from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Morgan Stanley set a $135.00 price objective on shares of Roku and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Jefferies Financial Group raised shares of Roku from a “hold” rating to a “buy” rating and lifted their target price for the stock from $100.00 to $135.00 in a research note on Thursday, December 11th. Finally, Rosenblatt Securities raised shares of Roku from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $106.00 to $118.00 in a research note on Friday, February 13th.
Get Our Latest Analysis on ROKU
Key Stories Impacting Roku
- Positive Sentiment: Jefferies says Roku’s upcoming Home Screen refresh could meaningfully boost revenue (introducing biddable performance tiles / auctioned prominent placements); shares jumped after the note. Roku set for revenue boost from Home Screen refresh, says Jefferies
- Positive Sentiment: Howdy is now available on Prime Video, opening an external distribution channel for Roku’s proprietary subscription content and creating potential subscriber and revenue upside. Roku Takes Howdy To Prime Video Opening New Growth Questions For Investors
- Positive Sentiment: Roku launched a standalone Howdy mobile app on iOS and Android, increasing on?the?go access and discoverability for the $2.99 subscription service. This expands addressable market beyond Roku hardware. Roku Introduces Howdy™ Mobile App, Expanding Affordable Ad-Free Streaming
- Positive Sentiment: Roku added a free channel dedicated to a fan?favorite film series, which helps content engagement and ad impressions on the platform. Roku just added a free channel dedicated to this fan-favorite film series
- Neutral Sentiment: Analyst and media comparisons (Roku vs. Netflix) highlight Roku’s ad?platform growth and lower valuation relative to peers — useful context for investors but not an immediate catalyst. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?
- Neutral Sentiment: With earnings season in focus, Roku’s recent quarterly beat keeps attention on subscriber and platform monetization trends going forward. Earnings Season Looms: Why It Matters
- Negative Sentiment: Some coverage highlights recent share?price volatility and mixed signals on valuation after short?term pullbacks, a reminder that momentum can be fragile despite product wins. Assessing Roku (ROKU) Valuation After Recent Share Price Swings And Mixed Earnings Signals
Roku Stock Up 7.2%
NASDAQ ROKU opened at $94.62 on Wednesday. Roku has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The stock has a market cap of $13.95 billion, a price-to-earnings ratio of 166.00 and a beta of 1.98. The business has a fifty day moving average of $94.47 and a 200-day moving average of $99.51.
Roku (NASDAQ:ROKU – Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. The business had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.35 billion. Roku had a return on equity of 3.40% and a net margin of 1.87%.The business’s revenue for the quarter was up 16.1% compared to the same quarter last year. During the same quarter last year, the company earned ($0.24) earnings per share. As a group, analysts anticipate that Roku will post -0.3 EPS for the current year.
Insider Buying and Selling at Roku
In other news, CFO Dan Jedda sold 15,000 shares of Roku stock in a transaction on Monday, March 16th. The stock was sold at an average price of $94.23, for a total value of $1,413,450.00. Following the completion of the sale, the chief financial officer owned 85,115 shares of the company’s stock, valued at $8,020,386.45. The trade was a 14.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Gilbert Fuchsberg sold 3,250 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total value of $310,602.50. Following the completion of the transaction, the insider owned 60,456 shares of the company’s stock, valued at $5,777,779.92. The trade was a 5.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 213,124 shares of company stock valued at $21,433,878. 13.98% of the stock is currently owned by insiders.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in Roku by 2.5% in the third quarter. Vanguard Group Inc. now owns 12,998,674 shares of the company’s stock valued at $1,301,557,000 after purchasing an additional 322,858 shares during the period. AQR Capital Management LLC raised its stake in Roku by 10.6% during the fourth quarter. AQR Capital Management LLC now owns 2,860,149 shares of the company’s stock worth $310,298,000 after purchasing an additional 274,024 shares during the period. Geode Capital Management LLC raised its stake in Roku by 7.3% during the fourth quarter. Geode Capital Management LLC now owns 2,464,130 shares of the company’s stock worth $267,389,000 after purchasing an additional 168,214 shares during the period. Holocene Advisors LP boosted its holdings in shares of Roku by 352.3% in the 3rd quarter. Holocene Advisors LP now owns 1,650,448 shares of the company’s stock valued at $165,259,000 after purchasing an additional 1,285,585 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. boosted its holdings in shares of Roku by 0.8% in the 4th quarter. Jacobs Levy Equity Management Inc. now owns 1,509,686 shares of the company’s stock valued at $163,786,000 after purchasing an additional 12,705 shares during the last quarter. Institutional investors and hedge funds own 86.30% of the company’s stock.
Roku Company Profile
Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.
At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.
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