Roku, Inc. (NASDAQ:ROKU) Receives $156.17 Consensus Price Target from Analysts

by · The Cerbat Gem

Shares of Roku, Inc. (NASDAQ:ROKU – Get Free Report) have received an average recommendation of “Hold” from the twenty-seven research firms that are currently covering the firm, MarketBeat Ratings reports. Nineteen equities research analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $156.1667.

A number of research firms have recently commented on ROKU. Seaport Research Partners cut Roku from a “buy” rating to a “neutral” rating in a research note on Friday, August 7th. Wolfe Research cut Roku from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, June 16th. Morgan Stanley increased their price objective on shares of Roku from $150.00 to $170.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. KeyCorp downgraded Roku from an “overweight” rating to a “sector weight” rating in a report on Monday, June 15th. Finally, William Blair cut shares of Roku from an “outperform” rating to a “market perform” rating in a research note on Monday, June 15th.

Read Our Latest Research Report on ROKU

Insiders Place Their Bets

In other news, insider Charles Collier sold 20,538 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $145.93, for a total value of $2,997,110.34. Following the sale, the insider directly owned 15,200 shares in the company, valued at $2,218,136. The trade was a 57.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Christopher T. Handman sold 2,999 shares of Roku stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $155.64, for a total transaction of $466,764.36. Following the transaction, the senior vice president directly owned 8,997 shares of the company’s stock, valued at $1,400,293.08. The trade was a 25.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 112,285 shares of company stock worth $16,939,414 over the last ninety days. 13.45% of the stock is owned by company insiders.

Institutional Trading of Roku

Several hedge funds have recently modified their holdings of ROKU. Arrowstreet Capital Limited Partnership increased its position in Roku by 229.5% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,038,347 shares of the company’s stock worth $192,868,000 after purchasing an additional 1,419,772 shares during the period. Fred Alger Management LLC boosted its stake in shares of Roku by 7,087.7% in the fourth quarter. Fred Alger Management LLC now owns 1,421,440 shares of the company’s stock valued at $154,212,000 after buying an additional 1,401,664 shares in the last quarter. HBK Investments L P acquired a new position in Roku during the second quarter worth $163,604,000. Norges Bank acquired a new position in Roku during the fourth quarter worth $92,808,000. Finally, Janus Henderson Group PLC raised its position in Roku by 1,320.4% in the first quarter. Janus Henderson Group PLC now owns 834,619 shares of the company’s stock worth $78,967,000 after acquiring an additional 775,861 shares in the last quarter. 86.30% of the stock is owned by hedge funds and other institutional investors.

More Roku News

Here are the key news stories impacting Roku this week:

  • Positive Sentiment: Roku Labs expands product innovation: Roku introduced a new Labs hub that gives U.S. users early access to experimental apps and features, including potential improvements to search, voice controls and the viewing experience. The program could increase engagement and provide Roku with direct feedback before wider launches. Roku’s new Labs hub brings experimental apps to the big screen
  • Positive Sentiment: More subscription bundles and platform updates: Roku added more than 30 streaming bundles offering savings of up to 30%, alongside a redesigned home screen rolling out in additional markets such as Brazil and Mexico. The initiatives may improve customer value, subscription discovery and platform usage, although discounting could limit near-term revenue per user. Roku Just Added More Than 30 Streaming Bundles to Help People Save Money
  • Neutral Sentiment: Broader ecosystem and content push: Roku is promoting new platform features, experimental applications, Roku City programming including an exclusive Luke Bryan concert, and a discounted Streambar SE. These announcements may support brand visibility and engagement but are unlikely to materially change near-term financial results. New Roku Labs Brings Engineers’ Innovation Directly To Viewers
  • Negative Sentiment: Fox acquisition faces deeper regulatory review: The U.S. Department of Justice issued a second request for information regarding Fox Corporation’s proposed acquisition of Roku. Although the companies reportedly still expect closing in the first half of 2027, the review extends the process and increases uncertainty around timing and deal completion. Fox Faces a Deeper DOJ Review of Roku
  • Negative Sentiment: CFO insider sale: CFO Dan Jedda sold 7,000 shares worth approximately $1.1 million, reducing his direct holdings by 8.56%. The sale occurred under a pre-arranged Rule 10b5-1 plan, which reduces its value as a bearish signal, but it can still pressure investor sentiment. Roku CFO Form 4 Insider Sale

Roku Trading Down 0.3%

ROKU opened at $153.64 on Wednesday. The stock has a market capitalization of $22.80 billion, a P/E ratio of 65.66 and a beta of 2.05. The stock has a 50-day moving average price of $151.49 and a 200-day moving average price of $129.22. Roku has a 12-month low of $78.53 and a 12-month high of $159.89.

Roku (NASDAQ:ROKU – Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates of $0.61 by $0.47. Roku had a return on equity of 13.73% and a net margin of 6.82%.The company had revenue of $1.35 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the firm posted $0.07 EPS. Roku’s revenue for the quarter was up 21.9% compared to the same quarter last year. On average, equities research analysts predict that Roku will post 2.85 EPS for the current year.

Roku Company Profile

(Get Free Report)

Roku, Inc (NASDAQ: ROKU) operates a television streaming platform that connects consumers with digital entertainment. Its Roku operating system powers streaming players, Roku-branded televisions and smart-TV products made by licensing partners. The platform provides access to streaming services, live television, movies, music and other applications.

The company also operates The Roku Channel, its own ad-supported streaming service offering licensed and original content, including movies, television programs, live channels and premium subscription options.

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