Analysts Set Roku, Inc. (NASDAQ:ROKU) PT at $118.12

Shares of Roku, Inc. (NASDAQ:ROKU) have been assigned an average rating of “Moderate Buy” from the twenty-nine research firms that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation and twenty-three have issued a buy recommendation on the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $118.12.

ROKU has been the topic of several recent research reports. KeyCorp reissued an “overweight” rating and issued a $116.00 price target on shares of Roku in a report on Tuesday, October 28th. Citigroup reiterated an “outperform” rating on shares of Roku in a research note on Friday. Susquehanna restated a “positive” rating and set a $130.00 price target on shares of Roku in a research report on Friday, October 31st. Wells Fargo & Company reiterated an “overweight” rating on shares of Roku in a research report on Monday, January 5th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Roku in a research note on Friday, October 31st.

Insiders Place Their Bets

In related news, insider Charles Collier sold 118,088 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $115.00, for a total value of $13,580,120.00. Following the sale, the insider directly owned 200 shares in the company, valued at $23,000. This trade represents a 99.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Dan Jedda sold 3,000 shares of Roku stock in a transaction on Monday, November 17th. The shares were sold at an average price of $99.09, for a total value of $297,270.00. Following the sale, the chief financial officer directly owned 77,420 shares in the company, valued at $7,671,547.80. The trade was a 3.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 318,282 shares of company stock valued at $34,335,889. 13.98% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Roku

Several institutional investors have recently bought and sold shares of the stock. Aventura Private Wealth LLC bought a new stake in Roku during the 4th quarter valued at $26,000. Westfuller Advisors LLC purchased a new stake in shares of Roku during the third quarter worth about $30,000. Root Financial Partners LLC bought a new stake in shares of Roku in the third quarter worth about $33,000. Cornerstone Planning Group LLC grew its stake in shares of Roku by 20,450.0% in the third quarter. Cornerstone Planning Group LLC now owns 411 shares of the company’s stock worth $41,000 after purchasing an additional 409 shares during the last quarter. Finally, Rakuten Securities Inc. increased its holdings in Roku by 55.6% during the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock valued at $39,000 after purchasing an additional 158 shares during the period. Institutional investors and hedge funds own 86.30% of the company’s stock.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Evercore upgraded ROKU to Outperform and said the stock can rise roughly 31%, highlighting stronger monetization and upside from ad & subscription initiatives. This upgrade and the bullish note likely boosted investor optimism and buying interest. Roku Stock Can Rise Another 31%, Analyst Says Analyst Note on Upside
• Positive Sentiment: Roku is expanding its $3/mo ad-free channel “Howdy” beyond Roku devices, signaling a push to scale subscription revenue and compete cross-platform — a clear monetization lever investors favor. Roku’s $3 streaming service Howdy will be coming to other platforms, CEO says Roku is expanding this paid feature to more devices
• Positive Sentiment: Consensus analyst rating updated to “Moderate Buy,” reinforcing a constructive sell-side view that can support further inflows from institutional and retail investors. Roku Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: CEO remarks covered new strategic bets (including predicting an AI‑generated hit movie within ~3 years) and reiterated product moves; these are forward‑looking but speculative and may matter more for longer-term sentiment than immediate earnings. Roku CEO Talks New $3/Month Ad-Free Streamer, Predicts First ‘100% AI-Generated Hit Movie’
• Negative Sentiment: Insider selling was reported in multiple notes and has coincided with intraday weakness in the stock; while insider sales aren’t always a signal of company health, they can trigger short-term selling pressure and amplify volatility. Roku Shares Down on Insider Selling Roku Trading Down Following Insider Selling

Roku Stock Up 2.1%

Shares of NASDAQ:ROKU opened at $111.17 on Friday. The company has a market cap of $16.43 billion, a PE ratio of -555.82 and a beta of 1.95. Roku has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The firm has a 50-day simple moving average of $104.14 and a 200 day simple moving average of $97.36.

Roku (NASDAQ:ROKU) last issued its earnings results on Thursday, October 30th. The company reported $0.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.07 by $0.09. The firm had revenue of $1.21 billion for the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative net margin of 0.61% and a negative return on equity of 1.08%. Roku’s revenue was up 14.0% on a year-over-year basis. During the same quarter last year, the company posted ($0.06) earnings per share. As a group, research analysts forecast that Roku will post -0.3 EPS for the current fiscal year.

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.