Insider Selling: Roku (NASDAQ:ROKU) Insider Sells $310,602.50 in Stock

Roku, Inc. (NASDAQ:ROKU) insider Gilbert Fuchsberg sold 3,250 shares of Roku stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total transaction of $310,602.50. Following the sale, the insider directly owned 60,456 shares of the company’s stock, valued at $5,777,779.92. This trade represents a 5.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Gilbert Fuchsberg also recently made the following trade(s):

• On Friday, December 12th, Gilbert Fuchsberg sold 3,250 shares of Roku stock. The stock was sold at an average price of $108.78, for a total transaction of $353,535.00.

Roku Trading Up 2.5%

Shares of NASDAQ:ROKU opened at $100.53 on Friday. The firm has a market cap of $14.82 billion, a price-to-earnings ratio of 176.37 and a beta of 1.98. Roku, Inc. has a 1 year low of $52.43 and a 1 year high of $116.66. The business has a fifty day simple moving average of $99.24 and a 200 day simple moving average of $99.48.

Roku (NASDAQ:ROKU) last issued its earnings results on Thursday, February 12th. The company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. Roku had a return on equity of 3.40% and a net margin of 1.87%.The firm had revenue of $1.39 billion for the quarter, compared to the consensus estimate of $1.35 billion. During the same quarter in the previous year, the company posted ($0.24) earnings per share. The business’s quarterly revenue was up 16.1% compared to the same quarter last year. On average, sell-side analysts forecast that Roku, Inc. will post -0.3 EPS for the current year.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku rolled out “Roklue,” an interactive, gamified discovery feature (launched around the Oscars) designed to drive session time and steer viewers to new shows — a direct play to boost ad impressions and subscriptions. Roku Gamifies Movies and TV Show Lineup With Launch of ‘Roklue’
• Positive Sentiment: Analysts and commentary highlight Roku’s shift to profitability, record free cash flow and raised 2026 revenue targets (~$5.5B), which underpin upward estimate revisions and buy-side interest. ROKU Just Overtook the 200-Day Moving Average
• Positive Sentiment: ROKU has crossed above its 200‑day moving average — a technical signal that can attract momentum traders and supports the current rally. Zacks: Roku Just Overtook the 200-Day Moving Average
• Positive Sentiment: Feature improvements — Roku added a requested Search tool to its Live TV Guide and other discovery tools that should increase FAST engagement and ad monetization over time. Roku finally rolls out Search tool within the Live TV Guide users requested
• Neutral Sentiment: Device discounts (e.g., Roku Stick and a Hisense Roku TV on sale) can boost activations and platform scale but may compress near-term hardware margins — net effect depends on conversion to ads/subs. Hisense 32-Inch Smart Roku TV Drops Under $100
• Neutral Sentiment: Ongoing media coverage and “is it a buy?” pieces reflect growing optimism but also highlight valuation/execution questions; consensus still skews to Moderate Buy with a mid‑$120s target. Is Roku (ROKU) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Management outreach: CFO Dan Jedda will speak at Deutsche Bank’s Media/Internet conference next week — could provide incremental color but typically moves the stock only if new guidance or metrics are disclosed. Roku CFO to Participate in Fireside Chat
• Negative Sentiment: Clustered insider selling — multiple insiders (SVP, director, CAO and others) disclosed sales totaling several thousand shares at ~$95–$100. While possibly routine, clustered sales can create short‑term selling pressure and raise investor questions about insider conviction. Insider Form 4 Filings

Analyst Ratings Changes

Several analysts have commented on the stock. Weiss Ratings raised shares of Roku from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Tuesday, February 17th. Guggenheim raised their price target on shares of Roku from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, December 4th. UBS Group reiterated a “neutral” rating and issued a $110.00 price objective on shares of Roku in a report on Friday, February 13th. Benchmark reissued a “buy” rating on shares of Roku in a research report on Wednesday, February 4th. Finally, Wall Street Zen upgraded Roku from a “hold” rating to a “buy” rating in a report on Sunday, December 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $125.40.

Institutional Trading of Roku

Large investors have recently modified their holdings of the company. Hsbc Holdings PLC grew its stake in Roku by 21.2% in the 4th quarter. Hsbc Holdings PLC now owns 16,733 shares of the company’s stock valued at $1,837,000 after buying an additional 2,929 shares during the last quarter. Bank of Hawaii acquired a new position in Roku during the 4th quarter worth $2,007,000. Kera Capital Partners Inc. boosted its holdings in Roku by 40.5% during the fourth quarter. Kera Capital Partners Inc. now owns 5,563 shares of the company’s stock valued at $604,000 after acquiring an additional 1,603 shares during the period. Virtu Financial LLC acquired a new stake in shares of Roku in the fourth quarter valued at about $1,112,000. Finally, Compound Planning Inc. grew its position in shares of Roku by 32.4% in the fourth quarter. Compound Planning Inc. now owns 3,688 shares of the company’s stock valued at $400,000 after purchasing an additional 902 shares during the last quarter. 86.30% of the stock is owned by institutional investors.

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.