Roku (NASDAQ:ROKU) Insider Sells $163,902.55 in Stock

Roku, Inc. (NASDAQ:ROKU) insider Charles Collier sold 1,715 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 value of $163,902.55. Following the sale, the insider directly owned 12,846 shares of the company’s stock, valued at approximately $1,227,692.22. This trade represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Charles Collier also recently made the following trade(s):

• On Thursday, March 5th, Charles Collier sold 1,715 shares of Roku stock. The stock was sold at an average price of $100.00, for a total value of $171,500.00.

Roku Trading Up 2.5%

Shares of Roku stock opened at $100.53 on Friday. The firm has a market cap of $14.82 billion, a P/E ratio of 176.37 and a beta of 1.98. Roku, Inc. has a 12 month low of $52.43 and a 12 month high of $116.66. The stock’s fifty day moving average price is $99.24 and its 200-day moving average price is $99.48.

Roku (NASDAQ:ROKU) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the previous year, the company posted ($0.24) earnings per share. The firm’s quarterly revenue was up 16.1% on a year-over-year basis. Analysts forecast that Roku, Inc. will post -0.3 earnings per share for the current year.

Trending Headlines about 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

Institutional Trading of Roku

Large investors have recently bought and sold shares of the stock. AQR Capital Management LLC raised its holdings in shares of Roku by 275.5% in the third quarter. AQR Capital Management LLC now owns 2,586,125 shares of the company’s stock worth $258,897,000 after buying an additional 1,897,407 shares during the last quarter. Tableaux LLC acquired a new stake in shares of Roku during the second quarter worth $1,746,000. Fred Alger Management LLC grew its holdings in shares of Roku by 7,087.7% during 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 during the last quarter. Holocene Advisors LP grew its holdings in shares of Roku by 352.3% during the third quarter. Holocene Advisors LP now owns 1,650,448 shares of the company’s stock valued at $165,259,000 after buying an additional 1,285,585 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Roku in the 4th quarter valued at $92,808,000. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on ROKU. Arete Research set a $132.00 price objective on shares of Roku and gave the company a “buy” rating in a research note on Monday, January 5th. JPMorgan Chase & Co. boosted their price objective on shares of Roku from $115.00 to $125.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Citigroup restated a “market outperform” rating on shares of Roku in a report on Monday. Moffett Nathanson reaffirmed a “neutral” rating and set a $100.00 target price on shares of Roku in a research report on Friday, February 13th. Finally, Pivotal Research lifted their price target on Roku from $135.00 to $140.00 and gave the company a “buy” rating in a report on Monday, February 16th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Roku currently has an average rating of “Moderate Buy” and a consensus price target of $125.40.

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.