Equities Analysts Issue Forecasts for Roku Q2 Earnings

Roku, Inc. (NASDAQ:ROKU) – Research analysts at Wedbush issued their Q2 2026 earnings estimates for Roku in a report issued on Monday, April 28th. Wedbush analyst A. Reese expects that the company will post earnings per share of $0.00 for the quarter. Wedbush has a “Outperform” rating and a $100.00 price objective on the stock. The consensus estimate for Roku’s current full-year earnings is ($0.30) per share. Wedbush also issued estimates for Roku’s Q3 2026 earnings at $0.42 EPS and Q4 2026 earnings at $0.47 EPS.

Roku (NASDAQ:ROKU) last issued its quarterly earnings data on Thursday, May 1st. The company reported ($0.19) earnings per share for the quarter, topping the consensus estimate of ($0.27) by $0.08. Roku had a negative net margin of 3.15% and a negative return on equity of 5.34%. The firm had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $1.01 billion. During the same period in the prior year, the firm earned ($0.35) earnings per share. The company’s quarterly revenue was up 15.8% compared to the same quarter last year.

A number of other brokerages have also commented on ROKU. Moffett Nathanson upgraded Roku from a “sell” rating to a “neutral” rating and set a $70.00 price objective for the company in a research report on Tuesday, March 4th. JMP Securities reissued a “market outperform” rating and set a $95.00 price target on shares of Roku in a research note on Thursday, April 24th. Compass Point began coverage on shares of Roku in a report on Sunday, March 23rd. They issued a “buy” rating on the stock. FBN Securities assumed coverage on shares of Roku in a report on Friday, March 28th. They set an “outperform” rating and a $93.00 target price for the company. Finally, UBS Group cut their price target on Roku from $90.00 to $72.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 15th. One investment analyst has rated the stock with a sell rating, six have assigned a hold rating, sixteen have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. According to MarketBeat, Roku has an average rating of “Moderate Buy” and an average target price of $90.39.

Roku Stock Down 1.3 %

Shares of NASDAQ:ROKU opened at $67.27 on Wednesday. Roku has a 12 month low of $48.33 and a 12 month high of $104.96. The firm has a market cap of $9.82 billion, a P/E ratio of -75.58 and a beta of 2.17. The company’s 50-day moving average price is $69.14 and its two-hundred day moving average price is $75.29.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of ROKU. Geneos Wealth Management Inc. boosted its holdings in shares of Roku by 369.9% in the 4th quarter. Geneos Wealth Management Inc. now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 270 shares in the last quarter. Garde Capital Inc. bought a new stake in Roku in the 1st quarter worth approximately $25,000. Vision Financial Markets LLC purchased a new stake in Roku in the fourth quarter worth approximately $30,000. Golden State Wealth Management LLC boosted its stake in Roku by 125.4% in the first quarter. Golden State Wealth Management LLC now owns 444 shares of the company’s stock worth $31,000 after buying an additional 247 shares in the last quarter. Finally, Princeton Global Asset Management LLC bought a new position in Roku during the first quarter valued at approximately $35,000. 86.30% of the stock is currently owned by institutional investors.

Insider Activity at Roku

In other news, insider Charles Collier sold 7,181 shares of Roku stock in a transaction dated Tuesday, March 4th. The shares were sold at an average price of $78.25, for a total value of $561,913.25. Following the completion of the transaction, the insider now owns 7,380 shares in the company, valued at $577,485. This trade represents a 49.32 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Anthony J. Wood sold 4,600 shares of the stock in a transaction on Thursday, March 20th. The stock was sold at an average price of $75.00, for a total value of $345,000.00. Following the sale, the chief executive officer now owns 6,243 shares in the company, valued at approximately $468,225. This represents a 42.42 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 71,905 shares of company stock worth $6,560,876. Insiders own 13.98% of the company’s stock.

About Roku

Roku, Inc, together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.