Roku (NASDAQ:ROKU) Stock Price Expected to Rise, Bank of America Analyst Says

Roku (NASDAQ:ROKU) had its price target lifted by investment analysts at Bank of America from $115.00 to $140.00 in a report issued on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Bank of America‘s target price points to a potential upside of 26.69% from the company’s previous close.

A number of other equities research analysts have also recently issued reports on the company. UBS Group upped their target price on Roku from $95.00 to $103.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Zacks Research downgraded shares of Roku from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Jefferies Financial Group upgraded shares of Roku from a “hold” rating to a “buy” rating and lifted their target price for the stock from $100.00 to $135.00 in a report on Thursday, December 11th. Arete upgraded shares of Roku from a “neutral” rating to a “buy” rating and set a $132.00 price target for the company in a report on Monday, January 5th. Finally, Benchmark reaffirmed a “buy” rating on shares of Roku in a research report on Monday, October 27th. Twenty-three analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $119.32.

Roku Price Performance

Roku stock opened at $110.51 on Monday. Roku has a one year low of $52.43 and a one year high of $116.66. The company’s fifty day moving average price is $104.27 and its two-hundred day moving average price is $97.70. The company has a market capitalization of $16.33 billion, a price-to-earnings ratio of -552.52 and a beta of 1.95.

Roku (NASDAQ:ROKU) last announced its quarterly earnings results on Thursday, October 30th. The company reported $0.16 earnings per share for the quarter, topping analysts’ consensus estimates of $0.07 by $0.09. The company had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.The business’s quarterly revenue was up 14.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.06) earnings per share. As a group, sell-side analysts anticipate that Roku will post -0.3 earnings per share for the current year.

Insider Activity at Roku

In other Roku news, CEO Anthony J. Wood sold 50,000 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $103.86, for a total value of $5,193,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Gilbert Fuchsberg sold 3,250 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $108.78, for a total value of $353,535.00. Following the completion of the sale, the insider owned 59,094 shares of the company’s stock, valued at $6,428,245.32. This represents a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 315,282 shares of company stock worth $34,048,429 over the last ninety days. Corporate insiders own 13.98% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Empowered Funds LLC increased its holdings in Roku by 18.6% in the 1st quarter. Empowered Funds LLC now owns 3,291 shares of the company’s stock valued at $232,000 after buying an additional 515 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Roku by 15.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 610,868 shares of the company’s stock valued at $43,030,000 after acquiring an additional 83,677 shares in the last quarter. Focus Partners Wealth bought a new stake in Roku in the first quarter valued at about $229,000. Strs Ohio acquired a new position in Roku in the first quarter worth about $3,984,000. Finally, Voya Investment Management LLC raised its position in Roku by 5.4% in the first quarter. Voya Investment Management LLC now owns 40,288 shares of the company’s stock worth $2,838,000 after purchasing an additional 2,062 shares in the last quarter. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Bank of America raised its price target on ROKU from $115 to $140 and maintained a “buy” rating, implying roughly a 26.7% upside from the recent trading level — a strong analyst endorsement that can support upward momentum in the shares. Bank of America raises Roku price target
• Positive Sentiment: Roku added six free channels (including sports and game-show content) to its platform — content expansion that can increase user engagement and ad inventory, which is constructive for platform revenue over time. Your Roku just got 6 new free channels
• Positive Sentiment: Multiple sell-side and research pieces (Zacks coverage) are highlighting Roku as a favorable investment and a long-term momentum/growth name — analyst attention can amplify investor interest and trading volume. Wall Street Analysts Think Roku Is a Good Investment
• Neutral Sentiment: Product and ecosystem coverage (best Roku TVs of 2026, rankings of Roku remotes) keeps the brand top-of-mind with consumers, supporting hardware and platform awareness but not an immediate earnings catalyst. The best Roku TVs of 2026
• Neutral Sentiment: Reported short-interest data for January appears noisy/ambiguous (shows a large increase but lists zero shares), so it offers no clear signal on bearish positioning or forced selling at this time.

About Roku

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.