Roku (NASDAQ:ROKU) Price Target Raised to $137.00

Roku (NASDAQ:ROKU) had its price target upped by Wells Fargo & Company from $116.00 to $137.00 in a report issued on Friday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the stock.

A number of other equities research analysts have also weighed in on the company. Wall Street Zen upgraded Roku from a “hold” rating to a “buy” rating in a research report on Sunday, December 7th. Morgan Stanley set a $135.00 price target on Roku and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Moffett Nathanson reiterated a “neutral” rating and issued a $100.00 price objective on shares of Roku in a report on Friday. Citigroup reiterated an “outperform” rating on shares of Roku in a research report on Friday, January 9th. Finally, Arete Research set a $132.00 price target on shares of Roku and gave the company a “buy” rating in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.85.

Roku Price Performance

ROKU stock opened at $90.06 on Friday. The stock has a market cap of $13.31 billion, a price-to-earnings ratio of 158.00 and a beta of 1.99. The company has a 50 day simple moving average of $103.95 and a 200 day simple moving average of $98.97. Roku has a 1 year low of $52.43 and a 1 year high of $116.66.

Roku (NASDAQ:ROKU) last posted its earnings results on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, topping analysts’ consensus estimates of $0.28 by $0.25. The firm had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.35 billion. Roku had a net margin of 1.87% and a return on equity of 3.42%. The company’s revenue was up 16.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted ($0.24) earnings per share. On average, equities research analysts anticipate that Roku will post -0.3 EPS for the current fiscal year.

Insider Buying and Selling at Roku

In other news, CAO Matthew C. Banks sold 729 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $109.04, for a total value of $79,490.16. Following the transaction, the chief accounting officer owned 5,825 shares in the company, valued at approximately $635,158. The trade was a 11.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Dan Jedda sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $107.56, for a total transaction of $322,680.00. Following the sale, the chief financial officer owned 87,267 shares of the company’s stock, valued at approximately $9,386,438.52. This trade represents a 3.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 231,790 shares of company stock worth $23,927,489. Company insiders own 13.98% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Blue Trust Inc. boosted its position in shares of Roku by 680.0% during the 4th quarter. Blue Trust Inc. now owns 234 shares of the company’s stock valued at $25,000 after purchasing an additional 204 shares in the last quarter. Aventura Private Wealth LLC bought a new stake in Roku in the fourth quarter worth approximately $26,000. Westfuller Advisors LLC acquired a new position in Roku in the third quarter valued at approximately $30,000. WPG Advisers LLC bought a new position in shares of Roku during the 4th quarter worth approximately $31,000. Finally, Root Financial Partners LLC acquired a new stake in shares of Roku during the 3rd quarter worth approximately $33,000. 86.30% of the stock is owned by institutional investors.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Q4 top‑ and bottom‑line beat: Roku reported $0.53 EPS vs. $0.28 expected and revenue of ~$1.39B (up 16% y/y), signaling improving operating leverage and a move back to profitability for the quarter. Roku stock surges on earnings beat, record quarter for premium subscriptions
• Positive Sentiment: Raised FY revenue outlook above Street: Roku guided 2026 revenue (~$5.5B) above consensus and flagged an advertising rebound — a key driver for platform revenue growth and valuation re‑rating. Roku forecasts annual revenue above estimates, shares rise
• Positive Sentiment: Platform monetization initiatives: Management plans premium subscription bundles, wider rollouts of its $3 “Howdy” service, and more premium partnerships (HBO Max cited), which should boost ARPU and higher‑margin revenue mix. Roku to launch streaming bundles
• Positive Sentiment: Analyst upgrades and price‑target increases: Multiple firms upgraded/reaffirmed buy/overweight ratings and raised targets (Wells Fargo, Rosenblatt, Needham), supporting positive sentiment and potential upside. Analyst actions on Roku
• Neutral Sentiment: Company investor materials and call posted — the webcast and earnings letter supply details needed to model ad recovery cadence and bundle economics; useful but not a market mover by itself. Roku Releases Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Insider selling: CEO Anthony Wood disclosed a sale of 50,000 shares (~$4.54M), which can create short‑term selling pressure or cautious investor reaction. SEC Form 4 – CEO Sale
• Negative Sentiment: Profitability and valuation noise remain: despite the quarter, Roku still reports a small negative net margin and negative ROE on the year; some models expect negative FY EPS — keeping investors focused on whether ad recovery and bundles materially lift margins. MarketBeat Roku Summary

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.