Roku (NASDAQ:ROKU) Upgraded at Rosenblatt Securities

Rosenblatt Securities upgraded shares of Roku (NASDAQ:ROKU) from a neutral rating to a buy rating in a research report report published on Friday, MarketBeat Ratings reports. The firm currently has $118.00 target price on the stock, up from their previous target price of $106.00.

Several other equities analysts also recently weighed in on the company. Morgan Stanley set a $135.00 target price on Roku and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Zacks Research upgraded shares of Roku from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Pivotal Research raised their target price on shares of Roku from $120.00 to $135.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Susquehanna restated a “positive” rating and issued a $130.00 target price on shares of Roku in a report on Friday, October 31st. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Roku in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Roku currently has a consensus rating of “Moderate Buy” and an average price target of $123.85.

Roku Price Performance

Roku stock opened at $90.06 on Friday. The stock has a market capitalization of $13.31 billion, a P/E ratio of 158.00 and a beta of 1.99. Roku has a 12-month low of $52.43 and a 12-month high of $116.66. The firm’s 50-day moving average is $103.95 and its two-hundred day moving average is $98.97.

Roku (NASDAQ:ROKU) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.42%. The business had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same quarter in the previous year, the business posted ($0.24) earnings per share. The company’s revenue was up 16.1% on a year-over-year basis. As a group, analysts forecast that Roku will post -0.3 EPS for the current year.

Insider Buying and Selling

In other Roku news, CFO Dan Jedda sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $107.56, for a total value of $322,680.00. Following the transaction, the chief financial officer directly owned 87,267 shares of the company’s stock, valued at $9,386,438.52. This trade represents a 3.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Anthony J. Wood sold 50,000 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $90.79, for a total value of $4,539,500.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 231,790 shares of company stock valued at $23,927,489. 13.98% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Roku

Several hedge funds have recently modified their holdings of the stock. Blue Trust Inc. grew its position in Roku by 680.0% in the fourth quarter. Blue Trust Inc. now owns 234 shares of the company’s stock valued at $25,000 after acquiring an additional 204 shares in the last quarter. Aventura Private Wealth LLC purchased a new position in shares of Roku in the fourth quarter valued at $26,000. Westfuller Advisors LLC acquired a new stake in Roku during the 3rd quarter valued at $30,000. WPG Advisers LLC purchased a new stake in Roku during the 4th quarter worth $31,000. Finally, Root Financial Partners LLC purchased a new stake in Roku during the 3rd quarter worth $33,000. 86.30% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about 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.