Roku’s (ROKU) “Buy” Rating Reiterated at Needham & Company LLC

Needham & Company LLC reissued their buy rating on shares of Roku (NASDAQ:ROKU) in a research report report published on Friday,Benzinga reports. The firm currently has a $110.00 target price on the stock.

Several other research firms also recently commented on ROKU. Arete Research set a $132.00 target price on Roku and gave the stock a “buy” rating in a research report on Monday, January 5th. Evercore reissued a “positive” rating on shares of Roku in a report on Friday, October 31st. Wall Street Zen raised Roku from a “hold” rating to a “buy” rating in a report on Sunday, December 7th. Benchmark reaffirmed a “buy” rating on shares of Roku in a research note on Wednesday, February 4th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Roku in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Roku presently has a consensus rating of “Moderate Buy” and an average price target of $123.85.

Roku Stock Up 8.6%

Shares of NASDAQ ROKU opened at $90.06 on Friday. The business’s 50 day moving average is $103.95 and its two-hundred day moving average is $98.97. The company has a market cap 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.

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

Insiders Place Their Bets

In related news, insider Charles Collier sold 14,361 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $94.99, for a total transaction of $1,364,151.39. Following the completion of the sale, the insider directly owned 200 shares of the company’s stock, valued at approximately $18,998. This represents a 98.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Neil D. Hunt sold 2,000 shares of Roku stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $108.98, for a total transaction of $217,960.00. Following the completion of the transaction, the director directly owned 7,782 shares in the company, valued at approximately $848,082.36. The trade was a 20.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 231,790 shares of company stock worth $23,927,489 in the last three months. 13.98% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Roku

A number of large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Roku by 2.5% during the third quarter. Vanguard Group Inc. now owns 12,998,674 shares of the company’s stock worth $1,301,557,000 after buying an additional 322,858 shares during the period. Acadian Asset Management LLC lifted its stake in Roku by 41.2% in the 2nd quarter. Acadian Asset Management LLC now owns 2,691,643 shares of the company’s stock valued at $236,545,000 after acquiring an additional 785,864 shares in the last quarter. AQR Capital Management LLC lifted its stake in Roku by 275.5% in the 3rd quarter. AQR Capital Management LLC now owns 2,586,125 shares of the company’s stock valued at $258,897,000 after acquiring an additional 1,897,407 shares in the last quarter. Geode Capital Management LLC boosted its position in Roku by 7.3% during the 4th quarter. Geode Capital Management LLC now owns 2,464,130 shares of the company’s stock worth $267,389,000 after acquiring an additional 168,214 shares during the last quarter. Finally, Tableaux LLC bought a new position in shares of Roku during the 2nd quarter worth approximately $1,746,000. Institutional investors own 86.30% of the company’s stock.

Roku News Roundup

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.