Cibc World Market Inc. Makes New $662,000 Investment in Roku, Inc. $ROKU

Cibc World Market Inc. purchased a new position in shares of Roku, Inc. (NASDAQ:ROKU) in the 3rd quarter, Holdings Channel reports. The firm purchased 6,616 shares of the company’s stock, valued at approximately $662,000.

Several other hedge funds also recently modified their holdings of ROKU. Westfuller Advisors LLC acquired a new position in Roku in the 3rd quarter worth about $30,000. Root Financial Partners LLC bought a new stake in shares of Roku during the third quarter worth about $33,000. Rakuten Securities Inc. increased its stake in shares of Roku by 55.6% in the second quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock valued at $39,000 after buying an additional 158 shares during the period. Bogart Wealth LLC raised its holdings in Roku by 234.1% in the 2nd quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock valued at $41,000 after buying an additional 323 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its position in Roku by 20,450.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 411 shares of the company’s stock worth $41,000 after buying an additional 409 shares during the period. Institutional investors and hedge funds own 86.30% of the company’s stock.

Insiders Place Their Bets

In related news, Director Neil D. Hunt sold 2,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $96.48, for a total value of $192,960.00. Following the completion of the sale, the director directly owned 7,782 shares of the company’s stock, valued at $750,807.36. The trade was a 20.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Matthew C. Banks sold 729 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $109.04, for a total value of $79,490.16. Following the transaction, the chief accounting officer directly owned 5,825 shares in the company, valued at approximately $635,158. This trade represents a 11.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 216,710 shares of company stock valued at $22,494,968. 13.98% of the stock is currently owned by corporate insiders.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Pivotal Research raised its price target on Roku to $140 and kept a Buy rating, citing a stronger‑than‑expected Q4 and continued upside in the ad/OS business; this lift in sell‑side sentiment can support the stock. Pivotal Research Raises its Price Target on Roku
• Positive Sentiment: Zacks highlights Roku alongside Netflix as a “buy‑the‑dip” candidate, arguing international expansion and ad revenue growth make Roku a compelling recovery play — a narrative that attracts dip buyers. Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
• Positive Sentiment: Zacks and other analyst blogs include ROKU in lists of consumer discretionary names with double‑digit upside potential, reinforcing institutional interest and flow into the stock. The Zacks Analyst Blog Ralph Lauren, Roku, Airbnb, FOX and Carnival
• Positive Sentiment: Roku hired Patrick Harris as SVP of Global Media Revenue — a senior sales/revenue hire that signals focus on scaling ad monetization and could help accelerate ARPU gains. Roku Hires Patrick Harris as Global Media Revenue Executive
• Neutral Sentiment: A Zacks piece on brokerage ratings discusses the impact of analyst recommendations on investor behavior — useful context but not a direct company development. Brokers Suggest Investing in Roku (ROKU): Read This Before Placing a Bet
• Negative Sentiment: Walmart is clearing out a Roku smart‑home camera at steep, refurbished‑level pricing — a possible sign of weak hardware demand or inventory pressure that could weigh on device margins. Walmart Clears Out Roku Smart Home Security Camera
• Negative Sentiment: Early reports and user reaction to a tested new Roku home screen are negative — potential UX/backlash risks that could temporarily reduce engagement and ad monetization if broadly rolled out. Roku is testing a new home screen for you (and it’s not great)

Roku Stock Performance

Shares of ROKU stock opened at $90.21 on Thursday. Roku, Inc. has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The stock has a 50 day simple moving average of $103.07 and a two-hundred day simple moving average of $98.94. The company has a market cap of $13.33 billion, a P/E ratio of 158.27 and a beta of 1.99.

Roku (NASDAQ:ROKU) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.53 EPS for the quarter, topping the consensus estimate of $0.28 by $0.25. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. Roku had a net margin of 1.87% and a return on equity of 3.40%. The company’s quarterly revenue was up 16.1% on a year-over-year basis. During the same quarter last year, the firm posted ($0.24) EPS. On average, research analysts predict that Roku, Inc. will post -0.3 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have issued reports on ROKU. Morgan Stanley set a $135.00 price target on shares of Roku and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Piper Sandler reaffirmed an “overweight” rating and set a $140.00 target price (up from $135.00) on shares of Roku in a research report on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $110.00 target price on shares of Roku in a report on Friday, February 13th. Susquehanna reissued a “positive” rating and issued a $130.00 price target on shares of Roku in a research note on Friday, October 31st. Finally, Zacks Research upgraded Roku from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $123.96.

Roku Company Profile

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.