Entropy Technologies LP Boosts Stock Position in Roku, Inc. $ROKU

Entropy Technologies LP lifted its holdings in shares of Roku, Inc. (NASDAQ:ROKU) by 56.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 29,103 shares of the company’s stock after buying an additional 10,488 shares during the period. Entropy Technologies LP’s holdings in Roku were worth $2,754,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Blue Trust Inc. grew its stake in Roku by 680.0% in the 4th quarter. Blue Trust Inc. now owns 234 shares of the company’s stock valued at $25,000 after acquiring an additional 204 shares during the period. Bayban lifted its holdings in Roku by 1,300.0% during the first quarter. Bayban now owns 280 shares of the company’s stock valued at $26,000 after purchasing an additional 260 shares in the last quarter. WPG Advisers LLC purchased a new position in Roku during the fourth quarter valued at $31,000. Safe Harbor Fiduciary LLC acquired a new stake in shares of Roku in the fourth quarter valued at about $31,000. Finally, Rakuten Securities Inc. grew its position 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 purchasing an additional 158 shares during the period. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Insider Activity

In related news, insider Charles Collier sold 20,538 shares of the firm’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $142.51, for a total transaction of $2,926,870.38. Following the completion of the sale, the insider directly owned 15,200 shares in the company, valued at approximately $2,166,152. This trade represents a 57.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Matthew C. Banks sold 554 shares of Roku stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $138.88, for a total transaction of $76,939.52. Following the transaction, the chief accounting officer directly owned 7,171 shares in the company, valued at $995,908.48. This trade represents a 7.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 236,499 shares of company stock valued at $30,582,963 in the last quarter. Insiders own 13.45% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on ROKU. UBS Group set a $160.00 target price on shares of Roku in a research note on Monday, June 15th. Rosenblatt Securities raised their price target on shares of Roku from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Tuesday, June 16th. Oppenheimer cut Roku from an “outperform” rating to a “market perform” rating in a report on Monday, June 15th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Roku in a research note on Friday, May 15th. Finally, Jefferies Financial Group cut Roku from a “buy” rating to a “hold” rating and set a $160.00 target price for the company. in a report on Monday, June 15th. Ten investment analysts have rated the stock with a Buy rating and seventeen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $155.12.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analysts lifted Roku’s estimated fair value to about $158.41 from $151.68, with several firms now framing the stock around a potential $160 takeover value after Fox’s acquisition announcement. Roku (ROKU) Stock Sees Modest Fair Value Lift After Fox Deal Recast Analyst Views
• Positive Sentiment: Commentary around Fox’s acquisition says the deal could be a win for creators and reinforces the strategic value of Roku as a key connected-TV distribution platform. Why Fox’s Acquisition of Roku Is a Win for Creators | Analysis
• Positive Sentiment: Additional bullish media coverage argues Roku benefits from broader media consolidation trends, with investors increasingly valuing digital distribution gateways like Roku over content owners alone. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (ROKU)
• Neutral Sentiment: Roku said it will report second-quarter 2026 results on August 6, but it will not host an earnings call or provide outlook because of the pending Fox transaction. Roku to Announce Second Quarter 2026 Financial Results on August 6
• Neutral Sentiment: Several articles focused on Roku features, campaigns, and streaming content, which may help brand visibility but are unlikely to materially move the stock on their own. 4 Roku secret menus everyone should be using
• Negative Sentiment: Some valuation-focused analysis suggests the stock may already be near fair value after its recent run, with concerns that growth expectations from connected-TV advertising may be largely priced in. Roku (ROKU) As Connected TV Ad Growth Narrative Tests Whether The Stock Is Fully Valued

Roku Price Performance

Shares of ROKU opened at $141.97 on Monday. Roku, Inc. has a 52-week low of $78.53 and a 52-week high of $148.88. The company has a market capitalization of $20.93 billion, a PE ratio of 106.75 and a beta of 2.01. The stock has a fifty day simple moving average of $134.40 and a two-hundred day simple moving average of $113.70.

Roku (NASDAQ:ROKU) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.57 EPS for the quarter, topping the consensus estimate of $0.34 by $0.23. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. Roku had a return on equity of 7.64% and a net margin of 4.06%.The company’s quarterly revenue was up 22.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.19) EPS. As a group, equities analysts anticipate that Roku, Inc. will post 2.41 earnings per share for the current fiscal year.

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.