Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Apr 25

Updated

05 Dec 25

Views

389

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AnalystConsensusTarget's Fair Value

n/a

1Y

30.7%

7D

3.3%

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1Y

30.7%

7D

3.3%

You can edit this narrative until Dec 6 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$110.881.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 0.19%

ROKU: Future Platform Monetization Will Sustain Profitability Momentum Into 2026

Analysts have nudged their price target on Roku slightly higher to $110.88 from $110.67, citing stronger platform revenue growth, improving EBITDA trends, and rising confidence that recent solid quarterly results and monetization initiatives can sustain momentum into 2026. Analyst Commentary Recent research updates on Roku highlight a meaningful shift toward a more constructive stance on the stock, with multiple bullish analysts raising price targets in response to steady execution and clearer visibility into the 2026 outlook.

Shared on 21 Nov 25

Fair value Increased 0.57%

ROKU: Future Ad Platform Expansion Will Drive Profitability Momentum Into 2026

Roku's analyst price target has increased by roughly $0.62 to $110.67. Analysts cite improved quarterly results, solid platform fundamentals, and an ongoing opportunity to enhance monetization as key drivers of their more favorable outlook.

Shared on 06 Nov 25

Fair value Increased 4.48%

ROKU: Platform Execution And Advertising Partnerships Will Drive Improved Profitability And Balanced Risk Ahead

Roku's analyst price target has increased to approximately $110, reflecting a $5 uptick. Analysts point to a solid quarter, improved profitability, and continued growth in platform fundamentals as key drivers for the upward revision.

Shared on 23 Oct 25

Fair value Increased 0.19%

Roku's analyst price target has been raised from $110 to $145. This reflects greater confidence among analysts in the company's platform revenue growth and free cash flow potential.

Shared on 09 Oct 25

Fair value Increased 1.79%

Roku's analyst price target has been raised moderately from $103.27 to $105.12. This reflects analysts' increased confidence in the company's long-term free cash flow potential and accelerated platform revenue growth initiatives.

Shared on 09 Sep 25

Fair value Increased 2.09%

Analysts have raised their price targets for Roku—now at $103.27—on strong free cash flow forecasts, growing platform revenue from new partnerships and bundled offerings, and sustained momentum in connected TV advertising. Analyst Commentary Bullish analysts are raising price targets based on strong free cash flow forecasts, with some projecting Roku could generate $1.6B in free cash flow by 2023 and see sustained high annualized returns.

Shared on 02 Aug 25

Fair value Increased 10%

Roku's fair value outlook has improved as a result of rising net profit margins and a lower forward P/E ratio, prompting analysts to raise their consensus price target from $91.75 to $100.73. What's in the News Roku announced a $400 million Class A share repurchase program, funded by existing cash and short-term investments, authorized by the Board and effective through December 31, 2026.

Shared on 01 May 25

Fair value Increased 1.23%

AnalystConsensusTarget Fair Value

US$110.88

1.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

10.91%

Entertainment revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.06%

Calculation

US$375.14m

Earnings '28

x

58.68x

PE Ratio '28

=

US$22.01b

Market Cap '28

US$22.01b

Market Cap '28

/

153.31m

No. shares '28

=

US$143.58

Share Price '28

US$143.58 Share Price '28

Discounted to 2025 @ 9.07% p.a.

=

US$110.65

Fair Value '25