Roku (ROKU) Aktienübersicht
Roku, Inc. betreibt zusammen mit seinen Tochtergesellschaften eine TV-Streaming-Plattform in den Vereinigten Staaten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für ROKU festgestellt.
ROKU Community Fair Values
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Analyst Price Targets
Roku, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$153.11 |
| 52-Wochen-Hoch | US$153.54 |
| 52-Wochen-Tief | US$78.53 |
| Beta | 2.04 |
| 1 Monat Veränderung | 8.83% |
| 3 Monate Veränderung | 19.55% |
| 1 Jahr Veränderung | 84.00% |
| 3 Jahre Veränderung | 93.17% |
| 5 Jahre Veränderung | -57.18% |
| Veränderung seit IPO | 551.53% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 05
ROKU: Fox Deal Synergies And Higher Margins Will Drive Future Free Cash Flow
Roku's updated analyst price target framework now points to fair value of about $186 per share versus $170 previously, with analysts citing the Fox acquisition terms, higher projected revenue growth and margins, and modestly richer future P/E assumptions as key drivers of the change. Analyst Commentary Recent Street research on Roku centers on the Fox acquisition proposal and how it reshapes the risk and reward profile for shareholders.
Narrative-Update • Jul 22
ROKU: Fox Deal And Personalization Upgrades Will Shape Future Advertising Outcomes
Roku's fair value estimate has been adjusted upward by about $7 to $158.41 as analysts factor in the Fox acquisition terms. This includes a higher assumed future P/E of about 38x and slightly firmer revenue growth expectations, partly offset by a lower long run profit margin in their models.Recent updates
Narrative-Update • Aug 05
ROKU: Fox Deal Synergies And Higher Margins Will Drive Future Free Cash Flow
Roku's updated analyst price target framework now points to fair value of about $186 per share versus $170 previously, with analysts citing the Fox acquisition terms, higher projected revenue growth and margins, and modestly richer future P/E assumptions as key drivers of the change. Analyst Commentary Recent Street research on Roku centers on the Fox acquisition proposal and how it reshapes the risk and reward profile for shareholders.Narrative-Update • Jul 22
ROKU: Fox Deal And Personalization Upgrades Will Shape Future Advertising Outcomes
Roku's fair value estimate has been adjusted upward by about $7 to $158.41 as analysts factor in the Fox acquisition terms. This includes a higher assumed future P/E of about 38x and slightly firmer revenue growth expectations, partly offset by a lower long run profit margin in their models.
Narrative-Update • Jul 08
ROKU: Fox Deal And Integration Risks Will Test Platform Positioning
Analysts have raised their fair value estimate for Roku from about $94.08 to $129.28, reflecting updated views on the Fox acquisition, higher assumed profit margins, and a slightly richer future P/E multiple, even as they modestly adjust the discount rate and long term revenue growth assumptions. Analyst Commentary Recent commentary on Roku following the Fox acquisition announcement shows that many bearish analysts see the current deal price and valuation as limiting near term upside, even as some still view Roku as a strong standalone business.Narrative-Update • Jun 23
ROKU: Fox Deal And Personalization Upgrades Will Support Future Advertising Upside
Roku's updated analyst fair value estimate has shifted from $146.04 to $151.68. This reflects analysts' adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions in light of Fox's planned acquisition and the recent wave of price target resets around the $155 to $160 range.Seeking Alpha • Jun 16
Roku Sells Out; Fox Is Getting A Good Business At A Discount, But Execution Risks Abound
Summary Fox Corporation (FOXA) is acquiring Roku (ROKU) for $96 in cash plus 0.9693 FOXA shares per ROKU share, implying a $22B enterprise value. I am closing long positions in both FOXA and ROKU, citing execution risks and insufficient premium for ROKU’s subscription potential. FOXA’s acquisition signals an urgent pivot from linear-only to streaming, admitting its previous strategy is unsustainable as linear TV declines accelerate. Integration risks loom as ROKU loses its 'Switzerland' status, potentially straining partner relationships and undermining its platform power. Read the full article on Seeking AlphaNarrative-Update • Jun 08
ROKU: Home Screen Personalization Will Support 2026 Advertising Upside Potential
Roku's analyst price target in this framework moves from $128.37 to $146.04, as analysts point to product updates that aim to increase home screen engagement, enhance monetization potential, and support revenue growth and higher long-term profit margins. Analyst Commentary Recent Street research around Roku clusters around product changes to the home screen and the potential impact on engagement, monetization, and long term profitability.Narrative-Update • May 25
ROKU: Higher Margin Assumptions And Platform Scale Will Drive Free Cash Flow
Roku's updated analyst price target has been lifted from $158.85 to $170.00 as analysts factor in higher modeled revenue growth, improved profit margins, a lower assumed discount rate, and a recalibrated future P/E of 31.32x. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting Roku price targets, which lines up with the move to a modeled future P/E of 31.32x in the updated valuation.Narrative-Update • Apr 29
ROKU: Neutral Platform Role Will Support 2026 Advertising Upside Potential
Roku's analyst price target has moved higher by several dollars, with analysts pointing to modest tweaks in fair value, discount rate, revenue growth and future P/E assumptions to support the updated view. Analyst Commentary Recent Street research on Roku clusters around a series of higher price targets and rating changes, with most commentary centered on what analysts see in the company’s execution, growth potential and current valuation setup.Narrative-Update • Apr 15
ROKU: Rising Streaming Competition Will Test Overrated Platform Positioning
Roku's fair value estimate has been modestly raised to $94.08 from $93.23 as analysts lift price targets by $2 to $15 and highlight stronger platform fundamentals and what they see as a favorable competitive position in streaming. Analyst Commentary Recent Street research on Roku has leaned constructive, with several firms adjusting price targets upward and flagging what they view as solid platform fundamentals and an advantaged position in streaming distribution.Narrative-Update • Apr 01
ROKU: Neutral Aggregator Role Will Underpin 2026 Advertising Platform Catalysts
Roku's updated analyst price target edges lower to about $126.50, down less than $1 from roughly $127.10. Analysts factor in slightly softer revenue growth and profit margin assumptions while still applying a higher forward P/E based on recent research that highlights the company's "Switzerland-like" streaming position and potential benefits from industry trends and company specific actions.Narrative-Update • Mar 18
ROKU: 2026 Catalysts And AI Content Bets Will Test Balanced Outlook
Roku's updated analyst price target moves higher, with fair value shifting from about $88.07 to $93.23 as analysts emphasize stronger projected profit margins, a lower future P/E, and support from recent upgrades that highlight its "Switzerland-like positioning" in streaming and potential 2026 catalysts. Analyst Commentary Recent research around Roku centers on how much upside is already reflected in the share price versus the execution and growth risks that still exist.Narrative-Update • Mar 03
ROKU: Neutral Platform Positioning Will Support 2026 Advertising And Subscription Catalysts
Roku's updated analyst price target edges slightly lower to about $127.07 from $127.44, as analysts modestly increase their discount rate while still pointing to steady revenue growth, stable profit margins, and supportive commentary around the company's broad streaming platform positioning and 2026 catalysts. Analyst Commentary Recent Street research on Roku points to a generally constructive tone, with several firms lifting price targets and a few also upgrading their ratings.Narrative-Update • Feb 17
ROKU: Neutral Platform Positioning Will Support Expanding Profitability Into 2026
The updated analyst price target for Roku has increased from $115.48 to $127.44. This change reflects recent Street research indicating stronger expected revenue growth, higher projected profit margins, and a lower assumed discount rate, supported by views on the company’s platform positioning and earnings outlook.Narrative-Update • Feb 03
ROKU: 2026 Execution And Index Prospects May Or May Not Justify Premium
Analysts have nudged their price targets for Roku higher by about $1, citing slightly stronger projected revenue growth, modestly higher profit margins, and lower discount and P/E assumptions supported by recent research that highlights 2026 catalysts, expanding free cash flow estimates, and potential index inclusion. Analyst Commentary Recent research on Roku has leaned positive overall, with several firms lifting price targets and highlighting 2026 as an important year for execution, free cash flow, and potential index inclusion.Narrative-Update • Jan 20
ROKU: Platform Monetization And Advertising Tools Will Drive Free Cash Flow
Analysts have lifted their fair value estimate for Roku to $158.85 from $135.15, reflecting updated expectations for revenue growth, profit margins, and future P/E multiples. The higher estimate is supported by a series of recent price target increases tied to free cash flow, platform monetization, and projected operating leverage into 2026 and 2027.Narrative-Update • Jan 06
ROKU: Monetization Hopes And Buybacks May Not Justify Rich Multiple
Analysts have lifted their price target for Roku to $87.33 from $73.63, reflecting updated assumptions that include higher revenue growth, improved profit margins, a slightly lower discount rate, and a more conservative future P/E multiple. This view is supported by recent research pointing to solid quarterly execution, improving platform fundamentals, and growing confidence in the company’s ability to monetize its platform and sustain momentum into 2026.Narrative-Update • Dec 19
ROKU: Platform Monetization And Profitability Efforts Will Support Measured Upside Into 2026
Analysts have nudged their fair value estimate for Roku higher, from approximately $111 to $115. They cite slightly stronger revenue growth expectations into 2026 and increasing confidence that platform investments will support premium future multiples despite some compression in projected profit margins.Narrative-Update • Dec 05
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.Narrative-Update • Nov 21
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.Narrative-Update • Nov 06
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.Narrative-Update • Oct 23
Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
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.Narrative-Update • Oct 09
Streaming Shift Will Expand Global Connected TV Markets
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.Narrative-Update • Sep 09
Streaming Shift Will Expand Global Connected TV Markets
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.Seeking Alpha • Apr 23
Roku's Bottom-Line Reversal At Risk - Discounted Valuations Trigger Rich Upside
Summary ROKU's bottom-line reversal may soon be here, as observed in the promising FY2025 guidance and FY2026 commentary, thanks to its improving operation scale & user monetization. The same has been observed in its promising performance metrics, with it underscoring its potential reversal from the prior cash burn. This is on top of its growing CTV/ streaming market share, as market analysts expect further advertising growth over the next few years. Even so, readers must note that ROKU may miss its ambitious guidance, attributed to the higher recessionary risks and the higher import tariffs on the ROKU TV. With the company set to their their FQ1'25 earnings call on May 1, 2025, readers may want to monitor its upcoming performance and forward guidance then. Read the full article on Seeking Alpha
Neues Narrative • Apr 22
Home Screen Integration And Global Expansion Will Unlock Revenue Potential
Enhanced home screen utilization and expanded ad partnerships are projected to drive significant platform revenue and profitability growth.Seeking Alpha • Feb 20
Roku: Why I Am Aggressively Buying At 1-Year Highs
Summary Roku achieved over $1.0B in platform revenue in Q4'24, with 25% year-over-year growth and narrowing losses. Roku beat Q4'24 estimates with strong active account growth (+12% Y/Y) and ARPU improvement (+4%), despite ongoing operational losses. For the first time in the company's history, platform revenue exceeded $1.0B. The streaming firm guided for positive operating income in FY 2026. Narrowing losses, subscriber growth, and improving EBITDA trends can support a revaluation to the upside. With a positive FY 2025 outlook and undervalued shares, Roku's improving profitability and affordable valuation present a favorable risk profile. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Roku: Unattractive Market Position But Attractive Asset For Acquirers
Summary Roku's unattractive market position can be detrimental to its future, as evident in its declining growth rate. The rise of other forms of digital video consumption that use different devices threatens Roku's business model. Roku's 90 million active accounts and advertising platform is an enticing asset for potential acquirers. Based on the exit multiple used on the recent acquisitions of Walmart and Disney, I believe Roku is currently fairly priced, and a potential acquisition may support the price moving forward. Read the full article on Seeking AlphaAktionärsrenditen
| ROKU | US Entertainment | US Markt | |
|---|---|---|---|
| 7D | 5.6% | 3.6% | 4.2% |
| 1Y | 84.0% | -22.7% | 20.6% |
Rendite im Vergleich zur Industrie: ROKU übertraf die Branche US Entertainment , die im vergangenen Jahr eine Rendite von -22.7 erzielte.
Rendite vs. Markt: ROKU übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.6 erzielte.
Preisvolatilität
| ROKU volatility | |
|---|---|
| ROKU Average Weekly Movement | 6.6% |
| Entertainment Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: ROKU hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: ROKUDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2002 | 3,600 | Anthony Wood | www.roku.com |
Roku, Inc. betreibt zusammen mit seinen Tochtergesellschaften eine TV-Streaming-Plattform in den Vereinigten Staaten und international. Das Unternehmen ist in zwei Segmenten tätig: Plattform und Geräte. Seine Streaming-Plattform ermöglicht es den Nutzern, TV-Sendungen, Filme, Nachrichten, Sport und anderes zu finden und abzurufen, und bietet digitale Werbedienste an.
Roku, Inc.'s Grundlagenzusammenfassung
| ROKU grundlegende Statistiken | |
|---|---|
| Marktanteil | US$22.61b |
| Gewinn(TTM) | US$355.21m |
| Umsatz(TTM) | US$5.21b |
63.7x
Kurs-Gewinn-Verhältnis 4.3x
Kurs-Umsatz-VerhältnisIst ROKU zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ROKU Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$5.21b |
| Kosten der Einnahmen | US$2.84b |
| Bruttogewinn | US$2.37b |
| Sonstige Ausgaben | US$2.02b |
| Gewinn | US$355.21m |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.41 |
| Bruttomarge | 45.50% |
| Nettogewinnspanne | 6.82% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich ROKU auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/09 02:01 |
| Aktienkurs zum Tagesende | 2026/08/07 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Roku, Inc. wird von 48 Analysten beobachtet. 27 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |