Roku Résultats passés
Passé contrôle des critères 3/6
Roku a connu une croissance annuelle moyenne de ses bénéfices de 3.6%, tandis que le secteur Entertainment a vu ses bénéfices augmenter de en hausse à 33.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 14.1% par an. Le rendement des capitaux propres de Roku est 12.6% et ses marges nettes sont de 6.8%.
Informations clés
3.61%
Taux de croissance des bénéfices
2.57%
Taux de croissance du BPA
| Entertainment Croissance de l'industrie | 18.06% |
| Taux de croissance des recettes | 14.12% |
| Rendement des fonds propres | 12.58% |
| Marge nette | 6.82% |
| Dernière mise à jour des bénéfices | 30 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Sep 03
ROKU: Fox Takeover Terms And Integration Risks Will Shape Deal Outcome
Analysts lifted their Roku price target to $150 from $129, reflecting updated assumptions that include a higher future P/E multiple and takeover-related pricing references around $155 to $165 from recent research, even as revenue growth and profit margin inputs in the model are now slightly more conservative. Analyst Commentary Recent research on Roku shows a clear shift toward deal driven thinking, as the Fox Corp.
Mise à jour du récit • Aug 19
ROKU: Fox Deal Terms And AI Personalization Will Shape Future Advertising Outcomes
Analysts have modestly lifted the Roku fair value estimate by about $4 to $162.45 as they factor in a slightly higher discount rate, a more efficient profit margin profile, and the growing influence of the Fox takeover terms, which continue to anchor many Street price targets around the $155 to $165 range. Analyst Commentary Street research around Roku has shifted sharply since Fox announced plans to acquire the company, with most fresh opinions now framed around the agreed US$160 per share deal value and the implied trading range of roughly US$155 to US$165.Seeking Alpha • Aug 12
Roku: Sell Alongside Insiders; Fox Synergy, Debt, And Risks Discussed
Summary Roku's $160 ceiling triggers a selling opportunity for those who bought in at the double digits, unless they are looking to receive FOX shares upon completion. ROKU's FWD EV/EBITDA of 27.3x is notably higher than the sector median of 7.73x, with the rich valuations implying a painful selloff if the acquisition does not go through. The acquisition split of 60% cash/40% stock introduces financing/balance sheet risks for FOX while triggering potential volatility for the stock component. Despite the successful vertical integration of the hardware/CTV platform/subscription/advertising capabilities, ROKU has been overbought here. Insiders have also been unlocking great gains, with investors well advised to similarly Sell as ROKU nears the acquisition price of $160. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Roku gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 5,209 | 355 | 1,336 | 734 |
| 31 Mar 26 | 4,965 | 201 | 1,348 | 734 |
| 31 Dec 25 | 4,737 | 88 | 1,344 | 727 |
| 30 Sep 25 | 4,543 | -28 | 1,360 | 730 |
| 30 Jun 25 | 4,395 | -62 | 1,345 | 728 |
| 31 Mar 25 | 4,252 | -106 | 1,312 | 723 |
| 31 Dec 24 | 4,113 | -129 | 1,273 | 720 |
| 30 Sep 24 | 3,896 | -172 | 1,230 | 716 |
| 30 Jun 24 | 3,746 | -493 | 1,227 | 724 |
| 31 Mar 24 | 3,625 | -567 | 1,228 | 741 |
| 31 Dec 23 | 3,485 | -710 | 1,261 | 768 |
| 30 Sep 23 | 3,367 | -868 | 1,313 | 788 |
| 30 Jun 23 | 3,217 | -661 | 1,295 | 808 |
| 31 Mar 23 | 3,134 | -665 | 1,253 | 812 |
| 31 Dec 22 | 3,127 | -498 | 1,165 | 769 |
| 30 Sep 22 | 3,125 | -237 | 1,017 | 695 |
| 30 Jun 22 | 3,043 | -46 | 894 | 607 |
| 31 Mar 22 | 2,924 | 140 | 781 | 524 |
| 31 Dec 21 | 2,765 | 242 | 712 | 462 |
| 30 Sep 21 | 2,549 | 286 | 623 | 430 |
| 30 Jun 21 | 2,321 | 230 | 565 | 398 |
| 31 Mar 21 | 2,032 | 113 | 514 | 369 |
| 31 Dec 20 | 1,778 | -18 | 473 | 356 |
| 30 Sep 20 | 1,540 | -101 | 427 | 340 |
| 30 Jun 20 | 1,349 | -139 | 389 | 320 |
| 31 Mar 20 | 1,243 | -105 | 347 | 298 |
| 31 Dec 19 | 1,129 | -60 | 295 | 265 |
| 30 Sep 19 | 993 | -37 | 251 | 237 |
| 30 Jun 19 | 906 | -22 | 220 | 214 |
| 31 Mar 19 | 813 | -12 | 195 | 192 |
| 31 Dec 18 | 743 | -9 | 175 | 171 |
| 30 Sep 18 | 655 | -9 | 151 | 151 |
| 30 Jun 18 | 606 | -45 | 135 | 134 |
| 31 Mar 18 | 549 | -61 | 123 | 120 |
| 31 Dec 17 | 513 | -64 | 112 | 108 |
| 30 Sep 17 | 472 | -67 | 101 | 96 |
| 30 Jun 17 | 436 | -34 | 93 | 86 |
| 31 Mar 17 | 420 | -32 | 88 | 80 |
| 31 Dec 16 | 399 | -43 | 88 | 76 |
| 26 Dec 15 | 320 | -41 | 77 | 50 |
Des revenus de qualité: ROKU a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: ROKU est devenu rentable dans le passé.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: ROKU est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 3.6% par an.
Accélération de la croissance: ROKU est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: ROKU est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Entertainment ( 16.2% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de ROKU ( 12.6% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/16 04:33 |
| Cours de l'action en fin de journée | 2026/09/16 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Roku, Inc. est couverte par 49 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| David Mak | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |