Roku Performance degli utili passati
Criteri Il passato verificati 3/6
Gli utili di Roku sono diminuiti a un tasso medio annuo di -10.8%, mentre il settore Entertainment ha visto gli utili crescere a un tasso medio annuo di 24.9%. I ricavi sono cresciuti crescere a un tasso medio annuo di 14.6%. Il ritorno sul capitale proprio di Roku è 7.5% e ha margini netti di 4.1%.
Informazioni chiave
-10.82%
Tasso di crescita degli utili
-11.62%
Tasso di crescita dell'EPS
| Entertainment Crescita del settore | 18.06% |
| Tasso di crescita dei ricavi | 14.56% |
| Rendimento del capitale proprio | 7.54% |
| Margine netto | 4.06% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 01
Roku: Undeniable Cash Flow Growth As Roku Platform Scales
Summary Roku offers "growth at a reasonable price" with secular tailwinds, uncorrelated to the AI/capex-driven semiconductor rally. ROKU's platform revenue is accelerating, driven by new streaming service launches (Peacock, Apple TV) and industry-wide price increases. Guidance was raised: FY26 revenue is now expected at $5.54 billion (+17% y/y) and adjusted EBITDA margin at 12.2%, up 330 bps y/y. At a reasonable 18.1x EV/FY27 adjusted EBITDA, ROKU’s diversified revenue streams and margin expansion justify a continued "Buy" rating. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.
Nuova analisi • Apr 18
Roku Inc. (ROKU): The 100 Million Milestone and the $128.95 Intrinsic Value
Roku Inc. (ROKU) , the dominant gateway for the global streaming ecosystem, enters Saturday, April 18, 2026 , following a historic week that has redefined its market position.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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
Nuova analisi • 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 AlphaSeeking Alpha • Jan 23
Roku: Secular Growth Stock At A Reasonable Price
Summary Despite seeing its business going from strength to strength, Roku's stock has underperformed significantly over the past year. In this note, we shall analyze Roku's business trends and re-evaluate the stock to gauge its long-term risk/reward. Roku's partnerships and ad demand growth position it for improved monetization and free cash flow generation, with a long-term secular growth trend in linear to connected TV ad spending. With its fair value sitting at ~$151 per share, Roku is a "Strong Buy" at current levels, with its 5-year expected CAGR of 29%. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
Roku: Inflection Point In 2025
Summary Roku has shown steady revenue, active account, and streaming growth in FY 2024. Despite ARPU stagnation, Roku's EBITDA has improved due to cost savings and ad revenue growth. GAAP profitability in FY 2025 could be a major inflection point for Roku and its shares. The U.S. streaming market's favorable outlook and Roku's current valuation offer a contrarian entry opportunity, with a $105 per-share price target for FY 2025. Risks include continual ARPU stagnation and failure to achieve GAAP profitability, but recent share consolidation presents a buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Roku's Takeover Rumor And How It Impacts Investors
Summary Roku's dominant market position in the CTV ecosystem and its growing ad business makes it an attractive acquisition target within the next 12 months. Roku's sequential ARPU growth and strong Q3 sales highlight improving unit economics, supporting a Buy rating despite potential market share risks. Potential suitors like Amazon, Walmart, and Netflix could offer a compelling acquisition premium, enhancing Roku's valuation and benefiting shareholders. Despite acquisition speculations, Roku's evolving ads business and market position warrant a projected sales multiple of ~3x 2025 sales, justifying continued optimism on a fundamental level. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Roku: Must Better Monetizing Households To Boost Growth
Summary I appreciate Roku's strong financial stability, particularly its substantial cash reserves. I question whether its valuation justifies the slowing revenue growth rates projected for 2025. I recognize the competitive challenges Roku faces in a crowded streaming ecosystem. I see potential in better monetizing its vast household reach and leveraging its cash for acquisitions. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Roku: A Long-Term Opportunity Amid Recent Drop
Summary Roku’s Q3 2024 revenue surpassed $1 billion for the first time, driven by a 16% YoY increase in platform services and improving operating margins. Despite recent stock volatility and a cautious Q4 earnings outlook, the streaming giant continues to expand its advertising reach through strategic partnerships and new monetization features. Roku is capitalizing on global streaming growth by targeting international markets, with plans to expand household reach to 100 million by 2025. The stock trades at an attractive ~2x EV/S multiple, supported by a strong cash balance of $2.1 billion, providing a solid buffer against economic challenges. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Roku: Market Sweats The Details Too Much
Summary Roku, Inc. reported strong Q3 2024 results with revenues growing a crisp 16%. The stock is slumping due to weak guidance, though the company has a history of conservative guidance leading to big quarterly beats. Roku is cheap at 2x EV/S targets with the potential for upside growth due to new initiatives. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Roku guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 4,965 | 201 | 1,353 | 734 |
| 31 Dec 25 | 4,737 | 88 | 1,348 | 727 |
| 30 Sep 25 | 4,543 | -28 | 1,356 | 728 |
| 30 Jun 25 | 4,395 | -62 | 1,341 | 726 |
| 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 |
Guadagni di qualità: ROKU ha guadagni di alta qualità.
Margine di profitto in crescita: ROKU è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: ROKU è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del -10.8% all'anno.
Accelerare la crescita: ROKU è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: ROKU è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Entertainment ( -3.2% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 7.5% ) di ROKU è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 10:31 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Roku, Inc. è coperta da 49 analisti. 28 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| David Mak | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |