Roku, Inc.

NasdaqGS:ROKU 株式レポート

時価総額：US$19.1b

Roku 配当と自社株買い

配当金 基準チェック /06

Roku配当金を支払った記録がありません。

主要情報

n/a

配当利回り

2.1%

バイバック利回り

総株主利回り2.1%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

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
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: ROKUの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: ROKUの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Roku 配当利回り対市場
ROKU 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (ROKU)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Entertainment)1.5%
アナリスト予想 (ROKU) (最長3年)0%

注目すべき配当: ROKUは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: ROKUは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: ROKUの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: ROKUが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 18:28
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Roku, Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49

アナリスト機関
Richard KramerArete Research Services LLP
David MakArete Research Services LLP
Vikram KesavabhotlaBaird