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Roku, Inc. Stock Price

NasdaqGS:ROKU Community·US$23.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 225 Fair Values set on narratives written by author

ROKU Share Price Performance

US$157.49
63.27 (67.15%)
US$162.45
Fair Value
US$157.49
63.27 (67.15%)
3.1% undervalued intrinsic discount
US$162.45
Fair Value
Price US$157.49
AnalystConsensusTarget US$162.45
AnalystLowTarget US$129.28
AnalystHighTarget US$186.09

ROKU Community Narratives

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Fair Value US$162.45 3.1% undervalued intrinsic discount

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

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·
Fair Value US$129.28 21.8% overvalued intrinsic discount

Digital Ad Vulnerabilities And Streaming Plateau Will Constrain Prospects

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Fair Value US$186.09 15.4% undervalued intrinsic discount

Streaming And Smart TVs Will Expand Global Reach

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US$162.45
3.1% undervalued intrinsic discount
Revenue
12.83% p.a.
Profit Margin
11.6%
Future PE
36.27x
Price in 2029
US$209.37
US$186.09
15.4% undervalued intrinsic discount
Revenue
17.08% p.a.
Profit Margin
13.57%
Future PE
32.72x
Price in 2029
US$238.46
US$129.28
21.8% overvalued intrinsic discount
Revenue
12.67% p.a.
Profit Margin
10.16%
Future PE
34.08x
Price in 2029
US$165.69

Trending Discussion

No trending discussion available.

Updated Narratives

ROKU logo

ROKU: Fox Deal Terms And AI Personalization Will Shape Future Advertising Outcomes

Fair Value: US$162.45 3.1% undervalued intrinsic discount
81 users have set this as their fair value
0 users have commented on this narrative
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ROKU: Fox Deal Synergies And Higher Margins Will Drive Future Free Cash Flow

Fair Value: US$186.09 15.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
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ROKU: Fox Deal And Integration Risks Will Test Platform Positioning

Fair Value: US$129.28 21.8% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with moderate growth potential.

1 Risk
3 Rewards

Roku, Inc. Key Details

US$5.2b

Revenue

US$2.8b

Cost of Revenue

US$2.4b

Gross Profit

US$2.0b

Other Expenses

US$355.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.39
45.50%
6.82%
0%
View Full Analysis

About ROKU

Founded
2002
Employees
3600
CEO
Anthony Wood
WebsiteView website
www.roku.com

Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others, as well as offers digital advertising services. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.

Recent ROKU News & Updates

Narrative Update 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.

Recent updates

No updates