ROKU Share Price Performance
US$90.99
22.31 (32.48%)
17.3% undervalued intrinsic discount
US$110.04
Fair Value
Price US$90.99
AnalystConsensusTarget US$110.04
AnalystHighTarget US$135.15
AnalystLowTarget US$73.63
Fair ValueUS$110.67
Share Pricen/a
Roku, Inc. Stock Price
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ROKU Community Narratives
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Fair Value US$110.67 n/aintrinsic discount
Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
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Fair Value US$135.15 32.7% undervalued intrinsic discount
Streaming And Smart TVs Will Expand Global Reach
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Fair Value US$73.63 23.6% overvalued intrinsic discount
Digital Ad Vulnerabilities And Streaming Plateau Will Constrain Prospects
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Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
Key Takeaways Migration from linear TV to streaming and digital ads is driving user growth, platform engagement, and higher-margin advertising revenue. Investments in content, self-service ads, and operational efficiency are improving margins, financial health, and supporting long-term revenue and earnings expansion.Read more
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US$110.67
n/aintrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
11.77% p.a.
Profit Margin
5.91%
Future PE
58.65x
Share price in 2028
US$143.45
Streaming And Smart TVs Will Expand Global Reach
Key Takeaways Roku's advanced home screen integration, unique ad tools, and global reach position it to capture substantial ad revenue and margin gains as TV budgets shift to connected platforms. Expanding first-party content and international growth, combined with increasing engagement and rising ARPU, signal significant long-term recurring revenue and earnings upside.Read more
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US$135.15
32.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
13.8% p.a.
Profit Margin
10.59%
Future PE
39.12x
Share price in 2028
US$174.39
Digital Ad Vulnerabilities And Streaming Plateau Will Constrain Prospects
Key Takeaways Heavy reliance on digital ad revenue and third-party platforms increases vulnerability to privacy changes, digital ad market volatility, and margin compression. Intensifying competition, content bundling by tech giants, and a maturing streaming market threaten Roku's growth, platform differentiation, and long-term earnings potential.Read more
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US$73.63
23.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
10.02% p.a.
Profit Margin
3.38%
Future PE
73.83x
Share price in 2028
US$94.91
Recently Updated Narratives
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Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
Fair Value: US$110.67 0% overvalued intrinsic discount
67 followersusers have followed this narrative
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Digital Ad Vulnerabilities And Streaming Plateau Will Constrain Prospects
Fair Value: US$73.63 23.6% overvalued intrinsic discount
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0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
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Streaming And Smart TVs Will Expand Global Reach
Fair Value: US$135.15 32.7% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Roku, Inc. Key Details
About ROKU
- Founded
- 2002
- Employees
- 3340
- CEO
- WebsiteView website
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. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories, as well as offers digital advertising services. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.
