ROKU Share Price Performance
US$131.91
57.95 (78.35%)
2.8% overvalued intrinsic discount
US$128.37
Fair Value
Price US$131.91
AnalystConsensusTarget US$128.37
AnalystLowTarget US$94.08
AnalystHighTarget US$170.00
Fair ValueUS$128.37
Share Pricen/a
Roku, Inc. Stock Price
- 3 Narratives written by author
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- 215 Fair Values set on narratives written by author
ROKU Community Narratives
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Fair Value
·Fair Value US$128.37 2.8% overvalued intrinsic discount
Analysts Raise Roku Price Target Amid Platform Growth Optimism and Mixed Market Outlook
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Fair Value
·Fair Value US$94.08 40.2% overvalued intrinsic discount
Digital Ad Vulnerabilities And Streaming Plateau Will Constrain Prospects
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Fair Value
·Fair Value US$170 22.4% undervalued intrinsic discount
Streaming And Smart TVs Will Expand Global Reach
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Streaming And Smart TVs Will Expand Global Reach
Roku could benefit as more TV viewing and ad spending move to streaming, especially if its home screen and self-serve ad tools make it a go-to place for advertisers. But tougher privacy rules, powerful rivals, and a slowing pace of new users could make it harder to keep growing profits.Read more
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US$170
22.4% undervalued intrinsic discount
Fair Value
Revenue
16.24% p.a.
Profit Margin
13.28%
Future PE
31.32x
Price in 2029
US$218.66
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$128.37
2.8% overvalued intrinsic discount
Fair Value
Revenue
13.22% p.a.
Profit Margin
9.72%
Future PE
36.99x
Price in 2029
US$165.08
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$94.08
40.2% overvalued intrinsic discount
Fair Value
Revenue
12.62% p.a.
Profit Margin
8.13%
Future PE
32.96x
Price in 2029
US$121.16
Trending Discussion
Recently Updated Narratives
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ROKU: Higher Margin Assumptions And Platform Scale Will Drive Free Cash Flow
Fair Value: US$170 22.4% undervalued intrinsic discount
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ROKU: Neutral Platform Role Will Support 2026 Advertising Upside Potential
Fair Value: US$128.37 2.8% overvalued intrinsic discount
80 fair values setusers have set this as their fair value
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ROKU: Rising Streaming Competition Will Test Overrated Platform Positioning
Fair Value: US$94.08 40.2% overvalued intrinsic discount
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Snowflake Analysis
Roku, Inc. Key Details
About ROKU
- Founded
- 2002
- Employees
- 3600
- 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, 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.
