Roku (ROKU) Stock Overview
Operates a TV streaming platform in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
ROKU Community Fair Values
Create NarrativeSee what 157 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Roku, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$157.49 |
| 52 Week High | US$159.69 |
| 52 Week Low | US$78.53 |
| Beta | 2.04 |
| 1 Month Change | 10.07% |
| 3 Month Change | 25.44% |
| 1 Year Change | 67.15% |
| 3 Year Change | 104.67% |
| 5 Year Change | -55.89% |
| Change since IPO | 570.17% |
Recent 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.Seeking Alpha • Aug 12
Roku: Sell Alongside Insiders; Fox Synergy, Debt, And Risks Discussed
Summary Roku's $160 ceiling triggers a selling opportunity for those who bought in at the double digits, unless they are looking to receive FOX shares upon completion. ROKU's FWD EV/EBITDA of 27.3x is notably higher than the sector median of 7.73x, with the rich valuations implying a painful selloff if the acquisition does not go through. The acquisition split of 60% cash/40% stock introduces financing/balance sheet risks for FOX while triggering potential volatility for the stock component. Despite the successful vertical integration of the hardware/CTV platform/subscription/advertising capabilities, ROKU has been overbought here. Insiders have also been unlocking great gains, with investors well advised to similarly Sell as ROKU nears the acquisition price of $160. Read the full article on Seeking AlphaRecent 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.Seeking Alpha • Aug 12
Roku: Sell Alongside Insiders; Fox Synergy, Debt, And Risks Discussed
Summary Roku's $160 ceiling triggers a selling opportunity for those who bought in at the double digits, unless they are looking to receive FOX shares upon completion. ROKU's FWD EV/EBITDA of 27.3x is notably higher than the sector median of 7.73x, with the rich valuations implying a painful selloff if the acquisition does not go through. The acquisition split of 60% cash/40% stock introduces financing/balance sheet risks for FOX while triggering potential volatility for the stock component. Despite the successful vertical integration of the hardware/CTV platform/subscription/advertising capabilities, ROKU has been overbought here. Insiders have also been unlocking great gains, with investors well advised to similarly Sell as ROKU nears the acquisition price of $160. Read the full article on Seeking Alpha
Narrative Update • Aug 05
ROKU: Fox Deal Synergies And Higher Margins Will Drive Future Free Cash Flow
Roku's updated analyst price target framework now points to fair value of about $186 per share versus $170 previously, with analysts citing the Fox acquisition terms, higher projected revenue growth and margins, and modestly richer future P/E assumptions as key drivers of the change. Analyst Commentary Recent Street research on Roku centers on the Fox acquisition proposal and how it reshapes the risk and reward profile for shareholders.Narrative Update • Jul 22
ROKU: Fox Deal And Personalization Upgrades Will Shape Future Advertising Outcomes
Roku's fair value estimate has been adjusted upward by about $7 to $158.41 as analysts factor in the Fox acquisition terms. This includes a higher assumed future P/E of about 38x and slightly firmer revenue growth expectations, partly offset by a lower long run profit margin in their models.
Narrative Update • Jul 08
ROKU: Fox Deal And Integration Risks Will Test Platform Positioning
Analysts have raised their fair value estimate for Roku from about $94.08 to $129.28, reflecting updated views on the Fox acquisition, higher assumed profit margins, and a slightly richer future P/E multiple, even as they modestly adjust the discount rate and long term revenue growth assumptions. Analyst Commentary Recent commentary on Roku following the Fox acquisition announcement shows that many bearish analysts see the current deal price and valuation as limiting near term upside, even as some still view Roku as a strong standalone business.Narrative Update • Jun 23
ROKU: Fox Deal And Personalization Upgrades Will Support Future Advertising Upside
Roku's updated analyst fair value estimate has shifted from $146.04 to $151.68. This reflects analysts' adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions in light of Fox's planned acquisition and the recent wave of price target resets around the $155 to $160 range.Narrative Update • Jun 08
ROKU: Home Screen Personalization Will Support 2026 Advertising Upside Potential
Roku's analyst price target in this framework moves from $128.37 to $146.04, as analysts point to product updates that aim to increase home screen engagement, enhance monetization potential, and support revenue growth and higher long-term profit margins. Analyst Commentary Recent Street research around Roku clusters around product changes to the home screen and the potential impact on engagement, monetization, and long term profitability.Narrative Update • May 25
ROKU: Higher Margin Assumptions And Platform Scale Will Drive Free Cash Flow
Roku's updated analyst price target has been lifted from $158.85 to $170.00 as analysts factor in higher modeled revenue growth, improved profit margins, a lower assumed discount rate, and a recalibrated future P/E of 31.32x. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting Roku price targets, which lines up with the move to a modeled future P/E of 31.32x in the updated valuation.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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
New Narrative • 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 AlphaShareholder Returns
| ROKU | US Entertainment | US Market | |
|---|---|---|---|
| 7D | -0.1% | 0.9% | -1.5% |
| 1Y | 67.2% | -20.5% | 17.9% |
Return vs Industry: ROKU exceeded the US Entertainment industry which returned -20.5% over the past year.
Return vs Market: ROKU exceeded the US Market which returned 17.9% over the past year.
Price Volatility
| ROKU volatility | |
|---|---|
| ROKU Average Weekly Movement | 6.4% |
| Entertainment Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ROKU has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ROKU's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2002 | 3,600 | Anthony Wood | 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.
Roku, Inc. Fundamentals Summary
| ROKU fundamental statistics | |
|---|---|
| Market cap | US$23.32b |
| Earnings (TTM) | US$355.21m |
| Revenue (TTM) | US$5.21b |
65.8x
P/E Ratio4.5x
P/S RatioIs ROKU overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ROKU income statement (TTM) | |
|---|---|
| Revenue | US$5.21b |
| Cost of Revenue | US$2.84b |
| Gross Profit | US$2.37b |
| Other Expenses | US$2.02b |
| Earnings | US$355.21m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.39 |
| Gross Margin | 45.50% |
| Net Profit Margin | 6.82% |
| Debt/Equity Ratio | 0% |
How did ROKU perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/21 04:16 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Roku, Inc. is covered by 48 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |