Roku (ROKU) Aktievy
Roku, Inc. driver tillsammans med sina dotterbolag en plattform för TV-streaming i USA och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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ROKU Community Fair Values
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Analyst Price Targets
Roku, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$135.40 |
| 52 veckors högsta | US$148.88 |
| 52 veckors lägsta | US$78.53 |
| Beta | 2.03 |
| 1 månads förändring | 4.01% |
| 3 månaders förändring | 53.46% |
| 1 års förändring | 55.74% |
| 3 års förändring | 111.69% |
| 5 års förändring | -68.54% |
| Förändring sedan börsintroduktionen | 476.17% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Seeking Alpha • Jun 16
Roku Sells Out; Fox Is Getting A Good Business At A Discount, But Execution Risks Abound
Summary Fox Corporation (FOXA) is acquiring Roku (ROKU) for $96 in cash plus 0.9693 FOXA shares per ROKU share, implying a $22B enterprise value. I am closing long positions in both FOXA and ROKU, citing execution risks and insufficient premium for ROKU’s subscription potential. FOXA’s acquisition signals an urgent pivot from linear-only to streaming, admitting its previous strategy is unsustainable as linear TV declines accelerate. Integration risks loom as ROKU loses its 'Switzerland' status, potentially straining partner relationships and undermining its platform power. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Seeking Alpha • Jun 16
Roku Sells Out; Fox Is Getting A Good Business At A Discount, But Execution Risks Abound
Summary Fox Corporation (FOXA) is acquiring Roku (ROKU) for $96 in cash plus 0.9693 FOXA shares per ROKU share, implying a $22B enterprise value. I am closing long positions in both FOXA and ROKU, citing execution risks and insufficient premium for ROKU’s subscription potential. FOXA’s acquisition signals an urgent pivot from linear-only to streaming, admitting its previous strategy is unsustainable as linear TV declines accelerate. Integration risks loom as ROKU loses its 'Switzerland' status, potentially straining partner relationships and undermining its platform power. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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
Ny berättelse • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAktieägarnas avkastning
| ROKU | US Entertainment | US Marknad | |
|---|---|---|---|
| 7D | -1.9% | -2.2% | -2.5% |
| 1Y | 55.7% | -26.2% | 19.0% |
Avkastning vs industri: ROKU översteg US Entertainment branschen som gav -26.2 % under det senaste året.
Avkastning vs Marknaden: ROKU översteg US marknaden som gav 19 % under det senaste året.
Prisvolatilitet
| ROKU volatility | |
|---|---|
| ROKU Average Weekly Movement | 7.6% |
| Entertainment Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: ROKU har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ROKU s veckovolatilitet ( 8% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2002 | 3,600 | Anthony Wood | www.roku.com |
Roku, Inc. driver tillsammans med sina dotterbolag en plattform för TV-streaming i USA och internationellt. Bolaget är verksamt inom två segment, Platform och Devices. Streamingplattformen gör det möjligt för användare att hitta och få tillgång till TV-program, filmer, nyheter, sport och annat, samt erbjuder digitala reklamtjänster.
Roku, Inc. Sammanfattning av grunderna
| ROKU grundläggande statistik | |
|---|---|
| Börsvärde | US$20.00b |
| Vinst(TTM) | US$201.49m |
| Intäkter(TTM) | US$4.97b |
99.2x
P/E-förhållande4.0x
P/S-förhållandeÄr ROKU övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ROKU resultaträkning (TTM) | |
|---|---|
| Intäkter | US$4.97b |
| Kostnad för intäkter | US$2.77b |
| Bruttovinst | US$2.19b |
| Övriga kostnader | US$1.99b |
| Intäkter | US$201.49m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.36 |
| Bruttomarginal | 44.19% |
| Nettovinstmarginal | 4.06% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ROKU utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/28 21:59 |
| Aktiekurs vid dagens slut | 2026/06/26 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Roku, Inc. bevakas av 48 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| David Mak | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Vikram Kesavabhotla | Baird |