Charles Collier Sells 1,715 Shares of Roku (NASDAQ:ROKU) Stock

Key Points

• Charles Collier sold 1,715 shares on March 5 at an average price of $100 for $171,500 and also sold 1,715 shares on March 3 at $95.57 (~$163,903), totaling about 3,430 shares and roughly $335,403 in proceeds.
• The Collier sales are part of a broader pattern of clustered insider selling (SVP, director, CAO and others) of several thousand shares at roughly $95–$100, which could exert short‑term selling pressure and raise investor questions about insider conviction.
• Separately, Roku recently beat quarterly estimates with $0.53 EPS vs. $0.28 and $1.39B revenue (up 16.1% y/y); analysts have raised targets and the stock trades around $100.53 with a consensus "Moderate Buy" average target of $125.40.

Roku, Inc. (NASDAQ:ROKU - Get Free Report) insider Charles Collier sold 1,715 shares of the firm's stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $100.00, for a total value of $171,500.00. Following the transaction, the insider owned 11,131 shares in the company, valued at $1,113,100. This represents a 13.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Charles Collier also recently made the following trade(s):

• On Tuesday, March 3rd, Charles Collier sold 1,715 shares of Roku stock. The shares were sold at an average price of $95.57, for a total transaction of $163,902.55.

Roku Trading Up 2.5%

Shares of ROKU traded up $2.42 during mid-day trading on Friday, hitting $100.53. 3,990,727 shares of the company's stock were exchanged, compared to its average volume of 3,845,393. Roku, Inc. has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The business's 50 day moving average is $99.47 and its two-hundred day moving average is $99.43. The firm has a market capitalization of $14.82 billion, a P/E ratio of 176.37 and a beta of 1.98.

Roku (NASDAQ:ROKU - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 EPS for the quarter, beating the consensus estimate of $0.28 by $0.25. Roku had a return on equity of 3.40% and a net margin of 1.87%.The firm had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the prior year, the business earned ($0.24) EPS. The firm's revenue was up 16.1% compared to the same quarter last year. On average, equities research analysts forecast that Roku, Inc. will post -0.3 earnings per share for the current year.

Analyst Ratings Changes

Several analysts have recently commented on ROKU shares. Morgan Stanley set a $135.00 target price on shares of Roku and gave the stock an "overweight" rating in a research note on Tuesday, December 16th. Bank of America increased their price target on shares of Roku from $115.00 to $140.00 and gave the stock a "buy" rating in a report on Monday, January 12th. Pivotal Research raised their price objective on shares of Roku from $135.00 to $140.00 and gave the company a "buy" rating in a research report on Monday, February 16th. Guggenheim lifted their price target on Roku from $110.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, December 4th. Finally, Stifel Nicolaus set a $160.00 target price on shares of Roku in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Roku currently has a consensus rating of "Moderate Buy" and an average target price of $125.40.

Hedge Funds Weigh In On Roku

Hedge funds have recently bought and sold shares of the stock. AQR Capital Management LLC boosted its stake in shares of Roku by 275.5% during the third quarter. AQR Capital Management LLC now owns 2,586,125 shares of the company's stock valued at $258,897,000 after acquiring an additional 1,897,407 shares during the last quarter. Tableaux LLC purchased a new position in Roku in the 2nd quarter valued at about $1,746,000. Fred Alger Management LLC lifted its holdings in Roku by 7,087.7% in the 4th quarter. Fred Alger Management LLC now owns 1,421,440 shares of the company's stock valued at $154,212,000 after purchasing an additional 1,401,664 shares in the last quarter. Holocene Advisors LP boosted its stake in shares of Roku by 352.3% during the 3rd quarter. Holocene Advisors LP now owns 1,650,448 shares of the company's stock worth $165,259,000 after purchasing an additional 1,285,585 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Roku during the fourth quarter worth about $92,808,000. Hedge funds and other institutional investors own 86.30% of the company's stock.

Roku News Roundup

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku rolled out “Roklue,” an interactive, gamified discovery feature (launched around the Oscars) designed to drive session time and steer viewers to new shows — a direct play to boost ad impressions and subscriptions. Roku Gamifies Movies and TV Show Lineup With Launch of ‘Roklue’
• Positive Sentiment: Analysts and commentary highlight Roku’s shift to profitability, record free cash flow and raised 2026 revenue targets (~$5.5B), which underpin upward estimate revisions and buy-side interest. ROKU Just Overtook the 200-Day Moving Average
• Positive Sentiment: ROKU has crossed above its 200‑day moving average — a technical signal that can attract momentum traders and supports the current rally. Zacks: Roku Just Overtook the 200-Day Moving Average
• Positive Sentiment: Feature improvements — Roku added a requested Search tool to its Live TV Guide and other discovery tools that should increase FAST engagement and ad monetization over time. Roku finally rolls out Search tool within the Live TV Guide users requested
• Neutral Sentiment: Device discounts (e.g., Roku Stick and a Hisense Roku TV on sale) can boost activations and platform scale but may compress near-term hardware margins — net effect depends on conversion to ads/subs. Hisense 32-Inch Smart Roku TV Drops Under $100
• Neutral Sentiment: Ongoing media coverage and “is it a buy?” pieces reflect growing optimism but also highlight valuation/execution questions; consensus still skews to Moderate Buy with a mid‑$120s target. Is Roku (ROKU) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Management outreach: CFO Dan Jedda will speak at Deutsche Bank’s Media/Internet conference next week — could provide incremental color but typically moves the stock only if new guidance or metrics are disclosed. Roku CFO to Participate in Fireside Chat
• Negative Sentiment: Clustered insider selling — multiple insiders (SVP, director, CAO and others) disclosed sales totaling several thousand shares at ~$95–$100. While possibly routine, clustered sales can create short‑term selling pressure and raise investor questions about insider conviction. Insider Form 4 Filings

Roku Company Profile

Roku, Inc NASDAQ: ROKU is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company's platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku's product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.

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