KeyCorp Weighs in on Roku's Q3 Earnings (NASDAQ:ROKU)

Roku, Inc. (NASDAQ:ROKU - Free Report) - Equities researchers at KeyCorp issued their Q3 2025 earnings per share estimates for shares of Roku in a research report issued to clients and investors on Wednesday, July 9th. KeyCorp analyst J. Patterson anticipates that the company will post earnings per share of $0.06 for the quarter. KeyCorp currently has a "Overweight" rating and a $115.00 target price on the stock. The consensus estimate for Roku's current full-year earnings is ($0.30) per share. KeyCorp also issued estimates for Roku's Q4 2025 earnings at $0.11 EPS, FY2026 earnings at $0.54 EPS and FY2027 earnings at $1.74 EPS.

A number of other equities research analysts have also recently commented on the company. Wedbush reaffirmed an "outperform" rating and set a $100.00 price objective on shares of Roku in a research note on Monday, June 16th. Piper Sandler boosted their target price on Roku from $65.00 to $84.00 and gave the company a "neutral" rating in a research note on Thursday. Benchmark reissued a "buy" rating and issued a $130.00 target price on shares of Roku in a research note on Friday, May 2nd. Compass Point assumed coverage on Roku in a research note on Sunday, March 23rd. They issued a "buy" rating for the company. Finally, Redburn Atlantic raised Roku from a "neutral" rating to a "buy" rating and set a $100.00 target price for the company in a research note on Monday, April 7th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $92.67.

Roku Stock Up 1.8%

Shares of Roku stock opened at $90.25 on Friday. Roku has a 12 month low of $48.33 and a 12 month high of $104.96. The business has a fifty day simple moving average of $76.24 and a 200 day simple moving average of $75.59. The stock has a market cap of $13.17 billion, a PE ratio of -123.63 and a beta of 2.12.

Roku (NASDAQ:ROKU - Get Free Report) last announced its quarterly earnings data on Thursday, May 1st. The company reported ($0.19) EPS for the quarter, topping analysts' consensus estimates of ($0.27) by $0.08. Roku had a negative return on equity of 4.29% and a negative net margin of 2.49%. The business had revenue of $1.02 billion during the quarter, compared to analysts' expectations of $1.01 billion. During the same period in the previous year, the firm earned ($0.35) earnings per share. The firm's quarterly revenue was up 15.8% compared to the same quarter last year.

Institutional Trading of Roku

Several institutional investors and hedge funds have recently bought and sold shares of the business. FMR LLC raised its stake in Roku by 31.7% in the fourth quarter. FMR LLC now owns 19,183,942 shares of the company's stock valued at $1,426,134,000 after buying an additional 4,613,570 shares during the period. Vanguard Group Inc. raised its stake in Roku by 2.1% in the first quarter. Vanguard Group Inc. now owns 12,503,595 shares of the company's stock valued at $880,753,000 after buying an additional 254,504 shares during the period. Marshall Wace LLP raised its stake in Roku by 663.9% in the fourth quarter. Marshall Wace LLP now owns 2,335,813 shares of the company's stock valued at $173,644,000 after buying an additional 2,030,036 shares during the period. T. Rowe Price Investment Management Inc. grew its position in shares of Roku by 10.5% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,269,751 shares of the company's stock valued at $168,734,000 after purchasing an additional 215,841 shares during the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Roku by 2.7% in the fourth quarter. Geode Capital Management LLC now owns 2,147,259 shares of the company's stock valued at $159,353,000 after purchasing an additional 56,820 shares during the last quarter. Institutional investors own 86.30% of the company's stock.

Insider Buying and Selling at Roku

In related news, CFO Dan Jedda sold 1,500 shares of the company's stock in a transaction dated Thursday, July 10th. The stock was sold at an average price of $91.00, for a total transaction of $136,500.00. Following the sale, the chief financial officer owned 79,132 shares in the company, valued at approximately $7,201,012. This represents a 1.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Mai Fyfield sold 914 shares of the company's stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $78.50, for a total value of $71,749.00. Following the sale, the director owned 4,374 shares in the company, valued at $343,359. The trade was a 17.28% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 90,520 shares of company stock valued at $7,357,094 in the last ninety days. Insiders own 13.98% of the company's stock.

Roku Company Profile

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 Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.

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