Roku, Inc. (NASDAQ:ROKU) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Roku holds a consensus Moderate Buy from 27 analysts (22 Buy, 4 Hold, 1 Strong Buy) with an average 12‑month price target of $125.40 and several recent target upgrades (e.g., Wells Fargo $137, Jefferies $135, Pivotal $140).
• The company beat the quarter with $0.53 EPS vs. $0.28 expected and revenue of $1.39B (up 16.1% year‑over‑year), but analysts still model a roughly -$0.30 EPS for the current year.
• Insiders have sold material stock (≈213,124 shares in the last 90 days, including the CEO’s 75,000‑share sale) while institutions own about 86.3% of the float; Roku is also expanding distribution and ad‑monetization via new SVOD placement on Prime Video, UK FAST channels and a Google ad‑tech partnership.

Roku, Inc. (NASDAQ:ROKU - Get Free Report) has been given a consensus rating of "Moderate Buy" by the twenty-seven ratings firms that are covering the stock, Marketbeat.com reports. Four investment analysts have rated the stock with a hold recommendation, twenty-two have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $125.40.

ROKU has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price target on shares of Roku from $116.00 to $137.00 and gave the stock an "overweight" rating in a research note on Friday, February 13th. Jefferies Financial Group upgraded shares of Roku from a "hold" rating to a "buy" rating and raised their target price for the stock from $100.00 to $135.00 in a report on Thursday, December 11th. Pivotal Research boosted their target price on shares of Roku from $135.00 to $140.00 and gave the company a "buy" rating in a research note on Monday, February 16th. Rosenblatt Securities raised Roku from a "neutral" rating to a "buy" rating and increased their price target for the company from $106.00 to $118.00 in a report on Friday, February 13th. Finally, UBS Group restated a "neutral" rating and issued a $110.00 price target on shares of Roku in a research note on Friday, February 13th.

Insider Buying and Selling

In other Roku news, SVP Christopher T. Handman sold 2,999 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $95.57, for a total value of $286,614.43. Following the transaction, the senior vice president directly owned 2,999 shares of the company's stock, valued at approximately $286,614.43. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Anthony J. Wood sold 75,000 shares of the business's stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $109.61, for a total value of $8,220,750.00. The SEC filing for this sale provides additional information. Insiders have sold 213,124 shares of company stock valued at $21,433,878 in the last 90 days. Insiders own 13.98% of the company's stock.

Institutional Trading of Roku

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. CWM LLC boosted its holdings in shares of Roku by 345.4% during the 3rd quarter. CWM LLC now owns 84,010 shares of the company's stock valued at $8,412,000 after purchasing an additional 65,150 shares during the last quarter. Accurate Wealth Management LLC purchased a new position in shares of Roku during the third quarter valued at about $1,115,000. AGF Management Ltd. purchased a new position in shares of Roku during the third quarter valued at about $15,023,000. Convergence Investment Partners LLC bought a new stake in shares of Roku in the third quarter worth about $2,492,000. Finally, Holocene Advisors LP increased its holdings in shares of Roku by 352.3% in the third 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. 86.30% of the stock is owned by hedge funds and other institutional investors.

Roku Price Performance

ROKU stock opened at $95.59 on Wednesday. The stock has a market capitalization of $14.09 billion, a P/E ratio of 167.70 and a beta of 1.98. Roku has a 1-year low of $52.43 and a 1-year high of $116.66. The business has a fifty day moving average price of $95.84 and a 200-day moving average price of $99.71.

Roku (NASDAQ:ROKU - Get Free Report) last released 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 company had revenue of $1.39 billion for the quarter, compared to analysts' expectations of $1.35 billion. During the same period last year, the firm posted ($0.24) earnings per share. Roku's revenue was up 16.1% compared to the same quarter last year. As a group, analysts anticipate that Roku will post -0.3 earnings per share for the current year.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku expanded distribution of its new low‑cost SVOD, Howdy, by making the $2.99/month service available as a Prime Video channel in the U.S., widening reach beyond Roku’s own platform and creating a new potential direct‑to‑consumer revenue stream. Roku Launches Howdy on Prime Video
• Positive Sentiment: Roku added five FAST channels from ITV Studios in the U.K., expanding its ad‑supported content offering and international audience reach — a driver for streaming hours and ad revenue growth. Roku launches 5 ITV Studios FAST channels in UK
• Positive Sentiment: Ad tech partnership: Roku was named a launch partner for Google’s Confidential Publisher Match solution, which could boost Roku’s addressability and ad monetization capabilities. This is strategically positive for ad revenue momentum. Roku named launch partner for Google’s Confidential Publisher Match
• Positive Sentiment: Short interest data show improvement vs. late February: one report indicates short interest fell ~21.1% to ~6.53M shares (≈5.1% of float) as of March 13, which reduces immediate short‑selling pressure and squeeze risk. (Internal short‑interest entries.)
• Neutral Sentiment: Analyst / investor attention: Zacks and other outlets highlighted Roku as a top high‑growth name and noted elevated investor searches; increased coverage can lift visibility but also amplify volatility. 3 Top Ranked High Growth Stocks You Can't Ignore: ROKU, TER, CRDO
• Neutral Sentiment: Industry recognition: Roku appeared on lists of innovative video companies and received a number of feature articles — helpful for brand but not an immediate earnings catalyst. The most innovative video companies of 2026
• Neutral Sentiment: Earlier session moves: the stock rallied yesterday on broader risk‑on headlines (geopolitical de‑escalation) — that short‑term lift likely set up profit‑taking today. Why Roku (ROKU) Stock Is Trading Up Today
• Negative Sentiment: Conflicting short‑interest reports / data anomalies (multiple entries showing "large increase" but reporting 0 shares or NaN) create uncertainty and may spook short‑term traders — noisy or unreliable data can amplify intraday volatility. (Internal short‑interest entries.)

About Roku

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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