Roku (NASDAQ:ROKU) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Key Points

• Rosenblatt Securities raised its price target on Roku to $150 (from $118) and kept a "buy" rating, implying roughly a 28.7% upside
• Roku beat Q1 estimates — $0.57 EPS vs. $0.34 expected and $1.25B revenue — and raised its annual platform revenue guidance as ad revenue rose about 27% and the platform surpassed 100M streaming households, driving the recent rally.
• Potential cautions include valuation and insider activity: ROKU trades at a high P/E (~204) with a beta near 2.0, and insiders sold roughly 632,182 shares (~$67M) over the past 90 days.

Roku (NASDAQ:ROKU - Get Free Report) had its price target raised by stock analysts at Rosenblatt Securities from $118.00 to $150.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. Rosenblatt Securities' price target would suggest a potential upside of 28.69% from the stock's previous close.

ROKU has been the subject of several other reports. Arete Research set a $132.00 target price on Roku and gave the company a "buy" rating in a report on Monday, January 5th. Jefferies Financial Group upped their target price on Roku from $135.00 to $140.00 and gave the company a "buy" rating in a report on Monday, April 13th. Pivotal Research reaffirmed a "buy" rating and set a $160.00 target price (up from $140.00) on shares of Roku in a report on Friday. Weiss Ratings raised Roku from a "sell (d-)" rating to a "hold (c-)" rating in a report on Tuesday, February 17th. Finally, Evercore reaffirmed an "outperform" rating and set a $150.00 target price on shares of Roku in a report on Friday, February 13th. Twenty-one equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $132.67.

Roku Stock Up 3.5%

Shares of Roku stock opened at $116.56 on Friday. Roku has a fifty-two week low of $58.55 and a fifty-two week high of $120.00. The firm has a market cap of $17.18 billion, a price-to-earnings ratio of 204.49 and a beta of 2.00. The business has a fifty day simple moving average of $100.40 and a 200-day simple moving average of $100.78.

Roku (NASDAQ:ROKU - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $0.57 EPS for the quarter, beating the consensus estimate of $0.34 by $0.23. Roku had a return on equity of 3.40% and a net margin of 1.87%.The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the prior year, the business posted ($0.19) earnings per share. Roku's revenue was up 22.4% compared to the same quarter last year. Analysts anticipate that Roku will post 2.1 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Charles Collier sold 205,821 shares of the company's stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $105.00, for a total transaction of $21,611,205.00. Following the transaction, the insider directly owned 11,131 shares of the company's stock, valued at approximately $1,168,755. The trade was a 94.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Gilbert Fuchsberg sold 3,250 shares of the company's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total value of $310,602.50. Following the transaction, the insider directly owned 60,456 shares in the company, valued at $5,777,779.92. The trade was a 5.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 632,182 shares of company stock valued at $67,058,733 over the last ninety days. Corporate insiders own 13.98% of the company's stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Blue Trust Inc. increased its position in Roku by 680.0% in the 4th quarter. Blue Trust Inc. now owns 234 shares of the company's stock worth $25,000 after purchasing an additional 204 shares during the last quarter. Aventura Private Wealth LLC acquired a new position in Roku in the 4th quarter worth about $26,000. Bayban increased its position in Roku by 1,300.0% in the 1st quarter. Bayban now owns 280 shares of the company's stock worth $26,000 after purchasing an additional 260 shares during the last quarter. Westfuller Advisors LLC acquired a new position in Roku in the 3rd quarter worth about $30,000. Finally, WPG Advisers LLC acquired a new position in Roku in the 4th quarter worth about $31,000. 86.30% of the stock is owned by institutional investors and hedge funds.

Roku News Summary

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku beat Q1 estimates and signaled stronger outlook — reported $0.57 EPS vs. $0.34 expected and $1.25B revenue; management raised its platform revenue guidance, which traders viewed as confirmation of ad demand recovering. Roku Stock Surges After Earnings. Why It's a Streaming Wars Winner.
• Positive Sentiment: Company raised its annual platform revenue forecast and cited continued advertiser spending — the guidance lift is a main driver behind the intraday rally. Roku raises annual platform revenue forecast, shares climb
• Positive Sentiment: Platform momentum: Roku disclosed platform revenue of roughly $1.13B and ad revenue of $612.7M (ad revenue up ~27%), and said it surpassed 100M streaming households — stronger monetization and scale underpin margin and cash-flow improvement. Roku Posts Strong Q1 Results Powered By Advertising And Subscriptions Gains
• Positive Sentiment: Howdy (Roku’s $2.99 service) has reached ~1M subscribers — a data point showing early traction for low-price, low-friction subscriptions that can diversify recurring revenue. Roku's $3 streaming service, Howdy, reaches 1M subs, per recent report
• Neutral Sentiment: Analyst/coverage pieces highlight improving free cash flow as the Roku Platform scales — useful context but reflects longer-term thesis rather than an immediate catalyst. Roku: Undeniable Cash Flow Growth As Roku Platform Scales
• Neutral Sentiment: Full Q1 earnings call transcript is available for detail on ad cadence, content deals and margin drivers — worth reviewing for guidance color and advertiser commentary. Roku, Inc. (ROKU) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Content and distribution deals continue — e.g., CW next‑day streaming and WWE NXT landing on The Roku Channel — these support engagement but are incremental to near-term monetization. The CW Network Sets Partnership With the Roku Channel for Next-Day Streaming of CW Entertainment Programming
• Negative Sentiment: Valuation and volatility remain risks — ROKU trades at a high P/E and has a beta ~2.0, so upside from beats can be amplified but so can downside if guidance or ad trends disappoint. ROKU stock profile and valuation metrics

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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