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

Key Points

• Susquehanna raised its price objective on Roku from $130 to $160 and kept a "positive" rating, implying roughly a 37% upside
• Roku beat Q1 estimates, reporting $0.57 EPS vs. $0.34 expected and $1.25B in revenue, and raised annual platform revenue guidance as ad revenue grew ~27% and the platform surpassed ~100M streaming households.
• Risks include a high valuation (P/E ~204) and elevated volatility (beta ~2.0), alongside notable insider selling (632,182 shares, ~$67M, in the last 90 days), which could amplify downside if ad trends or guidance disappoint.

Roku (NASDAQ:ROKU - Get Free Report) had its price objective increased by equities researchers at Susquehanna from $130.00 to $160.00 in a report issued on Friday,Benzinga reports. The brokerage currently has a "positive" rating on the stock. Susquehanna's price target points to a potential upside of 37.27% from the stock's current price.

ROKU has been the subject of several other research reports. Pivotal Research reissued a "buy" rating and set a $160.00 price objective (up from $140.00) on shares of Roku in a report on Friday. UBS Group reissued a "neutral" rating and set a $110.00 price objective on shares of Roku in a report on Friday, February 13th. Citigroup reissued an "outperform" rating on shares of Roku in a report on Friday. Oppenheimer boosted their price objective on Roku from $105.00 to $120.00 and gave the stock an "outperform" rating in a report on Friday, February 13th. Finally, Arete Research set a $132.00 target price on Roku and gave the stock a "buy" rating in a research note on Monday, January 5th. 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.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $133.92.

Roku Trading Up 3.5%

Shares of NASDAQ ROKU opened at $116.56 on Friday. Roku has a 12 month low of $58.55 and a 12 month high of $120.00. The firm has a market capitalization of $17.18 billion, a price-to-earnings ratio of 204.49 and a beta of 2.00. The business has a 50-day moving average of $100.40 and a 200-day moving average of $100.78.

Roku (NASDAQ:ROKU - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.57 EPS for the quarter, topping 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 company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the previous year, the firm earned ($0.19) earnings per share. Roku's revenue was up 22.4% on a year-over-year basis. On average, analysts predict that Roku will post 2.1 earnings per share for the current year.

Insider Transactions at Roku

In other Roku news, CEO Anthony J. Wood sold 25,000 shares of the business's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $110.19, for a total value of $2,754,750.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Matthew C. Banks sold 728 shares of the business's stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $96.02, for a total value of $69,902.56. Following the completion of the sale, the chief accounting officer owned 6,947 shares of the company's stock, valued at $667,050.94. The trade was a 9.49% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 632,182 shares of company stock valued at $67,058,733. Insiders own 13.98% of the company's stock.

Hedge Funds Weigh In On Roku

A number of hedge funds and other institutional investors have recently made changes to their positions in ROKU. AQR Capital Management LLC raised its holdings 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 in the last quarter. Fred Alger Management LLC raised its holdings in shares of Roku by 7,087.7% during the fourth quarter. Fred Alger Management LLC now owns 1,421,440 shares of the company's stock valued at $154,212,000 after acquiring an additional 1,401,664 shares in the last quarter. Holocene Advisors LP raised its holdings in shares of Roku by 352.3% during the third quarter. Holocene Advisors LP now owns 1,650,448 shares of the company's stock valued at $165,259,000 after acquiring an additional 1,285,585 shares in the last quarter. Norges Bank bought a new position in shares of Roku during the fourth quarter valued at approximately $92,808,000. Finally, Alyeska Investment Group L.P. raised its holdings in shares of Roku by 380.9% during the fourth quarter. Alyeska Investment Group L.P. now owns 882,915 shares of the company's stock valued at $95,787,000 after acquiring an additional 699,336 shares in the last quarter. Institutional investors own 86.30% of the company's stock.

Trending Headlines about Roku

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

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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