Seaport Res Ptn Issues Positive Estimate for Roku Earnings

Key Points

• Seaport Res Ptn has raised its Q4 2025 earnings per share (EPS) estimate for Roku to $0.33, up from the previous forecast of $0.32, while the current full-year earnings estimate stands at ($0.30) per share.
• Several research firms have updated their ratings and price targets for Roku, with Susquehanna raising its target from $85.00 to $110.00 and Guggenheim increasing theirs from $100.00 to $105.00.
• Insider trading shows significant sales, including CEO Anthony J. Wood selling 25,000 shares for approximately $2.06 million, indicating a potential shift in company ownership dynamics.

Roku, Inc. (NASDAQ:ROKU - Free Report) - Analysts at Seaport Res Ptn raised their Q4 2025 earnings per share (EPS) estimates for shares of Roku in a research note issued on Tuesday, October 7th. Seaport Res Ptn analyst D. Joyce now expects that the company will post earnings per share of $0.33 for the quarter, up from their previous forecast of $0.32. The consensus estimate for Roku's current full-year earnings is ($0.30) per share.

Other equities research analysts also recently issued reports about the company. Susquehanna increased their price target on Roku from $85.00 to $110.00 and gave the stock a "positive" rating in a report on Friday, August 1st. Weiss Ratings reissued a "sell (d-)" rating on shares of Roku in a research note on Wednesday. Wall Street Zen raised Roku from a "hold" rating to a "buy" rating in a research note on Saturday, July 26th. Guggenheim raised their price target on Roku from $100.00 to $105.00 and gave the stock a "buy" rating in a research note on Friday, August 1st. Finally, KeyCorp raised their price target on Roku from $115.00 to $116.00 and gave the stock an "overweight" rating in a research note on Friday, August 1st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $101.33.

Roku Price Performance

NASDAQ:ROKU opened at $99.93 on Thursday. The firm has a market capitalization of $14.72 billion, a price-to-earnings ratio of -237.93, a PEG ratio of 14.25 and a beta of 2.13. Roku has a 1 year low of $52.43 and a 1 year high of $107.25. The business has a 50 day simple moving average of $94.60 and a 200-day simple moving average of $81.54.

Roku (NASDAQ:ROKU - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The company reported $0.07 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.16) by $0.23. The business had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.07 billion. Roku had a negative return on equity of 2.44% and a negative net margin of 1.40%.The company's revenue for the quarter was up 14.7% on a year-over-year basis. During the same period last year, the company earned ($0.18) EPS. Roku has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Garde Capital Inc. purchased a new position in shares of Roku in the 1st quarter valued at $25,000. Beaird Harris Wealth Management LLC purchased a new position in Roku during the 1st quarter worth $30,000. Banque Transatlantique SA purchased a new position in Roku during the 1st quarter worth $28,000. Rakuten Securities Inc. grew its stake in Roku by 55.6% during the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company's stock worth $39,000 after buying an additional 158 shares during the last quarter. Finally, Golden State Wealth Management LLC grew its stake in Roku by 125.4% during the 1st quarter. Golden State Wealth Management LLC now owns 444 shares of the company's stock worth $31,000 after buying an additional 247 shares during the last quarter. 86.30% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Anthony J. Wood sold 25,000 shares of Roku stock in a transaction on Monday, August 11th. The stock was sold at an average price of $82.42, for a total value of $2,060,500.00. Following the transaction, the chief executive officer directly owned 16,441 shares in the company, valued at approximately $1,355,067.22. This trade represents a 60.33% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Charles Collier sold 212,559 shares of Roku stock in a transaction on Monday, July 21st. The shares were sold at an average price of $95.00, for a total value of $20,193,105.00. Following the completion of the transaction, the insider owned 200 shares in the company, valued at $19,000. This represents a 99.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 518,890 shares of company stock worth $50,737,151 in the last ninety days. 13.98% of the stock is owned by company insiders.

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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