What is William Blair's Estimate for Roku FY2026 Earnings?

Key Points

• William Blair has revised its FY2026 earnings estimate for Roku from $0.86 to $1.04 per share, predicting Q4 earnings of $0.49 EPS.
• Analyst ratings for Roku are predominantly positive, with twenty-one buy ratings and a consensus target price of $99.36 from multiple firms increasing their price targets recently.
• Roku reported quarterly earnings of $0.07 EPS, surpassing expectations, and a revenue of $1.11 billion, indicating a 14.7% year-over-year growth.

Roku, Inc. (NASDAQ:ROKU - Free Report) - Equities researchers at William Blair upped their FY2026 earnings estimates for shares of Roku in a research note issued to investors on Thursday, July 31st. William Blair analyst R. Schackart now anticipates that the company will post earnings of $1.04 per share for the year, up from their previous estimate of $0.86. The consensus estimate for Roku's current full-year earnings is ($0.30) per share. William Blair also issued estimates for Roku's Q4 2026 earnings at $0.49 EPS.

Several other research firms have also commented on ROKU. Evercore ISI decreased their price objective on shares of Roku from $105.00 to $80.00 and set an "in-line" rating on the stock in a research report on Friday, May 2nd. KeyCorp boosted their target price on shares of Roku from $115.00 to $116.00 and gave the company an "overweight" rating in a research note on Friday. JMP Securities boosted their target price on shares of Roku from $95.00 to $110.00 and gave the company a "market outperform" rating in a research note on Monday, July 21st. Citigroup reissued a "neutral" rating and issued a $84.00 target price (up previously from $68.00) on shares of Roku in a research note on Wednesday, June 18th. Finally, Pivotal Research boosted their target price on shares of Roku from $100.00 to $120.00 and gave the company a "buy" rating in a research note on Friday. One investment analyst has rated the stock with a sell rating, seven have given a hold rating, nineteen have issued a buy rating and two have given a strong buy rating to the company's stock. Based on data from MarketBeat.com, Roku currently has an average rating of "Moderate Buy" and an average price target of $98.96.

Roku Stock Down 2.6%

Shares of Roku stock traded down $2.19 on Monday, hitting $83.64. The company's stock had a trading volume of 5,273,870 shares, compared to its average volume of 3,985,599. Roku has a 52-week low of $51.30 and a 52-week high of $104.96. The firm has a fifty day moving average price of $84.34 and a 200-day moving average price of $77.10. The company has a market capitalization of $12.21 billion, a P/E ratio of -199.14, a price-to-earnings-growth ratio of 16.16 and a beta of 2.05.

Roku (NASDAQ:ROKU - Get Free Report) last issued its earnings results on Thursday, July 31st. The company reported $0.07 EPS for the quarter, topping the consensus estimate of ($0.16) by $0.23. The company had revenue of $1.11 billion for the quarter, compared to analyst estimates of $1.07 billion. Roku had a negative net margin of 1.40% and a negative return on equity of 2.44%. The business's revenue was up 14.7% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.18) EPS.

Insiders Place Their Bets

In other news, insider Charles Collier sold 212,559 shares of the stock in a transaction that occurred on Monday, July 21st. The stock was sold at an average price of $95.00, for a total transaction of $20,193,105.00. Following the completion of the transaction, the insider directly owned 200 shares in the company, valued at approximately $19,000. This represents a 99.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Dan Jedda sold 3,000 shares of the stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $90.20, for a total value of $270,600.00. Following the transaction, the chief financial officer owned 76,132 shares of the company's stock, valued at approximately $6,867,106.40. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 308,873 shares of company stock worth $28,076,913 in the last 90 days. 13.98% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. FMR LLC lifted its holdings in shares of Roku by 31.7% during the 4th 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 last quarter. Vanguard Group Inc. lifted its holdings in shares of Roku by 2.1% during the 1st 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 last quarter. Marshall Wace LLP lifted its holdings in shares of Roku by 663.9% during the 4th 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 last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Roku by 10.5% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,269,751 shares of the company's stock valued at $168,734,000 after buying an additional 215,841 shares during the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Roku by 2.7% during the 4th quarter. Geode Capital Management LLC now owns 2,147,259 shares of the company's stock valued at $159,353,000 after buying an additional 56,820 shares during the last quarter. 86.30% of the stock is owned by institutional investors and hedge funds.

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.